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ARTGX: ARTISAN GLOBAL VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 22.26 0.11(0.50%) April 26
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (79%) |
Start Date: | 12/13/2007 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 2.95% |
Expenses | 1.16% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/13/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 6.3 | 21.8 | 5.8 | 9.0 | 7.5 | 11.4 | 7.9 | 26.6 | -13.5 | 15.6 | 6.5 | 23.8 | -13.0 | 21.5 | 10.0 | -2.9 | 4.5 | 31.1 | 19.0 | 1.5 | 16.2 | 30.3 | -29.8 | -1.3 |
Sharpe Ratio | NA | 1.56 | 1.47 | 0.19 | 0.33 | 0.36 | NA | 0.37 | 1.85 | -0.69 | 1.18 | 0.17 | 1.83 | -1.07 | 3.04 | 0.63 | -0.21 | 0.45 | 3.21 | 1.57 | 0.06 | 0.95 | 1.23 | -0.92 | -1.84 |
Draw Down(%) | NA | 3.2 | 7.7 | 26.7 | 39.9 | 39.9 | NA | 49.1 | 8.5 | 26.7 | 8.1 | 39.9 | 7.8 | 21.6 | 2.3 | 10.5 | 13.3 | 10.2 | 5.4 | 10.1 | 17.2 | 13.5 | 28.7 | 39.7 | 3.1 |
Standard Deviation(%) | NA | 8.0 | 9.8 | 15.7 | 21.5 | 17.5 | NA | 19.0 | 12.1 | 21.5 | 13.2 | 37.4 | 12.2 | 13.4 | 6.9 | 15.5 | 13.5 | 9.9 | 9.7 | 12.2 | 22.9 | 16.9 | 24.6 | 33.4 | 15.4 |
Treynor Ratio | NA | 0.19 | 0.19 | 0.03 | 0.07 | 0.06 | NA | 0.08 | 0.26 | -0.15 | 0.19 | 0.05 | 0.21 | -0.16 | 0.28 | 0.11 | -0.04 | 0.05 | 0.44 | 0.27 | 0.02 | 0.21 | 0.38 | -0.43 | -0.43 |
Alpha | NA | 0.05 | 0.04 | 0.02 | 0.02 | 0.01 | NA | 0.02 | 0.04 | 0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.03 | 0.07 | 0.02 | 0.06 | 0.03 | 0.0 | 0.02 | -0.03 |
Beta | NA | 0.65 | 0.74 | 0.92 | 1.07 | 1.0 | NA | 0.84 | 0.85 | 0.98 | 0.83 | 1.22 | 1.07 | 0.92 | 0.74 | 0.86 | 0.81 | 0.82 | 0.71 | 0.71 | 0.84 | 0.75 | 0.8 | 0.72 | 0.66 |
RSquared | NA | 0.68 | 0.75 | 0.78 | 0.84 | 0.83 | NA | 0.84 | 0.73 | 0.84 | 0.62 | 0.91 | 0.84 | 0.86 | 0.58 | 0.88 | 0.83 | 0.8 | 0.81 | 0.87 | 0.92 | 0.88 | 0.9 | 0.87 | 0.85 |
Yield(%) | N/A | 0.0 | 3.2 | 4.8 | 4.0 | 4.2 | 7.3 | N/A | 3.5 | 3.2 | 9.9 | 0.1 | 1.6 | 5.2 | 2.4 | 2.9 | 5.5 | 3.4 | 2.8 | 1.0 | 1.7 | 0.9 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -7.7 | 164.2 | 10.3 | N/A | N/A | N/A | -7.7 | -66.1 | 19100.0 | -95.8 | -74.7 | 156.8 | -9.8 | -51.8 | 63.5 | 52.9 | 240.0 | -41.2 | 112.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2007
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