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Nasdaq - Delayed Quote USD

Artisan Global Opportunities Fund (APDRX)

28.03
-1.87
(-6.25%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.00%
5y Average Return 10.32%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 39.97%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 39.97%
Worst 3Y Total Return -0.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APDRX
Category
YTD
-4.38%
9.95%
1-Month
-5.75%
2.98%
3-Month
-4.38%
8.22%
1-Year
-0.69%
40.81%
3-Year
3.02%
19.17%
5-Year
11.60%
18.49%
10-Year
10.14%
11.83%
Last Bull Market
11.12%
21.12%
Last Bear Market
-20.56%
-20.34%

Annual Total Return (%) History

Year
APDRX
Category
2025
--
--
2024
15.08%
--
2023
23.14%
--
2022
-30.26%
--
2021
13.81%
--
2020
39.97%
32.67%
2019
35.75%
30.40%
2018
-8.93%
-7.79%

2017
31.33%
30.22%
2016
4.88%
2.42%
2015
--
1.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.38% -- -- --
2024 10.81% 1.27% 4.27% -1.65%
2023 9.07% 5.78% -5.60% 13.06%
2022 -13.56% -20.56% -4.10% 5.90%
2021 -1.88% 8.80% 1.78% 4.74%
2020 -13.03% 27.72% 14.04% 10.50%
2019 16.47% 6.07% 0.48% 9.36%
2018 3.22% 0.75% 3.50% -15.39%
2017 10.36% 8.28% 5.32% 4.35%
2016 -0.31% 1.08% 10.51% -5.82%

2015 -8.61% 7.19% -- --

Rank in Category (By Total Return)

YTD 68
1-Month 56
3-Month 68
1-Year 64
3-Year 74
5-Year 75

Load Adjusted Returns

1-Year -0.69%
3-Year 3.02%
5-Year 11.60%
10-Year 10.14%

Performance & Risk

YTD Return -13.00%
5y Average Return 10.32%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Artisan Partners Funds
Net Assets 2.16B
YTD Return -4.38%
Yield 0.00%
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 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.

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