Artisan Developing World Fund (ARTYX)

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The chart shows the growth of an initial investment of $10,000 in Artisan Developing World Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Artisan Developing World Fund (ARTYX) has returned -20.04% so far this year and -15.47% over the past 12 months. Over the last ten years, ARTYX has returned 8.90% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, ARTYX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jan 2023 with a return of +16.6%, while the worst month was Apr 2022 at -14.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, ARTYX closed higher 52% of trading days. The best single day was Mar 16, 2022 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -11.3%.

Artisan Developing World Fund has an annualized alpha of -1.39%, beta of 1.04, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This fund participated in 93.02% of S&P 500 Index downside but only 84.30% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.04 and R² of 0.60, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ARTYX has a high expense ratio of 1.28%, indicating above-average management fees.

ARTYX ranks 1 for risk / return — in the bottom 1% 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 Developing World Fund (ARTYX) and compare them to a chosen benchmark (S&P 500 Index).

Artisan Developing World Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Artisan Developing World Fund. 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 Developing World 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 Developing World Fund was 59.61%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Artisan Developing World Fund drawdown is 35.73%.

The chart below shows the rolling one-month volatility.