Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ARTHX (ARTISAN GLOBAL EQUITY FUND INVESTOR SHARES) 8.84% 26.63% 27.07% 6.53% 10.53% 10.41% NA
Data as of 06/05/2026, Common starting date is 03/30/2010
More Performance Analytics Comparison
Name Start Date End Date
ARTHX (ARTISAN GLOBAL EQUITY FUND INVESTOR SHARES) 03/30/2010 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -4.95 26.63 27.07 6.53 10.53 10.41 NA 8.84 45.58 16.79 11.89 -20.62 -10.99 14.73 31.13 -3.75 31.34 -1.87 1.14 3.32 29.65 30.17 -5.39 14.37
Sharpe Ratio NA 2.25 1.81 0.29 0.52 NA NA 1.98 2.74 1.05 0.66 -0.92 -0.47 0.45 2.37 -0.33 3.80 -0.15 0.07 0.32 2.60 2.21 -0.22 0.97
Standard Deviation(%) NA 14.89 14.38 18.49 18.43 NA NA 18.55 15.63 12.56 12.63 23.93 23.58 31.82 12.53 15.51 8.12 13.94 15.67 10.30 11.39 13.77 24.30 19.84
Draw Down(%) NA 10.16 13.82 46.92 46.92 NA NA 10.16 13.82 8.20 10.27 32.18 25.59 31.59 5.84 17.41 3.10 14.77 15.53 7.45 9.28 10.76 22.13 15.25
Yield(%) 0.00 22.00 15.29 6.20 7.87 8.60 7.58 0.00 27.56 12.03 0.98 0.69 0.00 0.00 10.58 14.75 0.86 0.00 2.15 3.07 5.64 5.19 1.80 1.45
Data as of 06/05/2026, Common starting date is 03/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARTHX (ARTISAN GLOBAL EQUITY FUND INVESTOR SHARES) -10.29%
Sep 2020 – Sep 2023
-1.42%
Sep 2017 – Sep 2022
3.79%
Oct 2013 – Oct 2023
9.16%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARTHX (ARTISAN GLOBAL EQUITY FUND INVESTOR SHARES) 30.06%
May 2023 – May 2026
18.46%
May 2010 – May 2015
14.50%
Aug 2010 – Aug 2020
11.27%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return