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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan Global Unconstrained Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Artisan Global Unconstrained Fund (APFPX) has returned 4.02% so far this year and 12.99% over the past 12 months.
Artisan Global Unconstrained Fund
- 1D
- 0.15%
- 1M
- 0.15%
- YTD
- 4.02%
- 6M
- 7.27%
- 1Y
- 12.99%
- 3Y*
- 9.99%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 17, 2022, APFPX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.
Historically, 81% of months were positive and 19% were negative. The best month was Aug 2022 with a return of +2.5%, while the worst month was Jun 2022 at -1.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 2 months.
On a daily basis, APFPX closed higher 49% of trading days. The best single day was Feb 14, 2023 with a return of +0.6%, while the worst single day was Sep 28, 2022 at -0.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.96% | 1.87% | 0.15% | 4.02% | |||||||||
| 2025 | 0.98% | 0.29% | 0.19% | -0.48% | 1.23% | 0.80% | 1.05% | 1.04% | 1.58% | 0.43% | 1.26% | 1.40% | 10.21% |
| 2024 | 1.48% | 1.60% | 1.79% | 1.06% | 0.47% | -0.66% | 0.48% | 0.12% | 0.84% | 1.61% | -0.06% | 2.06% | 11.33% |
| 2023 | 1.01% | 1.58% | -0.29% | -0.00% | 1.48% | 0.82% | 0.78% | -0.31% | 0.42% | 0.10% | 0.58% | 0.33% | 6.67% |
| 2022 | -0.05% | -0.98% | 0.68% | 2.47% | -0.01% | 1.28% | 1.86% | 1.33% | 6.73% |
Benchmark Metrics
Artisan Global Unconstrained Fund has an annualized alpha of 10.63%, beta of -0.03, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since May 18, 2022.
- This fund captured 18.91% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -25.18%) — a profile typical of hedging or uncorrelated assets.
- Beta of -0.03 may look defensive, but with R² of 0.02 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 0.02 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.
- Alpha
- 10.63%
- Beta
- -0.03
- R²
- 0.02
- Upside Capture
- 18.91%
- Downside Capture
- -25.18%
Expense Ratio
APFPX has a high expense ratio of 1.54%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
APFPX ranks 99 for risk / return — in the top 99% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan Global Unconstrained Fund (APFPX) and compare them to a chosen benchmark (S&P 500 Index).
| APFPX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.02 | 0.90 | +4.12 |
Sortino ratioReturn per unit of downside risk | 7.27 | 1.39 | +5.88 |
Omega ratioGain probability vs. loss probability | 2.27 | 1.21 | +1.06 |
Calmar ratioReturn relative to maximum drawdown | 6.23 | 1.40 | +4.83 |
Martin ratioReturn relative to average drawdown | 30.52 | 6.61 | +23.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore APFPX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Artisan Global Unconstrained Fund provided a 4.92% dividend yield over the last twelve months, with an annual payout of $0.55 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $0.55 | $0.43 | $0.63 | $0.67 | $0.84 |
Dividend yield | 4.92% | 4.01% | 6.18% | 6.89% | 8.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Global Unconstrained Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.04 | $0.03 | $0.04 | $0.11 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.03 | $0.06 | $0.43 |
| 2024 | $0.05 | $0.03 | $0.04 | $0.05 | $0.05 | $0.04 | $0.06 | $0.05 | $0.04 | $0.05 | $0.04 | $0.13 | $0.63 |
| 2023 | $0.05 | $0.04 | $0.04 | $0.00 | $0.05 | $0.04 | $0.03 | $0.03 | $0.04 | $0.00 | $0.04 | $0.32 | $0.67 |
| 2022 | $0.00 | $0.01 | $0.03 | $0.03 | $0.03 | $0.04 | $0.66 | $0.04 | $0.84 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Artisan Global Unconstrained 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 Global Unconstrained Fund was 2.10%, occurring on Mar 15, 2023. Recovery took 14 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.1% | Mar 2, 2023 | 10 | Mar 15, 2023 | 14 | Apr 4, 2023 | 24 |
| -2.02% | Mar 19, 2025 | 15 | Apr 9, 2025 | 28 | May 20, 2025 | 43 |
| -1.77% | Jun 15, 2022 | 12 | Jul 1, 2022 | 24 | Aug 5, 2022 | 36 |
| -1.57% | Sep 27, 2022 | 5 | Oct 3, 2022 | 13 | Oct 20, 2022 | 18 |
| -0.98% | May 31, 2024 | 16 | Jun 24, 2024 | 57 | Sep 13, 2024 | 73 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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