Back to top
more

Artisan Global Value Fd Inst Shs: (MF: APHGX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:00 PM ET

$29.56 USD

-0.13 (-0.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.08 29
3 months 10.60 6
6 months 18.11 9
1 Year 29.88 8
3 Year 21.44 9
5 Year 14.41 6
10 Year 12.16 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 34.30
5 Year 12.90
10 Year 11.03
Since Inception 11.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 9.07 8.69 5.66 7.19
2024 7.30 1.55 5.82 -3.80
2023 9.84 5.92 -2.97 12.38
2022 -2.15 -13.33 -10.13 10.00
2021 9.48 5.13 -3.09 3.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.0734.3010.9326.87-16.1615.776.7024.11-12.7921.8510.31
% Total Return Rel to Index 0.0012.95-8.292.452.93-2.39-7.37-1.08-2.361.734.97
% Total Return Rel to Peer 0.0015.82-1.448.233.40-0.43-9.96-0.62-2.76-0.374.73
% Perf Quintile vs Peer* 0.000.000.001.002.003.004.004.004.004.001.00
% Dividends 0.000.310.290.200.100.230.030.280.180.160.13
% Yield NA1.031.241.370.561.030.191.481.150.860.80
Capital Gains ($) 0.001.040.950.450.001.730.000.000.800.240.31
Expense Ratio 0.001.011.011.011.011.011.021.011.011.021.03

* 1 = Top 20%, 5 = Bottom 20%