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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.70% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| APFDX | Category Average | APFDX | Category Average | APFDX | Category Average | |
| Alpha | -3.96 | -0.01 | -1.93 | -0 | -- | -0.01 |
| BETA | 1.16 | 0.01 | 1.1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.58 | 0.01 | 1.06 | 0.01 | -- | 0.01 |
| R-squared | 84.79 | 0.84 | 82.49 | 0.79 | -- | 0.78 |
| Standard Deviation | 20.16 | 0.23 | 20.67 | 0.18 | -- | 0.18 |
| Sharpe Ratio | 0.13 | 0.01 | 0.48 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.51 | 0.12 | 7.64 | 0.13 | -- | 0.08 |
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