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Artisan Global Equity Fund Investor Shares: (MF: ARTHX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$20.14 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.63 | 11 |
| 3 months | 6.63 | 10 |
| 6 months | 21.46 | 24 |
| 1 Year | 16.42 | 40 |
| 3 Year | -1.19 | 78 |
| 5 Year | 7.64 | 56 |
| 10 Year | 8.35 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 20.23 |
| 5 Year | 9.56 |
| 10 Year | 8.77 |
| Since Inception | 11.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.66 | NA | NA | NA |
| 2023 | 4.84 | -0.64 | -3.00 | 10.72 |
| 2022 | -14.71 | -15.38 | -5.14 | 15.94 |
| 2021 | -1.11 | 8.72 | -2.31 | 0.08 |
| 2020 | -15.96 | 23.56 | 9.25 | 13.96 |
| 2019 | 12.91 | 8.60 | -0.48 | 7.45 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.63 | 11.88 | -20.63 | 5.10 | 29.29 | 31.13 | -3.42 | 31.36 | -1.86 | 1.14 | 3.29 |
| % Total Return Rel to Index | 2.61 | -12.53 | -1.53 | -13.05 | 15.21 | 5.92 | 6.99 | 11.24 | -7.20 | 3.90 | 0.36 |
| % Total Return Rel to Peer | 4.43 | -6.76 | -1.06 | -11.09 | 12.62 | 6.38 | 6.60 | 9.13 | -7.44 | 3.42 | 1.40 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 5.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.16 | 0.14 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.86 | 0.85 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.73 | 2.79 | 1.78 | 3.03 | 0.14 | 0.00 | 0.35 | 0.49 |
| Expense Ratio | 0.00 | 1.30 | 1.28 | 1.26 | 1.26 | 1.38 | 1.36 | 1.40 | 1.37 | 1.37 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%