Artisan Global Opportunities Fund Class I (ARTRX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Artisan Global Opportunities Fund Class I (ARTRX) is up 5.9% since the beginning of the year. ARTRX is currently trading at $35 per share. Investors who bought $1,000 worth of ARTRX shares 5 years ago would now be looking at an investment worth $1,234.

Artisan Global Opportunities Fund Class I (ARTRX) has returned 5.90% so far this year and 11.71% over the past 12 months.

Based on dividend-adjusted daily data since Sep 22, 2008, ARTRX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was Sep 2010 with a return of +13.8%, while the worst month was Oct 2008 at -22.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ARTRX closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -11.3%.

Artisan Global Opportunities Fund Class I has an annualized alpha of -13.31%, beta of 1.06, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since September 23, 2008.

• This fund participated in 127.35% of S&P 500 Index downside but only 58.55% of its upside - more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -13.31% versus S&P 500 Index - delivering less than market exposure alone would predict.
• With beta of 1.06 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

ARTRX has a high expense ratio of 1.14%, indicating above-average management fees.

ARTRX ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Artisan Global Opportunities Fund Class I (ARTRX) and compare them to S&P 500 Index.

Artisan Global Opportunities Fund Class I provided a 3.37% dividend yield over the last twelve months, with an annual payout of $1.19 per share.

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.

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 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 0.17%.

The chart below shows the rolling one-month volatility.