Nasdaq - Delayed Quote • USD
Artisan Global Discovery Fund (APHDX)
At close: 8:00 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 | 21.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 6.74% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| APHDX | Category Average | APHDX | Category Average | APHDX | Category Average | |
| Alpha | -8.59 | -0.01 | -1.13 | -0 | -- | -0.01 |
| BETA | 1.14 | 0.01 | 1.06 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.1 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| R-squared | 86.19 | 0.84 | 82.36 | 0.79 | -- | 0.78 |
| Standard Deviation | 20.59 | 0.23 | 20.16 | 0.18 | -- | 0.18 |
| Sharpe Ratio | -0.24 | 0.01 | 0.5 | 0.01 | -- | 0.01 |
| Treynor Ratio | -6.06 | 0.12 | 8.1 | 0.13 | -- | 0.08 |
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