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Artisan Global Value Fund (APDGX)
At close: 6:05:04 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.13% |
| 5y Average Return | 9.71% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Dec 10, 2024) | 26.73% |
| Worst 1Y Total Return (Dec 10, 2024) | -- |
| Best 3Y Total Return | 26.73% |
| Worst 3Y Total Return | 2.26% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
APDGX
Category
- YTD
- 14.45%
- 14.38%
- 1-Month
- 2.48%
- -1.21%
- 3-Month
- -0.13%
- 5.03%
- 1-Year
- 20.89%
- 39.50%
- 3-Year
- 9.82%
- 9.11%
- 5-Year
- 9.94%
- 10.10%
- 10-Year
- 8.00%
- 7.90%
- Last Bull Market
- 21.85%
- 15.53%
- Last Bear Market
- -13.32%
- -17.52%
Annual Total Return (%) History
Year
APDGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.22% | 1.56% | 5.80% | -- |
| 2023 | 9.81% | 5.89% | -2.98% | 12.34% |
| 2022 | -2.20% | -13.32% | -10.17% | 13.87% |
| 2021 | 9.46% | 5.10% | -3.10% | 3.73% |
| 2020 | -29.57% | 15.87% | 7.35% | 21.73% |
| 2019 | 11.37% | 3.86% | -0.64% | 7.88% |
| 2018 | -1.93% | -1.12% | 3.64% | -13.34% |
| 2017 | 5.78% | 5.40% | 5.24% | 3.76% |
| 2016 | 1.41% | -0.56% | 6.63% | 2.40% |
| 2015 | -7.59% | 4.16% | -- | -- |
Rank in Category (By Total Return)
| YTD | 46 |
| 1-Month | 57 |
| 3-Month | 73 |
| 1-Year | 41 |
| 3-Year | 25 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 20.89% |
| 3-Year | 9.82% |
| 5-Year | 9.94% |
| 10-Year | 8.00% |
Performance & Risk
| YTD Return | 14.13% |
| 5y Average Return | 9.71% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Artisan Partners Funds |
| Net Assets | 2.43B |
| YTD Return | 14.45% |
| Yield | 0.79% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2015 |
Fund Summary
The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.
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