Artisan Global Opportunities Fund Class I (ARTRX)
Fund Info
US04314H8245
04314H824
Sep 22, 2008
Large-Cap
Growth
Expense Ratio
ARTRX has a high expense ratio of 1.14%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Artisan Global Opportunities Fund Class I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Artisan Global Opportunities Fund Class I had a return of 4.44% year-to-date (YTD) and 3.05% in the last 12 months. Over the past 10 years, Artisan Global Opportunities Fund Class I had an annualized return of 5.58%, while the S&P 500 had an annualized return of 11.26%, indicating that Artisan Global Opportunities Fund Class I did not perform as well as the benchmark.
ARTRX
4.44%
0.18%
-5.18%
3.05%
2.76%
5.58%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of ARTRX, 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 | 4.98% | 4.44% | |||||||||||
| 2024 | 2.46% | 4.42% | 3.54% | -3.21% | 2.02% | 2.51% | -0.87% | 3.38% | 1.72% | -1.94% | 3.84% | -13.70% | 2.72% |
| 2023 | 7.38% | -2.06% | 3.73% | -0.85% | 1.72% | 4.84% | 1.38% | -1.86% | -5.18% | -3.86% | 10.06% | 4.25% | 20.05% |
| 2022 | -10.39% | -3.77% | 0.22% | -12.27% | -0.18% | -9.33% | 10.68% | -2.99% | -10.72% | 3.08% | 9.57% | -6.30% | -30.38% |
| 2021 | -1.17% | -0.14% | -0.65% | 5.61% | 1.55% | 1.43% | 3.62% | 3.17% | -4.82% | 6.70% | -12.28% | 1.04% | 2.64% |
| 2020 | 0.33% | -5.06% | -8.72% | 11.06% | 9.77% | 4.72% | 8.46% | 5.57% | -0.43% | -2.29% | 1.82% | 3.77% | 30.65% |
| 2019 | 7.79% | 5.06% | 2.83% | 3.82% | -4.74% | 7.24% | 2.04% | -1.60% | 0.00% | 2.22% | -3.98% | 3.80% | 26.35% |
| 2018 | 7.54% | -2.57% | -1.52% | 0.57% | 0.90% | -0.74% | 2.32% | 1.72% | -0.58% | -10.59% | -5.78% | -6.35% | -15.16% |
| 2017 | 6.27% | 1.70% | 2.13% | 3.10% | 4.34% | 0.58% | 3.40% | 1.15% | 0.67% | 1.36% | -2.34% | 1.14% | 25.89% |
| 2016 | -6.91% | -1.21% | 8.35% | 0.05% | 3.64% | -2.53% | 6.66% | 1.29% | 2.26% | -3.13% | -1.23% | -1.78% | 4.55% |
| 2015 | 0.05% | 5.42% | -0.26% | 3.18% | 2.12% | -0.74% | 0.55% | -6.24% | -3.11% | 7.41% | 0.70% | -1.46% | 7.11% |
| 2014 | -2.95% | 6.58% | -3.43% | -2.30% | 3.64% | 3.08% | -0.84% | 4.07% | -3.96% | 1.96% | -3.19% | -1.93% | 0.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ARTRX is 9, meaning it’s performing worse than 91% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 Opportunities Fund Class I (ARTRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Artisan Global Opportunities Fund Class I provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.06 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.09% | 0.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Artisan Global Opportunities Fund Class I. 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 | ||||||||||
| 2024 | $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 |
| 2023 | $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 |
| 2022 | $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 |
| 2021 | $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 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 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 | $0.02 | $0.00 | $0.02 |
| 2014 | $0.06 | $0.00 | $0.06 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Artisan Global Opportunities Fund Class I. 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 Opportunities Fund Class I was 46.00%, occurring on Nov 20, 2008. Recovery took 325 trading sessions.
The current Artisan Global Opportunities Fund Class I drawdown is 22.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46% | Sep 24, 2008 | 42 | Nov 20, 2008 | 325 | Mar 10, 2010 | 367 |
| -44.26% | Nov 19, 2021 | 227 | Oct 14, 2022 | — | — | — |
| -29.27% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -26.47% | Jan 29, 2018 | 229 | Dec 24, 2018 | 226 | Nov 15, 2019 | 455 |
| -23.27% | Jul 8, 2011 | 61 | Oct 3, 2011 | 115 | Mar 19, 2012 | 176 |
Volatility
Volatility Chart
The current Artisan Global Opportunities Fund Class I volatility is 4.42%, 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.