Nasdaq - Delayed Quote USD

Artisan Global Value Fund (APDGX)

22.74 +0.11 (+0.49%)
At close: 8:00:04 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.73%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
APDGXCategory AverageAPDGXCategory AverageAPDGXCategory Average
Alpha 2.37 -0.05 -1.32 -0.04 -1.21 -0.01
BETA 0.89 0.01 1.05 0.01 1.03 0.01
Mean Annual Return 0.89 0.01 0.95 0.01 0.76 0.01
R-squared 86.06 0.9 86.48 0.88 88.17 0.87
Standard Deviation 15.83 0.2 19.63 0.16 16.32 0.15
Sharpe Ratio 0.42 0 0.45 0.01 0.44 0.01
Treynor Ratio 6.36 0.08 7.04 0.09 5.98 0.08

Related Tickers