Nasdaq - Delayed Quote USD

Artisan Global Value Investor (ARTGX)

23.21 -0.13 (-0.56%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.46%
5y Average Return 10.20%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Sep 9, 2024) 33.37%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 33.37%
Worst 3Y Total Return 2.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARTGX
Category
YTD
14.47%
14.38%
1-Month
2.96%
-1.21%
3-Month
4.40%
5.03%
1-Year
24.16%
39.50%
3-Year
7.88%
9.11%
5-Year
11.42%
10.10%
10-Year
7.93%
7.90%
Last Bull Market
21.73%
15.53%
Last Bear Market
-13.40%
-17.52%

Annual Total Return (%) History

Year
ARTGX
Category
2024
--
--
2023
26.53%
--
2022
-13.46%
--
2021
15.52%
--
2020
6.48%
2.50%
2019
23.79%
20.73%
2018
-13.01%
-10.41%
2017
21.58%
18.90%

2016
9.99%
9.24%
2015
-2.87%
-3.06%
2014
4.50%
3.61%
2013
31.12%
25.36%
2012
18.98%
14.28%
2011
1.50%
-3.44%
2010
16.18%
11.90%
2009
33.37%
29.76%
2008
-29.26%
-36.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.21% 1.51% -- --
2023 9.79% 5.88% -3.03% 12.25%
2022 -2.25% -13.40% -10.16% 13.80%
2021 9.44% 5.09% -3.19% 3.75%
2020 -29.60% 15.83% 7.34% 21.65%
2019 11.33% 3.80% -0.64% 7.81%
2018 -1.93% -1.18% 3.58% -13.35%
2017 5.77% 5.33% 5.18% 3.76%
2016 1.40% -0.62% 6.62% 2.37%
2015 0.52% 0.45% -7.60% 4.11%

2014 1.30% 4.31% -3.58% 2.56%
2013 8.77% 3.46% 7.20% 8.69%
2012 9.17% -2.80% 7.62% 4.18%
2011 2.56% 2.98% -13.51% 11.12%
2010 4.99% -10.27% 12.89% 9.23%
2009 -12.28% 22.60% 18.84% 4.35%
2008 -6.75% -4.12% -3.37% -18.12%

Rank in Category (By Total Return)

YTD 26
1-Month 30
3-Month 58
1-Year 12
3-Year 32
5-Year 29

Load Adjusted Returns

1-Year 24.16%
3-Year 7.88%
5-Year 11.42%
10-Year 7.93%

Performance & Risk

YTD Return 11.46%
5y Average Return 10.20%
Rank in Category (ytd) 26
% 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 14.47%
Yield 0.65%
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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