Nasdaq - Delayed Quote USD

Artisan Global Value Fund (APDGX)

23.19 -0.12 (-0.51%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.53%
5y Average Return 10.36%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Sep 9, 2024) 26.73%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 26.73%
Worst 3Y Total Return 2.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APDGX
Category
YTD
14.59%
14.38%
1-Month
3.01%
-1.21%
3-Month
4.45%
5.03%
1-Year
24.39%
39.50%
3-Year
8.06%
9.11%
5-Year
11.60%
10.10%
10-Year
8.07%
7.90%
Last Bull Market
21.85%
15.53%
Last Bear Market
-13.32%
-17.52%

Annual Total Return (%) History

Year
APDGX
Category
2024
--
--
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
2024 7.22% 1.56% -- --
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 23
1-Month 28
3-Month 55
1-Year 10
3-Year 29
5-Year 28

Load Adjusted Returns

1-Year 24.39%
3-Year 8.06%
5-Year 11.60%
10-Year 8.07%

Performance & Risk

YTD Return 11.53%
5y Average Return 10.36%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Artisan Partners Funds
Net Assets 2.43B
YTD Return 14.59%
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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