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Artisan Global Opportunities Fund Inv Shs: (MF: ARTRX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$34.37 USD
-0.07 (-0.20%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.13 | 24 |
| 3 months | 1.22 | 48 |
| 6 months | 12.13 | 24 |
| 1 Year | 19.57 | 26 |
| 3 Year | 0.75 | 71 |
| 5 Year | 10.86 | 26 |
| 10 Year | 10.57 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 798.79 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 19.57 |
| 5 Year | 10.85 |
| 10 Year | 10.57 |
| Since Inception | 11.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.77 | 1.22 | NA | NA |
| 2023 | 9.09 | 5.73 | -5.65 | 13.02 |
| 2022 | -13.57 | -20.59 | -4.13 | 5.83 |
| 2021 | -1.94 | 8.77 | 1.74 | 4.68 |
| 2020 | -13.05 | 27.65 | 14.02 | 10.47 |
| 2019 | 16.45 | 6.06 | 0.40 | 9.32 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.13 | 22.99 | -30.37 | 13.60 | 39.80 | 35.58 | -9.06 | 31.19 | 4.72 | 7.75 | 2.32 |
| % Total Return Rel to Index | 0.09 | -1.42 | -11.27 | -4.55 | 25.72 | 10.38 | 1.36 | 11.07 | -0.60 | 10.51 | -0.60 |
| % Total Return Rel to Peer | 4.13 | 4.35 | -10.81 | -2.60 | 23.13 | 10.84 | 0.96 | 8.96 | -0.85 | 10.02 | 0.44 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.28 |
| Capital Gains ($) | 0.00 | 0.71 | 0.00 | 3.98 | 2.40 | 1.91 | 1.60 | 1.07 | 0.03 | 0.12 | 0.43 |
| Expense Ratio | 1.15 | 1.14 | 1.14 | 1.13 | 1.14 | 1.15 | 1.15 | 1.15 | 1.17 | 1.19 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%