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Artisan Global Equity Fund (ARTHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US04314H8161

CUSIP

04314H816

Inception Date

Mar 28, 2010

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

ARTHX has a high expense ratio of 1.28%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

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ARTHX vs. JAVA
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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Artisan Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%200.00%300.00%400.00%December2025FebruaryMarchAprilMay
127.41%
382.77%
ARTHX (Artisan Global Equity Fund)
Benchmark (^GSPC)

Returns By Period

Artisan Global Equity Fund (ARTHX) returned 15.25% year-to-date (YTD) and 10.20% over the past 12 months. Over the past 10 years, ARTHX returned 2.44% annually, underperforming the S&P 500 benchmark at 10.43%.


ARTHX

YTD

15.25%

1M

17.98%

6M

1.49%

1Y

10.20%

5Y*

3.05%

10Y*

2.44%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of ARTHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.42%3.52%-0.73%4.16%3.10%15.25%
20240.94%6.14%5.16%-4.47%3.19%1.00%2.17%3.52%-0.19%-1.87%3.14%-11.61%5.94%
20237.23%-4.12%1.97%-1.35%-4.27%5.20%2.65%0.00%-5.50%-1.88%8.23%4.28%11.89%
2022-10.23%-5.96%1.03%-9.22%3.05%-9.55%7.55%-3.73%-8.39%9.94%8.71%-2.97%-20.62%
20210.60%0.81%-2.50%5.30%1.24%2.00%0.64%3.57%-6.28%3.68%-21.69%4.38%-10.99%
20201.72%-6.39%-11.74%11.08%7.86%3.13%4.55%5.08%-0.56%-3.08%-0.94%5.34%14.73%
20197.64%3.85%1.01%4.41%-2.11%6.26%0.53%-1.11%0.10%2.04%-5.61%2.32%20.26%
20187.79%-3.02%-0.88%0.61%0.93%0.28%3.46%1.11%-0.09%-6.53%-14.90%-6.22%-17.75%
20173.68%0.74%2.49%2.85%4.04%0.55%4.13%1.48%2.24%2.81%0.99%0.98%30.48%
2016-8.60%-2.93%6.53%2.18%2.58%-0.31%4.67%-1.51%1.22%-3.39%-1.19%-0.25%-1.87%
20150.25%5.05%-0.12%2.41%2.41%-1.62%0.63%-7.01%-4.44%5.98%-2.70%-1.05%-0.99%
2014-2.72%5.91%-2.94%-0.68%1.62%2.14%-2.46%3.08%-3.46%4.51%-1.77%-2.41%0.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ARTHX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ARTHX is 5656
Overall Rank
The Sharpe Ratio Rank of ARTHX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTHX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of ARTHX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of ARTHX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of ARTHX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Artisan Global Equity Fund Sharpe ratio is 0.55. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Artisan Global Equity Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.55
0.48
ARTHX (Artisan Global Equity Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Artisan Global Equity Fund provided a 0.69% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.15$0.15$0.16$0.14$3.74$2.79$1.78$3.06$0.14$0.00$0.35$0.49

Dividend yield

0.69%0.80%0.89%0.88%18.02%11.98%8.76%18.13%0.66%0.00%2.17%3.05%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.14
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.74$0.00$3.74
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.79$0.00$2.79
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.78$0.00$1.78
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.06$0.00$3.06
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.14
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.00$0.35
2014$0.49$0.00$0.49

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-15.15%
-7.82%
ARTHX (Artisan Global Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Artisan Global Equity 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 Equity Fund was 46.92%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current Artisan Global Equity Fund drawdown is 15.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.92%Sep 3, 2021268Sep 27, 2022
-35.33%Sep 27, 2018373Mar 23, 2020108Aug 25, 2020481
-24.67%Jun 24, 2015161Feb 11, 2016328Jun 1, 2017489
-22.13%May 2, 2011108Oct 3, 2011210Aug 3, 2012318
-15.25%Apr 15, 201037Jun 7, 201079Sep 28, 2010116

Volatility

Volatility Chart

The current Artisan Global Equity Fund volatility is 5.61%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.61%
11.21%
ARTHX (Artisan Global Equity Fund)
Benchmark (^GSPC)