Artisan Emerging Markets Debt Opportunities Fund (APFOX)

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Artisan Emerging Markets Debt Opportunities Fund (APFOX) is up 4.9% since the beginning of the year. APFOX is currently trading at $11 per share.

Artisan Emerging Markets Debt Opportunities Fund (APFOX) has returned 4.89% so far this year and 15.55% over the past 12 months.

Based on dividend-adjusted daily data since Apr 28, 2022, APFOX's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.

Historically, 78% of months were positive and 22% were negative. The best month was Nov 2022 with a return of +4.6%, while the worst month was Mar 2026 at -2.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, APFOX closed higher 52% of trading days. The best single day was Dec 10, 2024 with a return of +1.2%, while the worst single day was Apr 7, 2025 at -1.6%.

Artisan Emerging Markets Debt Opportunities Fund has an annualized alpha of 10.92%, beta of 0.06, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since April 29, 2022.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (34.64%) than losses (6.55%) - typical of diversified or defensive assets.
• Beta of 0.06 may look defensive, but with R2 of 0.09 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.09 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

APFOX has a high expense ratio of 1.25%, indicating above-average management fees.

APFOX ranks 96 for risk / return — in the top 96% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Artisan Emerging Markets Debt Opportunities Fund (APFOX) and compare them to S&P 500 Index.

Artisan Emerging Markets Debt Opportunities Fund provided a 7.17% dividend yield over the last twelve months, with an annual payout of $0.80 per share.

The table displays the monthly dividend distributions for Artisan Emerging Markets Debt Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Artisan Emerging Markets Debt Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artisan Emerging Markets Debt Opportunities Fund was 5.69%, occurring on Apr 9, 2025. Recovery took 42 trading sessions.

The chart below shows the rolling one-month volatility.