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Artisan Global Equity Fund - Institutional Shares: (MF: APHHX)

(NASDAQ Mutual Funds) As of Jul 2, 2026 06:13 PM ET

$25.10 USD

+0.28 (1.13%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 14.59 17
3 months 2.87 62
6 months 16.61 14
1 Year 36.77 10
3 Year 30.39 2
5 Year 11.78 14
10 Year 14.76 6

* 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 May 31, 2026

1 Year 37.84
5 Year 10.50
10 Year 13.91
Since Inception 12.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.44 NA NA NA
2025 7.35 22.48 10.00 0.85
2024 12.71 -0.33 5.63 -1.23
2023 4.96 -0.63 -2.90 10.78
2022 -14.66 -15.28 -5.20 16.04
2021 -1.10 8.81 -2.29 0.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.5945.8717.2012.19-20.465.3129.5531.39-3.1431.59-1.51
% Total Return Rel to Index 8.4124.51-2.02-12.22-1.36-12.8415.476.197.2811.47-6.84
% Total Return Rel to Peer 8.3227.394.82-6.44-0.90-10.8912.886.646.889.36-7.08
% Perf Quintile vs Peer* 1.001.002.005.003.005.002.001.001.001.005.00
% Dividends 0.000.390.210.200.190.000.000.010.090.000.02
% Yield 0.001.371.571.641.090.000.000.020.440.000.16
Capital Gains ($) 0.004.892.000.000.003.732.791.783.030.130.00
Expense Ratio 0.001.101.091.041.041.051.051.161.101.161.11

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