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Nasdaq - Delayed Quote USD

Artisan Global Discovery Fund (APFDX)

20.39
-0.32
(-1.55%)
At close: March 28 at 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.81%
5y Average Return 12.70%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 28, 2025) 45.70%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 45.70%
Worst 3Y Total Return -2.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APFDX
Category
YTD
3.67%
12.99%
1-Month
-3.63%
1.30%
3-Month
-0.58%
6.38%
1-Year
14.05%
53.27%
3-Year
5.08%
14.94%
5-Year
11.16%
15.72%
10-Year
0.00%
9.30%
Last Bull Market
17.84%
18.45%
Last Bear Market
-20.46%
-25.47%

Annual Total Return (%) History

Year
APFDX
Category
2024
16.11%
--
2023
20.66%
--
2022
-31.14%
--
2021
12.12%
--
2020
45.70%
24.89%
2019
42.57%
26.49%
2018
-3.09%
-14.25%
2017
--
25.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.40% -2.99% 7.57% 2.65%
2023 11.52% 1.78% -3.56% 10.22%
2022 -13.95% -20.46% -5.73% 6.71%
2021 -3.56% 10.28% 2.85% 2.50%
2020 -14.49% 30.32% 11.79% 16.95%
2019 18.63% 9.19% -0.22% 10.31%
2018 5.24% 4.44% 5.53% -16.45%
2017 4.23% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 63
3-Month 9
1-Year 17
3-Year 17
5-Year 4

Load Adjusted Returns

1-Year 14.05%
3-Year 5.08%
5-Year 11.16%
10-Year --

Performance & Risk

YTD Return -2.81%
5y Average Return 12.70%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Artisan Partners Funds
Net Assets 254.03M
YTD Return 3.67%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 2020

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. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

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