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 |
| Home Page | www.artisanpartners.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The Artisan Global Opportunities Fund Class I has a high expense ratio of 1.14%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: ARTRX vs. VOO, ARTRX vs. VFINX
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 6.60% year-to-date (YTD) and 20.78% in the last 12 months. Over the past 10 years, Artisan Global Opportunities Fund Class I had an annualized return of 10.64%, while the S&P 500 benchmark had an annualized return of 10.50%, indicating that Artisan Global Opportunities Fund Class I performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.60% | 5.90% |
| 1 month | -2.49% | -1.28% |
| 6 months | 19.88% | 15.51% |
| 1 year | 20.78% | 21.68% |
| 5 years (annualized) | 10.49% | 11.74% |
| 10 years (annualized) | 10.64% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.46% | 4.42% | 3.54% | |||||||||
| 2023 | -5.18% | -3.86% | 10.06% | 6.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Artisan Global Opportunities Fund Class I(ARTRX)
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 granted a 2.16% dividend yield in the last twelve months. The annual payout for that period amounted to $0.71 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.71 | $0.71 | $0.00 | $3.98 | $2.40 | $1.91 | $1.60 | $1.07 | $0.03 | $0.14 | $0.49 |
Dividend yield | 2.16% | 2.30% | 0.00% | 10.78% | 6.67% | 6.94% | 7.32% | 4.15% | 0.17% | 0.70% | 2.69% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.71 |
| 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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.98 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 |
| 2014 | $0.49 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 12.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46% | Sep 24, 2008 | 42 | Nov 20, 2008 | 325 | Mar 10, 2010 | 367 |
| -38.37% | Nov 19, 2021 | 227 | 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 |
Volatility
Volatility Chart
The current Artisan Global Opportunities Fund Class I volatility is 3.61%, 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.