Nasdaq - Delayed Quote USD

Artisan Global Equity Investor (ARTHX)

22.27
+0.30
+(1.37%)
At close: 8:05:07 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 17.09%
5y Average Return 11.86%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (May 15, 2025) 31.34%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 31.34%
Worst 3Y Total Return -2.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARTHX
Category
YTD
11.78%
9.95%
1-Month
4.16%
2.98%
3-Month
7.05%
8.22%
1-Year
21.33%
40.81%
3-Year
14.42%
19.17%
5-Year
11.05%
18.49%
10-Year
9.22%
11.83%
Last Bull Market
11.36%
21.12%
Last Bear Market
-15.38%
-20.34%

Annual Total Return (%) History

Year
ARTHX
Category
2025
--
--
2024
16.84%
--
2023
11.88%
--
2022
-20.63%
--
2021
5.13%
--
2020
29.30%
32.67%
2019
31.13%
30.40%
2018
-3.41%
-7.79%

2017
31.34%
30.22%
2016
-1.87%
2.42%
2015
1.13%
1.26%
2014
3.32%
2.65%
2013
29.65%
26.44%
2012
30.16%
18.01%
2011
-5.39%
-6.80%
2010
--
15.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 7.31% -- -- --
2024 12.67% -0.44% 5.57% -1.34%
2023 4.84% -0.64% -3.00% 10.73%
2022 -14.71% -15.38% -5.15% 15.95%
2021 -1.12% 8.73% -2.32% 0.10%
2020 -15.96% 23.56% 9.25% 13.97%
2019 12.91% 8.60% -0.48% 7.45%
2018 3.60% 1.83% 4.52% -12.41%
2017 7.05% 7.59% 8.05% 5.54%
2016 -5.48% 4.48% 4.35% -4.78%

2015 5.18% 3.17% -10.57% 4.22%
2014 0.00% 3.09% -2.94% 3.25%
2013 10.63% 3.04% 5.43% 7.87%
2012 14.42% -2.17% 11.35% 4.43%
2011 2.39% 2.25% -16.84% 8.66%
2010 -11.84% 16.38% 11.80% --

Rank in Category (By Total Return)

YTD 1
1-Month 11
3-Month 1
1-Year 6
3-Year 9
5-Year 49

Load Adjusted Returns

1-Year 21.33%
3-Year 14.42%
5-Year 11.05%
10-Year 9.22%

Performance & Risk

YTD Return 17.09%
5y Average Return 11.86%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Artisan Partners Funds
Net Assets 150.9M
YTD Return 11.78%
Yield 0.65%
Morningstar Rating
Inception Date Oct 15, 2015

Fund Summary

Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.

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