Nasdaq - Delayed Quote USD
Artisan Global Value Investor (ARTGX)
23.61
+0.09
+(0.38%)
At close: 8:04:10 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.12% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 7.22% |
| 5y Average Return | 17.08% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ARTGX | Category Average | ARTGX | Category Average | ARTGX | Category Average | |
| Alpha | 3.61 | -0.05 | 3.28 | -0.04 | -0.28 | -0.01 |
| BETA | 0.92 | 0.01 | 0.96 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.95 | 0.01 | 1.52 | 0.01 | 0.79 | 0.01 |
| R-squared | 86.26 | 0.9 | 82.97 | 0.88 | 87.02 | 0.87 |
| Standard Deviation | 16.19 | 0.2 | 16.65 | 0.16 | 16.35 | 0.15 |
| Sharpe Ratio | 0.42 | 0 | 0.92 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 6.43 | 0.08 | 16.1 | 0.09 | 6.35 | 0.08 |
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