Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARTGX (ARTISAN GLOBAL VALUE FUND INVESTOR SHARES) | 18.85% | 19.84% | 19.64% | 16.05% | 9.42% | 11.35% | NA | 8.96% |
Data as of 07/03/2025, AR inception is 12/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTGX (ARTISAN GLOBAL VALUE FUND INVESTOR SHARES) | 12/13/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 19.84 | 19.64 | 16.05 | 9.42 | 11.35 | NA | 8.96 | 18.85 | 10.66 | 26.57 | -13.46 | 15.65 | 6.48 | 23.79 | -13.01 | 21.55 | 9.99 | -2.87 | 4.50 | 31.12 | 18.98 | 1.49 | 16.18 | 30.33 | -29.80 | -1.33 |
| Sharpe Ratio | NA | 1.18 | 1.05 | 0.99 | 0.43 | NA | NA | 0.42 | 2.23 | 0.74 | 1.93 | -0.70 | 1.19 | 0.17 | 1.83 | -1.08 | 3.04 | 0.63 | -0.21 | 0.45 | 3.21 | 1.57 | 0.06 | 0.95 | 1.23 | -0.92 | -1.87 |
| Standard Deviation(%) | NA | 13.94 | 14.07 | 15.33 | 17.77 | NA | NA | 18.66 | 16.90 | 9.56 | 11.99 | 21.47 | 13.18 | 37.54 | 12.20 | 13.40 | 6.90 | 15.47 | 13.51 | 9.91 | 9.69 | 12.19 | 22.85 | 16.90 | 24.64 | 33.38 | 15.39 |
| Draw Down(%) | NA | 10.70 | 15.61 | 26.74 | 39.90 | NA | NA | 49.08 | 10.70 | 5.45 | 8.53 | 26.74 | 8.08 | 39.90 | 7.82 | 21.59 | 2.27 | 10.46 | 13.31 | 10.18 | 5.38 | 10.07 | 17.20 | 13.47 | 28.69 | 39.67 | 3.07 |
| Yield(%) | 0.00 | 5.16 | 4.73 | 5.69 | 4.59 | 6.67 | 4.29 | 5.05 | 0.00 | 5.68 | 3.50 | 3.18 | 9.94 | 0.05 | 1.58 | 5.19 | 2.38 | 2.90 | 5.49 | 3.43 | 2.82 | 0.92 | 1.62 | 0.84 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTGX (ARTISAN GLOBAL VALUE FUND INVESTOR SHARES) |
-4.49%
Mar 2017 - Mar 2020 |
-0.42%
Mar 2015 - Mar 2020 |
6.07%
Mar 2010 - Mar 2020 |
7.42%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTGX (ARTISAN GLOBAL VALUE FUND INVESTOR SHARES) |
26.89%
Feb 2009 - Feb 2012 |
24.62%
Feb 2009 - Feb 2014 |
14.68%
Feb 2009 - Feb 2019 |
12.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart