Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARTRX (ARTISAN GLOBAL OPPORTUNITIES FUND INVESTOR SHARES) | 6.55% | 8.57% | 14.59% | 7.73% | 10.71% | 13.06% | NA | 11.61% |
Data as of 07/03/2025, AR inception is 09/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTRX (ARTISAN GLOBAL OPPORTUNITIES FUND INVESTOR SHARES) | 09/23/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 8.57 | 14.59 | 7.73 | 10.71 | 13.06 | NA | 11.61 | 6.55 | 2.72 | 20.05 | -30.38 | 2.64 | 30.65 | 35.60 | -9.23 | 31.22 | 4.73 | 7.75 | 2.35 | 24.30 | 29.78 | -6.55 | 28.23 | 47.86 | -34.60 |
| Sharpe Ratio | NA | 0.28 | 0.62 | 0.31 | 0.48 | NA | NA | 0.48 | 0.47 | -0.21 | 1.04 | -1.13 | 0.14 | 0.97 | 2.61 | -0.60 | 3.42 | 0.30 | 0.51 | 0.18 | 1.90 | 1.93 | -0.25 | 1.38 | 1.66 | -1.15 |
| Standard Deviation(%) | NA | 19.13 | 18.46 | 19.11 | 18.93 | NA | NA | 21.08 | 22.24 | 18.68 | 15.29 | 28.28 | 18.41 | 31.22 | 13.11 | 17.58 | 8.98 | 15.26 | 15.16 | 13.27 | 12.76 | 15.51 | 25.98 | 20.45 | 28.72 | 68.79 |
| Draw Down(%) | NA | 19.81 | 19.84 | 38.37 | 38.37 | NA | NA | 46.00 | 19.81 | 15.20 | 13.13 | 35.76 | 16.90 | 29.27 | 6.13 | 21.32 | 4.48 | 13.97 | 14.14 | 10.05 | 10.31 | 10.98 | 23.27 | 12.97 | 20.29 | 46.00 |
| Yield(%) | 0.00 | 11.25 | 5.99 | 6.97 | 7.88 | 11.95 | 8.25 | 10.31 | 0.00 | 12.91 | 2.77 | 0.00 | 11.06 | 8.64 | 8.81 | 6.15 | 5.18 | 0.18 | 0.75 | 2.70 | 0.00 | 0.00 | 0.90 | 1.30 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 09/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTRX (ARTISAN GLOBAL OPPORTUNITIES FUND INVESTOR SHARES) |
-2.22%
Oct 2020 - Oct 2023 |
6.04%
Sep 2017 - Sep 2022 |
8.48%
Oct 2013 - Oct 2023 |
11.52%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTRX (ARTISAN GLOBAL OPPORTUNITIES FUND INVESTOR SHARES) |
32.04%
Feb 2009 - Feb 2012 |
26.71%
Feb 2009 - Feb 2014 |
17.27%
Feb 2009 - Feb 2019 |
15.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart