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Artisan Global Opportunities Fd Insti Shs: (MF: APHRX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$36.75 USD
+0.35 (0.96%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.26 | 23 |
| 3 months | 1.30 | 47 |
| 6 months | 12.26 | 23 |
| 1 Year | 19.88 | 25 |
| 3 Year | 1.00 | 68 |
| 5 Year | 11.13 | 23 |
| 10 Year | 10.84 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.88 |
| 5 Year | 11.12 |
| 10 Year | 10.83 |
| Since Inception | 11.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.81 | 1.30 | NA | NA |
| 2023 | 9.08 | 5.83 | -5.60 | 13.12 |
| 2022 | -13.53 | -20.54 | -4.07 | 5.93 |
| 2021 | -1.82 | 8.80 | 1.81 | 4.74 |
| 2020 | -13.00 | 27.72 | 14.05 | 10.52 |
| 2019 | 16.55 | 6.09 | 0.47 | 9.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.26 | 23.28 | -30.18 | 13.90 | 40.06 | 35.94 | -8.84 | 31.50 | 5.01 | 8.01 | 2.54 |
| % Total Return Rel to Index | 0.22 | -1.13 | -11.09 | -4.25 | 25.98 | 10.73 | 1.58 | 11.38 | -0.32 | 10.77 | -0.38 |
| % Total Return Rel to Peer | 4.26 | 4.64 | -10.62 | -2.29 | 23.39 | 11.19 | 1.18 | 9.27 | -0.56 | 10.29 | 0.66 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.05 | 0.10 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.01 | 0.00 | 0.00 | 0.25 | 0.55 |
| Capital Gains ($) | 0.00 | 0.71 | 0.00 | 3.98 | 2.40 | 1.91 | 1.60 | 1.07 | 0.03 | 0.12 | 0.43 |
| Expense Ratio | 0.92 | 0.91 | 0.90 | 0.89 | 0.90 | 0.91 | 0.91 | 0.93 | 0.92 | 0.95 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%