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Artisan Global Value Investor (ARTGX)
31.08
-0.05
(-0.16%)
At close: October 30 at 8:08:17 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.29% |
|---|---|
| 5y Average Return | 12.26% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 30, 2026) | 33.98% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 33.98% |
| Worst 3Y Total Return | 2.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARTGX
Category
- YTD
- 7.38%
- 14.38%
- 1-Month
- -4.60%
- -1.21%
- 3-Month
- -1.85%
- 5.03%
- 1-Year
- 15.08%
- 39.50%
- 3-Year
- 21.35%
- 9.11%
- 5-Year
- 12.58%
- 10.10%
- 10-Year
- 11.13%
- 7.90%
- Last Bull Market
- 27.61%
- 15.53%
- Last Bear Market
- -13.40%
- -17.52%
Annual Total Return (%) History
Year
ARTGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.09% | 12.89% | -1.85% | -- |
|
2025
|
8.99% | 8.67% | 5.56% | 7.17% |
|
2024
|
7.21% | 1.51% | 5.79% | -3.90% |
|
2023
|
9.79% | 5.88% | -3.03% | 12.25% |
|
2022
|
-2.25% | -13.40% | -10.16% | 13.80% |
|
2021
|
9.44% | 5.09% | -3.19% | 3.75% |
|
2020
|
-29.60% | 15.83% | 7.34% | 21.65% |
|
2019
|
11.33% | 3.80% | -0.64% | 7.81% |
|
2018
|
-1.93% | -1.18% | 3.58% | -13.35% |
|
2017
|
5.77% | 5.33% | 5.18% | 3.76% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 73 |
|---|---|
| 3-Month | 91 |
| 1-Year | 57 |
| 3-Year | 26 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 15.08% |
| 3-Year | 21.35% |
|---|---|
| 5-Year | 12.58% |
| 10-Year | 11.13% |
Performance & Risk
| YTD Return | 10.29% |
| 5y Average Return | 12.26% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Artisan Partners Funds |
| Net Assets | 3.19B |
| YTD Return | 7.38% |
| Yield | 0.80% |
| Morningstar Rating | |
| Inception Date | Jul 17, 2012 |
Fund Summary
The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.
