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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan International Fund Institutional Class, 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 International Fund Institutional Class (APHIX) has returned 3.79% so far this year and 29.58% over the past 12 months. Over the last ten years, APHIX has returned 9.34% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Artisan International Fund Institutional Class
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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 Jun 30, 1997, APHIX's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, your investment would double in approximately 9.3 years.
Historically, 60% of months were positive and 40% were negative. The best month was Dec 1999 with a return of +21.6%, while the worst month was Oct 2008 at -23.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, APHIX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Dec 19, 2007 at -14.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.18% | 4.39% | -8.93% | 3.79% | |||||||||
| 2025 | 5.38% | 4.34% | -0.57% | 5.26% | 5.64% | 5.03% | 0.61% | 0.89% | 3.56% | 0.05% | -1.40% | 3.09% | 36.49% |
| 2024 | 0.74% | 4.42% | 4.45% | -4.36% | 4.31% | -1.12% | 3.43% | 2.58% | -0.19% | -1.75% | 1.28% | -2.91% | 10.89% |
| 2023 | 8.74% | -3.18% | 2.89% | 0.73% | -4.35% | 4.78% | 1.26% | -0.94% | -5.05% | -1.88% | 7.37% | 4.36% | 14.52% |
| 2022 | -5.51% | -7.56% | -0.15% | -7.33% | 2.18% | -8.61% | 4.06% | -4.65% | -8.10% | 8.77% | 10.71% | -2.67% | -19.35% |
| 2021 | -0.98% | -0.06% | 1.39% | 3.93% | 3.12% | -1.12% | 1.30% | 3.04% | -4.40% | 3.63% | -6.05% | 5.62% | 9.10% |
Benchmark Metrics
Artisan International Fund Institutional Class has an annualized alpha of 1.06%, beta of 0.74, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since July 01, 1997.
- This fund participated in 99.72% of S&P 500 Index downside but only 93.30% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 1.06%
- Beta
- 0.74
- R²
- 0.52
- Upside Capture
- 93.30%
- Downside Capture
- 99.72%
Expense Ratio
APHIX has a high expense ratio of 0.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
APHIX ranks 89 for risk / return — in the top 89% 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 International Fund Institutional Class (APHIX) and compare them to a chosen benchmark (S&P 500 Index).
| APHIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.90 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.39 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.40 | +1.13 |
Martin ratioReturn relative to average drawdown | 10.66 | 6.61 | +4.05 |
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 APHIX 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 International Fund Institutional Class provided a 21.80% dividend yield over the last twelve months, with an annual payout of $6.80 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.80 | $6.80 | $2.81 | $0.57 | $0.68 | $7.21 | $1.20 | $1.82 | $2.73 | $0.30 | $0.39 | $0.21 |
Dividend yield | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan International Fund Institutional Class. 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 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.80 | $6.80 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.81 | $2.81 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.21 | $0.00 | $7.21 |
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 International Fund Institutional Class. 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 International Fund Institutional Class was 68.47%, occurring on Mar 9, 2009. Recovery took 2223 trading sessions.
The current Artisan International Fund Institutional Class drawdown is 9.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.47% | Nov 1, 2007 | 339 | Mar 9, 2009 | 2223 | Jan 4, 2018 | 2562 |
| -66.48% | Mar 13, 2000 | 752 | Mar 12, 2003 | 1166 | Oct 26, 2007 | 1918 |
| -35.87% | Jul 21, 1998 | 57 | Oct 8, 1998 | 122 | Apr 6, 1999 | 179 |
| -33.73% | Sep 3, 2021 | 268 | Sep 27, 2022 | 449 | Jul 12, 2024 | 717 |
| -33.41% | Feb 12, 2020 | 25 | Mar 18, 2020 | 117 | Sep 2, 2020 | 142 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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