Artisan Global Equity Fund (ARTHX)

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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.

Artisan Global Equity Fund (ARTHX) has returned 0.31% so far this year and 36.09% over the past 12 months. Looking at the last ten years, ARTHX has achieved an annualized return of 13.42%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Mar 29, 2010, ARTHX's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 years.

Historically, 63% of months were positive and 37% were negative. The best month was Sep 2010 with a return of +11.9%, while the worst month was Mar 2020 at -11.7%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ARTHX closed higher 53% of trading days. The best single day was Dec 10, 2024 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -10.2%.

Artisan Global Equity Fund has an annualized alpha of 2.73%, beta of 0.85, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since March 30, 2010.

• This fund captured 100.75% of S&P 500 Index gains but only 95.57% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 2.73% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.85 and R² of 0.75, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

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

ARTHX ranks 93 for risk / return — in the top 93% 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 Global Equity Fund (ARTHX) and compare them to a chosen benchmark (S&P 500 Index).

Artisan Global Equity Fund provided a 23.31% dividend yield over the last twelve months, with an annual payout of $5.24 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 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 37.42%, occurring on Sep 27, 2022. Recovery took 554 trading sessions.

The current Artisan Global Equity Fund drawdown is 10.16%.

The chart below shows the rolling one-month volatility.