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Artisan Global Equity Fund (APHHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.43-0.05 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.52%
5-year average return8.80%
Number of years up5
Number of years down3
Best 1-yr total return (16 May 2024)31.60%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return31.60%
Worst 3-yr total return-2.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHHXCategory
YTD7.75%9.95%
1-month-4.41%2.98%
3-month6.70%8.22%
1-year16.72%40.81%
3-year-0.93%19.17%
5-year7.89%18.49%
10-year8.58%11.83%
Last bull market27.24%21.12%
Last bear market-15.28%-20.34%

Annual total return (%) history

Year
APHHXCategory
2024
N/AN/A
2023
12.20%N/A
2022
-20.47%N/A
2021
5.34%N/A
2020
29.56%32.67%
2019
31.39%30.40%
2018
-3.13%-7.79%
2017
31.60%30.22%
2016
-1.51%2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.72%N/AN/AN/A
20234.96%-0.63%-2.90%10.79%
2022-14.66%-15.28%-5.20%16.04%
2021-1.11%8.82%-2.29%0.18%
2020-15.96%23.70%9.27%14.04%
201912.92%8.67%-0.43%7.53%
20183.64%1.92%4.64%-12.35%
20177.10%7.63%8.08%5.62%
2016-5.36%4.54%4.41%-4.66%

Rank in category (by total return)

YTD23
1-month60
3-month18
1-year52
3-year68
5-year75

Load adjusted returns

1-year16.72%
3-year-0.93%
5-year7.89%
10-year8.58%