Nasdaq - Delayed Quote USD

Artisan Global Value Fund (APHGX)

23.26 -0.13 (-0.56%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.65%
5y Average Return 10.47%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Sep 9, 2024) 31.44%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 31.44%
Worst 3Y Total Return 2.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APHGX
Category
YTD
14.65%
14.38%
1-Month
2.96%
-1.21%
3-Month
4.48%
5.03%
1-Year
24.47%
39.50%
3-Year
8.15%
9.11%
5-Year
11.70%
10.10%
10-Year
8.18%
7.90%
Last Bull Market
21.94%
15.53%
Last Bear Market
-13.33%
-17.52%

Annual Total Return (%) History

Year
APHGX
Category
2024
--
--
2023
26.83%
--
2022
-13.21%
--
2021
15.75%
--
2020
6.70%
2.50%
2019
24.11%
20.73%
2018
-12.79%
-10.41%
2017
21.87%
18.90%

2016
10.27%
9.24%
2015
-2.65%
-3.06%
2014
4.79%
3.61%
2013
31.44%
25.36%
2012
--
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.30% 1.56% -- --
2023 9.85% 5.92% -2.97% 12.34%
2022 -2.15% -13.33% -10.14% 13.89%
2021 9.49% 5.13% -3.09% 3.76%
2020 -29.60% 15.99% 7.33% 21.74%
2019 11.40% 3.85% -0.64% 7.97%
2018 -1.93% -1.12% 3.69% -13.27%
2017 5.84% 5.39% 5.23% 3.82%
2016 1.48% -0.55% 6.69% 2.43%
2015 0.52% 0.58% -7.58% 4.19%

2014 1.37% 4.37% -3.45% 2.58%
2013 8.78% 3.61% 7.27% 8.71%
2012 4.20% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 30
3-Month 52
1-Year 9
3-Year 27
5-Year 27

Load Adjusted Returns

1-Year 24.47%
3-Year 8.15%
5-Year 11.70%
10-Year 8.18%

Performance & Risk

YTD Return 11.65%
5y Average Return 10.47%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Artisan Partners Funds
Net Assets 2.43B
YTD Return 14.65%
Yield 0.85%
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 securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

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