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Artisan Global Value Fund (APHGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.08+0.08 (+0.35%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.17%
5-Year Average Return10.78%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 13, 2024)31.44%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return31.44%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPHGXCategory
YTD5.87%14.38%
1-Month-1.33%-1.21%
3-Month4.52%5.03%
1-Year19.12%39.50%
3-Year5.67%9.11%
5-Year8.94%10.10%
10-Year7.67%7.90%
Last Bull Market21.94%15.53%
Last Bear Market-13.33%-17.52%

Annual Total Return (%) History

Year
APHGXCategory
2024
N/AN/A
2023
26.83%N/A
2022
-13.21%N/A
2021
15.75%N/A
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
N/A14.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20239.85%5.92%-2.97%12.34%
2022-2.15%-13.33%-10.14%13.89%
20219.49%5.13%-3.09%3.76%
2020-29.60%15.99%7.33%21.74%
201911.40%3.85%-0.64%7.97%
2018-1.93%-1.12%3.69%-13.27%
20175.84%5.39%5.23%3.82%
20161.48%-0.55%6.69%2.43%
20150.52%0.58%-7.58%4.19%
20141.37%4.37%-3.45%2.58%
20138.78%3.61%7.27%8.71%
20124.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD11
1-Month3
3-Month29
1-Year7
3-Year33
5-Year25

Load Adjusted Returns

1-Year19.12%
3-Year5.67%
5-Year8.94%
10-Year7.67%