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Nasdaq - Delayed Quote USD
Artisan Global Opportunities Fund (APHRX)
28.59
-1.91
(-6.26%)
At close: April 4 at 8:03:44 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -12.97% |
| 5y Average Return | 10.44% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| APHRX | Category Average | APHRX | Category Average | APHRX | Category Average | |
| Alpha | -3.56 | 0.04 | -3.84 | 0.04 | 1.41 | 0.02 |
| BETA | 1.13 | 0.01 | 1.1 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.41 | 0.02 | 1.07 | 0.02 | 0.93 | 0.01 |
| R-squared | 91.11 | 0.89 | 86.57 | 0.87 | 84.73 | 0.88 |
| Standard Deviation | 19.24 | 0.19 | 18.71 | 0.15 | 16.38 | 0.15 |
| Sharpe Ratio | 0.02 | 0.01 | 0.54 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -1.32 | 0.18 | 8.12 | 0.18 | 8.14 | 0.11 |
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