Artisan Global Equity Fund (ARTHX)
The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.
Fund Info
US04314H8161
04314H816
Mar 28, 2010
$1,000
Large-Cap
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
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Artisan Global Equity Fund (ARTHX) returned 22.45% year-to-date (YTD) and 17.98% over the past 12 months. Over the past 10 years, ARTHX returned 8.84% annually, underperforming the S&P 500 benchmark at 10.84%.
ARTHX
22.45%
9.65%
8.88%
17.98%
12.62%
9.23%
8.84%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.42% | 3.52% | -0.73% | 4.16% | 9.55% | 22.45% | |||||||
| 2024 | 0.94% | 6.14% | 5.16% | -4.47% | 3.19% | 1.00% | 2.17% | 3.52% | -0.19% | -1.87% | 3.14% | -11.61% | 5.94% |
| 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% |
| 2020 | 1.72% | -6.39% | -11.74% | 11.08% | 7.86% | 3.13% | 4.55% | 5.08% | -0.56% | -3.08% | 11.78% | 5.34% | 29.46% |
| 2019 | 7.64% | 3.85% | 1.01% | 4.41% | -2.11% | 6.26% | 0.53% | -1.11% | 0.10% | 2.04% | 2.91% | 2.32% | 31.13% |
| 2018 | 7.79% | -3.02% | -0.88% | 0.61% | 0.93% | 0.28% | 3.46% | 1.11% | -0.09% | -6.53% | -0.41% | -6.22% | -3.75% |
| 2017 | 3.68% | 0.74% | 2.49% | 2.85% | 4.04% | 0.55% | 4.13% | 1.48% | 2.24% | 2.81% | 1.67% | 0.98% | 31.35% |
| 2016 | -8.60% | -2.93% | 6.53% | 2.17% | 2.58% | -0.31% | 4.67% | -1.51% | 1.22% | -3.39% | -1.19% | -0.25% | -1.87% |
| 2015 | 0.25% | 5.05% | -0.12% | 2.40% | 2.41% | -1.62% | 0.63% | -7.01% | -4.44% | 5.98% | -0.62% | -1.05% | 1.13% |
| 2014 | -2.72% | 5.91% | -2.94% | -0.68% | 1.62% | 2.14% | -2.46% | 3.08% | -3.46% | 4.51% | 1.23% | -2.41% | 3.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTHX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Artisan Global Equity Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.15 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.65% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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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 655 trading sessions.
The current Artisan Global Equity Fund drawdown is 0.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.42% | Sep 3, 2021 | 268 | Sep 27, 2022 | 655 | May 8, 2025 | 923 |
| -31.59% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -23.06% | Jun 24, 2015 | 161 | Feb 11, 2016 | 317 | May 16, 2017 | 478 |
| -22.13% | May 2, 2011 | 108 | Oct 3, 2011 | 125 | Apr 2, 2012 | 233 |
| -17.41% | Sep 27, 2018 | 61 | Dec 24, 2018 | 80 | Apr 22, 2019 | 141 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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