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Nasdaq - Delayed Quote USD

Artisan Global Value Fund (APDGX)

23.56
+0.08
+(0.34%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.24%
5y Average Return 17.24%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 15, 2025) 26.73%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 26.73%
Worst 3Y Total Return 2.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APDGX
Category
YTD
9.01%
14.38%
1-Month
-0.95%
-1.21%
3-Month
9.01%
5.03%
1-Year
12.64%
39.50%
3-Year
10.72%
9.11%
5-Year
18.37%
10.10%
10-Year
8.65%
7.90%
Last Bull Market
8.19%
15.53%
Last Bear Market
-13.32%
-17.52%

Annual Total Return (%) History

Year
APDGX
Category
2025
--
--
2024
10.80%
--
2023
26.73%
--
2022
-13.29%
--
2021
15.63%
--
2020
6.65%
2.50%
2019
23.99%
20.73%
2018
-12.91%
-10.41%

2017
21.76%
18.90%
2016
10.11%
9.24%
2015
--
-3.06%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 9.01% -- -- --
2024 7.22% 1.56% 5.80% -3.83%
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 10
1-Month 52
3-Month 10
1-Year 14
3-Year 7
5-Year 13

Load Adjusted Returns

1-Year 12.64%
3-Year 10.72%
5-Year 18.37%
10-Year 8.65%

Performance & Risk

YTD Return 7.24%
5y Average Return 17.24%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Artisan Partners Funds
Net Assets 2.53B
YTD Return 9.01%
Yield 1.11%
Morningstar Rating
Inception Date Jul 17, 2012

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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