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Artisan Developing World Fund - Investor Shares: (MF: ARTYX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$18.00 USD
+0.45 (2.56%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.09 | 1 |
| 3 months | 11.09 | 1 |
| 6 months | 24.19 | 2 |
| 1 Year | 17.31 | 13 |
| 3 Year | -7.94 | 89 |
| 5 Year | 9.71 | 4 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 17.31 |
| 5 Year | 9.71 |
| 10 Year | NA |
| Since Inception | 9.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.09 | NA | NA | NA |
| 2023 | 22.63 | 1.91 | -7.30 | 11.79 |
| 2022 | -19.38 | -24.50 | -8.94 | 5.82 |
| 2021 | -2.57 | 9.56 | -9.36 | -6.87 |
| 2020 | -8.20 | 38.34 | 18.87 | 20.05 |
| 2019 | 22.79 | 6.51 | -4.41 | 13.31 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.09 | 29.50 | -41.35 | -9.91 | 81.22 | 41.67 | -15.67 | 35.02 | 11.69 |
| % Total Return Rel to Index | 5.14 | 10.64 | -24.87 | -27.27 | 75.79 | 23.24 | 0.46 | 13.22 | 13.57 |
| % Total Return Rel to Peer | 6.61 | 14.68 | -21.63 | -16.34 | 66.50 | 19.33 | 0.35 | 6.10 | 8.94 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.06 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.06 | 1.11 | 0.00 | 0.00 | 0.41 | 0.04 |
| Expense Ratio | 0.00 | 1.30 | 1.28 | 1.26 | 1.28 | 1.35 | 1.36 | 1.40 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%