- ISIN
- US04314H8161
- CUSIP
- 04314H816
- Issuer
- Artisan
- Inception Date
- Mar 28, 2010
- Category
- Global Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ARTHX Performance Chart
Artisan Global Equity Fund (ARTHX) is up 8.5% since the beginning of the year. ARTHX is currently trading at $24 per share. Investors who bought $1,000 worth of ARTHX shares 5 years ago would now be looking at an investment worth $1,586.
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Returns By Period
Artisan Global Equity Fund (ARTHX) has returned 8.53% so far this year and 22.36% over the past 12 months. Over the last decade, ARTHX has posted an annualized return of 14.22%, slightly higher than the S&P 500 Index benchmark’s 13.91%.
Artisan Global Equity Fund
- 1D
- -0.37%
- 1M
- -6.50%
- YTD
- 8.53%
- 6M
- 8.29%
- 1Y
- 22.36%
- 3Y*
- 26.26%
- 5Y*
- 9.67%
- 10Y*
- 14.22%
Benchmark (S&P 500 Index)
- 1D
- -0.01%
- 1M
- -2.15%
- YTD
- 7.48%
- 6M
- 6.14%
- 1Y
- 20.77%
- 3Y*
- 19.34%
- 5Y*
- 11.44%
- 10Y*
- 13.91%
ARTHX Monthly Returns History
Based on dividend-adjusted daily data since Mar 29, 2010, ARTHX's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2026 with a return of +12.6%, 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.89% | 2.30% | -8.94% | 12.59% | 0.27% | -5.23% | 8.53% | ||||||
| 2025 | 4.42% | 3.52% | -0.73% | 4.16% | 9.27% | 7.58% | 3.52% | 1.35% | 4.77% | 0.00% | -0.95% | 1.76% | 45.58% |
| 2024 | 0.94% | 6.14% | 5.16% | -4.47% | 3.19% | 1.00% | 2.17% | 3.52% | -0.19% | -1.87% | 3.14% | -2.55% | 16.80% |
| 2023 | 7.23% | -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% |
| 2021 | 0.60% | 0.81% | -2.50% | 5.30% | 1.24% | 2.00% | 0.64% | 3.57% | -6.28% | 3.68% | -7.66% | 4.38% | 4.95% |
Benchmark Metrics
Artisan Global Equity Fund has an annualized alpha of 2.35%, beta of 0.86, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since March 29, 2010.
- This fund generated an annualized alpha of 2.35% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.86 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.35%
- Beta
- 0.86
- R²
- 0.74
- Upside Capture
- 99.76%
- Downside Capture
- 97.02%
Expense Ratio
ARTHX has a high expense ratio of 1.28%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
ARTHX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Artisan Global Equity Fund (ARTHX) 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.
| ARTHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.29 | -0.11 |
| Martin ratioReturn relative to average drawdown | 7.33 | 10.09 | -2.76 |
Dividends
Dividend History
Artisan Global Equity Fund provided a 21.55% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.24 | $5.24 | $2.15 | $0.16 | $0.14 | $3.74 | $2.79 | $1.78 | $3.06 | $0.14 | $0.00 | $0.35 |
Dividend yield | 21.55% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
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.
| 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 | $5.24 | $5.24 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $2.15 |
| 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 |
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 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 8.41%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -37.42%Sep 2022 | 1y 24d | 2y 2mo | 3y 3moSep 2021 - Dec 2024 |
COVID crash2020 | -31.59%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
2016 bear market2016 | -23.06%Feb 2016 | 7mo 22d | 1y 3mo | 1y 10moJun 2015 - May 2017 |
2011 bear market2011 | -22.13%Oct 2011 | 5mo 4d | 6mo 2d | 11mo 6dMay 2011 - Apr 2012 |
Rate-hike selloffLate 2018 | -17.41%Dec 2018 | 2mo 28d | 3mo 29d | 6mo 27dSep 2018 - Apr 2019 |
Drawdown Indicators
| ARTHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.42% | -56.78% | +19.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -9.10% | -1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -14.06% | -18.90% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -37.42% | -25.43% | -11.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -33.92% | -3.50% |
Current DrawdownCurrent decline from peak | -8.41% | -3.32% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -10.71% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.06% | +0.95% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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