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Artisan International Value Fund Investor Shs: (MF: ARTKX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$51.23 USD
+0.10 (0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.43 | 19 |
| 3 months | 9.03 | 16 |
| 6 months | 10.58 | 18 |
| 1 Year | 27.62 | 15 |
| 3 Year | 11.18 | 1 |
| 5 Year | 12.73 | 1 |
| 10 Year | 8.38 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 247.82 |
| Bear Market (10/07 - 2/09) | -46.98 |
| Bull Market (2/09 - 3/21) | 547.78 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 27.62 |
| 5 Year | 12.73 |
| 10 Year | 8.38 |
| Since Inception | 11.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.38 | 1.42 | 9.03 | NA |
| 2023 | 10.10 | 3.96 | -3.08 | 10.55 |
| 2022 | -3.07 | -10.47 | -9.90 | 18.95 |
| 2021 | 8.35 | 6.19 | -2.84 | 4.37 |
| 2020 | -27.46 | 16.89 | 5.10 | 21.76 |
| 2019 | 10.01 | 3.92 | -0.68 | 9.17 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.43 | 22.65 | -6.99 | 16.69 | 8.52 | 23.96 | -15.64 | 23.80 | 5.50 | -1.75 | -0.60 |
| % Total Return Rel to Index | 1.93 | 3.79 | 9.48 | -0.67 | 3.08 | 5.53 | 0.49 | 1.99 | 7.38 | 1.52 | 6.73 |
| % Total Return Rel to Peer | 2.77 | 7.83 | 12.72 | 10.26 | -6.20 | 1.62 | 0.38 | -5.12 | 2.75 | 2.80 | 4.05 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 3.00 | 5.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.41 | 0.46 | 0.17 | 1.07 | 0.08 | 0.51 | 0.36 | 0.40 | 0.26 | 0.27 | 0.54 |
| % Yield | 0.74 | 0.95 | 0.41 | 2.24 | 0.20 | 1.28 | 1.06 | 0.97 | 0.74 | 0.78 | 1.43 |
| Capital Gains ($) | 0.00 | 0.83 | 0.63 | 3.03 | 0.24 | 0.83 | 1.30 | 1.09 | 0.75 | 1.68 | 1.81 |
| Expense Ratio | 1.18 | 1.18 | 1.19 | 1.18 | 1.19 | 1.19 | 1.18 | 1.19 | 1.18 | 1.17 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%