- Issuer
- Artisan Partners
- Inception Date
- Jul 1, 1997
- Category
- Foreign Large Cap Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
APHIX Performance Chart
Artisan International Fund Institutional Class (APHIX) is up 14.8% since the beginning of the year. APHIX is currently trading at $35 per share. Investors who bought $1,000 worth of APHIX shares 5 years ago would now be looking at an investment worth $1,653.
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Returns By Period
Artisan International Fund Institutional Class (APHIX) has returned 14.80% so far this year and 25.55% over the past 12 months. Over the last ten years, APHIX has returned 10.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Artisan International Fund Institutional Class
- 1D
- 0.06%
- 1M
- -0.32%
- YTD
- 14.80%
- 6M
- 15.42%
- 1Y
- 25.55%
- 3Y*
- 21.92%
- 5Y*
- 10.58%
- 10Y*
- 10.35%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
APHIX Monthly Returns History
Based on dividend-adjusted daily data since Jun 30, 1997, APHIX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 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% | -7.94% | 10.68% | -1.23% | 0.09% | 14.80% | ||||||
| 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 0.97%, beta of 0.74, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since June 30, 1997.
- This fund participated in 99.78% of S&P 500 Index downside but only 92.43% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.97%
- Beta
- 0.74
- R²
- 0.52
- Upside Capture
- 92.43%
- Downside Capture
- 99.78%
Expense Ratio
APHIX has a high expense ratio of 0.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
APHIX ranks 46 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APHIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.78 | -0.05 |
| Martin ratioReturn relative to average drawdown | 8.97 | 12.44 | -3.46 |
Dividends
Dividend History
Artisan International Fund Institutional Class provided a 19.71% 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 | 19.71% | 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 | $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 4.22%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -68.47%Mar 2009 | 1y 4mo | 8y 10mo | 10y 2moNov 2007 - Jan 2018 |
2003 bear market2003 | -66.48%Mar 2003 | 2y 12mo | 4y 7mo | 7y 7moMar 2000 - Oct 2007 |
1998 bear market1998 | -35.87%Oct 1998 | 2mo 19d | 6mo | 8mo 19dJul 1998 - Apr 1999 |
Bear market2022 | -33.73%Sep 2022 | 1y 24d | 1y 9mo | 2y 10moSep 2021 - Jul 2024 |
COVID crash2020 | -33.41%Mar 2020 | 1mo 5d | 5mo 18d | 6mo 23dFeb 2020 - Sep 2020 |
Drawdown Indicators
| APHIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -56.78% | -11.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -9.10% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -13.37% | -18.90% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | -25.43% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | -33.92% | +0.19% |
Current DrawdownCurrent decline from peak | -4.22% | -1.80% | -2.42% |
Average DrawdownAverage peak-to-trough decline | -23.04% | -10.71% | -12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.03% | +0.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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