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Artisan Global Opportunities Inv (ARTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.80+0.07 (+0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.39%
5-Year Average Return11.87%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)47.86%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return47.86%
Worst 3-Yr Total Return-0.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnARTRXCategory
YTD7.22%9.95%
1-Month-3.21%2.98%
3-Month4.64%8.22%
1-Year21.93%40.81%
3-Year0.25%19.17%
5-Year10.34%18.49%
10-Year10.81%11.83%
Last Bull Market30.23%21.12%
Last Bear Market-20.59%-20.34%

Annual Total Return (%) History

Year
ARTRXCategory
2024
N/AN/A
2023
23.00%N/A
2022
-30.38%N/A
2021
13.62%N/A
2020
39.81%32.67%
2019
35.60%30.40%
2018
-9.07%-7.79%
2017
31.18%30.22%
2016
4.73%2.42%
2015
7.75%1.26%
2014
2.35%2.65%
2013
24.30%26.44%
2012
29.78%18.01%
2011
-6.56%-6.80%
2010
28.23%15.68%
2009
47.86%39.03%
2008
N/A-41.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
20239.09%5.73%-5.66%13.03%
2022-13.58%-20.59%-4.14%5.84%
2021-1.94%8.78%1.74%4.70%
2020-13.06%27.66%14.02%10.48%
201916.45%6.06%0.41%9.34%
20183.19%0.72%3.48%-15.45%
201710.38%8.20%5.29%4.32%
2016-0.36%1.08%10.47%-5.87%
20155.20%4.58%-8.66%7.22%
2014-0.11%4.37%-0.89%-0.95%
20135.77%0.64%10.27%5.90%
201220.88%-4.81%9.26%3.22%
20116.68%1.76%-18.24%5.28%
20104.86%-9.07%19.20%12.83%
20091.22%19.34%15.70%5.80%
2008-29.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD26
1-Month19
3-Month40
1-Year29
3-Year57
5-Year34

Load Adjusted Returns

1-Year21.93%
3-Year0.25%
5-Year10.34%
10-Year10.81%