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

(NASDAQ Mutual Funds) As of Sep 11, 2026 06:09 PM ET

$31.43 USD

+0.09 (0.29%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.77 32
3 months 7.35 4
6 months 7.39 34
1 Year 26.85 13
3 Year 21.11 8
5 Year 12.11 10
10 Year 11.75 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 Jul 31, 2026

1 Year 24.08
5 Year 11.78
10 Year 11.94
Since Inception 11.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.01 12.94 NA NA
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 11.7734.3010.9326.87-16.1615.776.7024.11-12.7921.8510.31
% Total Return Rel to Index -0.4012.95-8.292.452.93-2.39-7.37-1.08-2.361.734.97
% Total Return Rel to Peer -0.0915.82-1.448.233.40-0.43-9.96-0.62-2.76-0.374.73
% Perf Quintile vs Peer* 3.001.003.001.002.003.004.004.004.004.001.00
% Dividends 0.000.310.290.200.100.230.030.280.180.160.13
% Yield 0.001.031.241.370.561.030.191.481.150.860.80
Capital Gains ($) 0.001.040.950.450.001.730.000.000.800.240.31
Expense Ratio 1.011.011.011.011.011.011.021.011.011.021.03

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