Artisan Global Opportunities Fund Class I (ARTRX)
Fund Info
| ISIN | US04314H8245 |
|---|---|
| CUSIP | 04314H824 |
| Issuer | Artisan Partners |
| Inception Date | Sep 22, 2008 |
| Category | Global Equities, Large Cap Growth Equities |
| Expense Ratio | 1.14% |
| ETF Home Page | www.artisanpartners.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Trading Data
| Previous Close | $27.70 |
|---|---|
| Year Range | $23.75 - $37.34 |
| EMA (50) | $26.04 |
| EMA (200) | $28.53 |
ARTRXShare Price Chart
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ARTRXPerformance
The chart shows the growth of $10,000 invested in Artisan Global Opportunities Fund Class I in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,215 for a total return of roughly 322.15%. All prices are adjusted for splits and dividends.
ARTRXCompare to other instruments
ARTRXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 10.49% | 5.28% |
| 6M | 0.04% | -0.60% |
| YTD | -25.32% | -14.47% |
| 1Y | -24.30% | -10.74% |
| 5Y | 8.27% | 9.07% |
| 10Y | 10.82% | 11.16% |
ARTRXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -10.68% | -3.77% | 0.22% | -12.27% | -0.18% | -9.33% | 10.68% | -2.99% | -10.72% | 3.08% | 9.57% | 0.84% |
| 2021 | -1.17% | -0.14% | -0.65% | 5.61% | 1.56% | 1.43% | 3.62% | 3.17% | -4.82% | 6.70% | -3.00% | 1.37% |
| 2020 | 0.33% | -5.06% | -8.72% | 11.06% | 9.77% | 4.72% | 8.46% | 5.57% | -0.43% | -2.29% | 8.98% | 3.77% |
| 2019 | 7.79% | 5.06% | 2.83% | 3.82% | -4.74% | 7.24% | 2.04% | -1.60% | 0.00% | 2.22% | 3.01% | 3.80% |
| 2018 | 7.54% | -2.57% | -1.52% | 0.57% | 0.90% | -0.74% | 2.32% | 1.72% | -0.57% | -10.59% | 0.84% | -6.35% |
| 2017 | 6.26% | 1.70% | 2.13% | 3.10% | 4.34% | 0.58% | 3.40% | 1.15% | 0.67% | 1.36% | 1.79% | 1.14% |
| 2016 | -6.91% | -1.21% | 8.35% | 0.05% | 3.64% | -2.53% | 6.66% | 1.29% | 2.26% | -3.13% | -1.07% | -1.78% |
| 2015 | 0.05% | 5.42% | -0.26% | 3.18% | 2.12% | -0.74% | 0.55% | -6.24% | -3.12% | 7.41% | 1.30% | -1.46% |
| 2014 | -2.95% | 6.58% | -3.43% | -2.30% | 3.64% | 3.08% | -0.84% | 4.07% | -3.96% | 1.96% | -0.94% | -1.93% |
| 2013 | 3.67% | 0.46% | 1.56% | 3.27% | 1.43% | -3.92% | 5.29% | -3.39% | 8.40% | 1.21% | 2.40% | 2.18% |
| 2012 | 10.04% | 6.89% | 2.77% | 0.29% | -6.69% | 1.71% | 2.30% | 3.74% | 2.96% | -2.73% | 4.75% | 1.31% |
| 2011 | 2.36% | 3.50% | 0.69% | 3.82% | -0.44% | -1.55% | -2.63% | -6.40% | -10.30% | 11.11% | -3.22% | -2.09% |
| 2010 | -8.55% | 5.46% | 7.08% | 1.28% | -7.01% | -3.46% | 8.35% | -3.30% | 13.77% | 4.55% | 1.65% | 6.17% |
ARTRXDividend History
Artisan Global Opportunities Fund Class I granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $3.98 | $2.40 | $1.91 | $1.60 | $1.07 | $0.03 | $0.14 | $0.49 | $0.00 | $0.00 | $0.11 | $0.13 |
Dividend yield | 0.00% | 10.74% | 7.37% | 8.21% | 9.29% | 5.64% | 0.24% | 0.99% | 3.84% | 0.00% | 0.00% | 1.44% | 1.54% |
ARTRXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
ARTRXWorst Drawdowns
The table below shows the maximum drawdowns of the Artisan Global Opportunities Fund Class I. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Artisan Global Opportunities Fund Class I is 44.00%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -29.27% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -23.27% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -21.3% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -18.9% | Jul 21, 2015 | 143 | Feb 11, 2016 | 109 | Jul 19, 2016 | 252 |
| -12.97% | Apr 27, 2010 | 18 | May 20, 2010 | 84 | Sep 20, 2010 | 102 |
| -10.98% | Apr 4, 2012 | 41 | Jun 1, 2012 | 66 | Sep 6, 2012 | 107 |
| -10.37% | Feb 17, 2021 | 14 | Mar 8, 2021 | 68 | Jun 14, 2021 | 82 |
| -10.31% | May 20, 2013 | 25 | Jun 24, 2013 | 58 | Sep 16, 2013 | 83 |
| -10.05% | Sep 4, 2014 | 30 | Oct 15, 2014 | 87 | Feb 20, 2015 | 117 |
ARTRXVolatility Chart
Current Artisan Global Opportunities Fund Class I volatility is 22.64%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.