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Nasdaq - Delayed Quote USD

Artisan Global Value Fund (APHGX)

23.64
+0.09
+(0.38%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.99%
5y Average Return 16.25%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 11, 2025) 31.44%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 31.44%
Worst 3Y Total Return 2.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APHGX
Category
YTD
9.08%
14.38%
1-Month
-0.91%
-1.21%
3-Month
9.08%
5.03%
1-Year
12.75%
39.50%
3-Year
10.82%
9.11%
5-Year
18.50%
10.10%
10-Year
8.77%
7.90%
Last Bull Market
8.21%
15.53%
Last Bear Market
-13.33%
-17.52%

Annual Total Return (%) History

Year
APHGX
Category
2025
--
--
2024
10.91%
--
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
2025 9.08% -- -- --
2024 7.30% 1.56% 5.83% -3.82%
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 9
1-Month 50
3-Month 9
1-Year 14
3-Year 7
5-Year 12

Load Adjusted Returns

1-Year 12.75%
3-Year 10.82%
5-Year 18.50%
10-Year 8.77%

Performance & Risk

YTD Return 5.99%
5y Average Return 16.25%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Artisan Partners Funds
Net Assets 2.53B
YTD Return 9.08%
Yield 1.19%
Morningstar Rating
Inception Date Jul 17, 2012

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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