Nasdaq - Delayed Quote USD

Artisan Global Discovery Fund (APDDX)

21.44
0.00
(0.00%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.71%
5y Average Return 9.19%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 22, 2025) 20.81%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 20.81%
Worst 3Y Total Return -2.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APDDX
Category
YTD
-2.32%
12.99%
1-Month
1.38%
1.30%
3-Month
-9.18%
6.38%
1-Year
10.49%
53.27%
3-Year
7.51%
14.94%
5-Year
9.92%
15.72%
10-Year
0.00%
9.30%
Last Bull Market
17.88%
18.45%
Last Bear Market
-20.42%
-25.47%

Annual Total Return (%) History

Year
APDDX
Category
2025
--
--
2024
16.22%
--
2023
20.81%
--
2022
-31.06%
--
2021
12.16%
--
2020
--
24.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.65% -- -- --
2024 8.37% -2.98% 7.64% 2.69%
2023 11.56% 1.78% -3.55% 10.31%
2022 -13.93% -20.42% -5.72% 6.77%
2021 -3.55% 10.27% 2.85% 2.54%
2020 30.32% 11.85% 17.00% --

Rank in Category (By Total Return)

YTD 43
1-Month 48
3-Month 78
1-Year 21
3-Year 15
5-Year 38

Load Adjusted Returns

1-Year 10.49%
3-Year 7.51%
5-Year 9.92%
10-Year --

Performance & Risk

YTD Return 1.71%
5y Average Return 9.19%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Artisan Partners Funds
Net Assets 226.71M
YTD Return -2.32%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 2020

Fund Summary

The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

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