Nasdaq - Delayed Quote USD
Artisan Sustainable Emerging Markets Fund (APHEX)
18.97
+0.04
+(0.21%)
At close: 8:04:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.98% |
| 5y Average Return | 8.54% |
| Number of Years Up | 10 |
| Number of Years Down | 8 |
| Best 1Y Total Return (May 6, 2025) | 39.92% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 39.92% |
| Worst 3Y Total Return | -7.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
APHEX
Category
- YTD
- 6.39%
- 8.73%
- 1-Month
- 2.21%
- 1.20%
- 3-Month
- 2.50%
- 5.47%
- 1-Year
- 12.58%
- 41.79%
- 3-Year
- 8.05%
- 11.48%
- 5-Year
- 7.52%
- 12.18%
- 10-Year
- 4.40%
- 4.39%
- Last Bull Market
- 6.38%
- 17.73%
- Last Bear Market
- -12.40%
- -25.55%
Annual Total Return (%) History
Year
APHEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.09% | -- | -- | -- |
| 2024 | 4.02% | 2.58% | 7.60% | -6.71% |
| 2023 | 10.13% | 4.37% | -4.44% | 7.88% |
| 2022 | -15.84% | -12.40% | -12.22% | 10.68% |
| 2021 | 0.95% | 7.42% | -9.36% | 1.27% |
| 2020 | -26.57% | 21.81% | 11.00% | 21.83% |
| 2019 | 10.89% | 1.03% | -3.11% | 10.53% |
| 2018 | 2.51% | -9.81% | -2.72% | -5.99% |
| 2017 | 11.83% | 6.48% | 8.47% | 8.32% |
| 2016 | 7.41% | 3.85% | 9.15% | -4.41% |
| 2015 | 0.42% | 0.59% | -18.15% | 5.70% |
| 2014 | -1.43% | 5.56% | -4.28% | -3.75% |
| 2013 | -4.07% | -9.34% | 6.67% | 3.06% |
| 2012 | 15.19% | -10.02% | 6.78% | 5.74% |
| 2011 | -1.79% | -3.83% | -25.78% | 2.52% |
| 2010 | 3.04% | -9.13% | 17.70% | 7.46% |
| 2009 | -0.26% | 38.34% | 24.00% | 7.02% |
| 2008 | -6.70% | 0.70% | -29.61% | -30.65% |
| 2007 | 5.42% | 14.54% | 8.79% | 2.96% |
| 2006 | 5.49% | 17.22% | -- | -- |
Rank in Category (By Total Return)
| YTD | 11 |
| 1-Month | 24 |
| 3-Month | 30 |
| 1-Year | 7 |
| 3-Year | 9 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 12.58% |
| 3-Year | 8.05% |
| 5-Year | 7.52% |
| 10-Year | 4.40% |
Performance & Risk
| YTD Return | 8.98% |
| 5y Average Return | 8.54% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Artisan Partners Funds |
| Net Assets | 224.43M |
| YTD Return | 6.39% |
| Yield | 1.15% |
| Morningstar Rating | |
| Inception Date | Jun 26, 2006 |
Fund Summary
The fund's investment team employs a fundamental research process to construct a portfolio of emerging market companies. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities of issuers domiciled, headquartered, or whose primary business activities or principal trading markets are in emerging and less developed markets.
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