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Artisan Global Value Fund Investor Shares: (MF: ARTGX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$22.26 USD
+0.20 (0.91%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.21 | 51 |
| 3 months | 7.21 | 51 |
| 6 months | 20.38 | 39 |
| 1 Year | 23.60 | 28 |
| 3 Year | 6.19 | 35 |
| 5 Year | 9.18 | 55 |
| 10 Year | 7.25 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 523.71 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 23.60 |
| 5 Year | 9.18 |
| 10 Year | 7.25 |
| Since Inception | 8.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.21 | NA | NA | NA |
| 2023 | 9.79 | 5.87 | -3.02 | 12.28 |
| 2022 | -2.24 | -13.40 | -10.16 | 9.90 |
| 2021 | 9.44 | 5.09 | -3.18 | 3.76 |
| 2020 | -29.59 | 15.83 | 7.34 | 21.64 |
| 2019 | 11.33 | 3.79 | -0.63 | 7.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.21 | 26.57 | -16.41 | 15.54 | 6.48 | 23.78 | -13.01 | 21.57 | 10.02 | -2.84 | 4.49 |
| % Total Return Rel to Index | -1.80 | 2.16 | 2.68 | -2.61 | -7.59 | -1.41 | -2.58 | 1.45 | 4.69 | -0.08 | 1.56 |
| % Total Return Rel to Peer | 0.01 | 7.93 | 3.15 | -0.66 | -10.18 | -0.95 | -2.98 | -0.65 | 4.44 | -0.57 | 2.61 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 2.00 | 3.00 | 4.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.15 | 0.05 | 0.19 | 0.01 | 0.23 | 0.14 | 0.12 | 0.10 | 0.05 | 0.07 |
| % Yield | 0.00 | 0.70 | 0.28 | 0.82 | 0.04 | 1.22 | 0.88 | 0.63 | 0.61 | 0.32 | 0.46 |
| Capital Gains ($) | 0.00 | 0.45 | 0.00 | 1.73 | 0.00 | 0.00 | 0.80 | 0.24 | 0.31 | 0.80 | 0.44 |
| Expense Ratio | 0.00 | 1.26 | 1.25 | 1.24 | 1.26 | 1.25 | 1.25 | 1.25 | 1.26 | 1.28 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%