Nasdaq - Delayed Quote USD

Artisan International Value Fund (APHKX)

51.29 +0.01 (+0.02%)
At close: 6:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.65%
5y Average Return 12.33%
Number of Years Up 10
Number of Years Down 7
Best 1Y Total Return (Oct 15, 2024) 33.81%
Worst 1Y Total Return (Oct 15, 2024) --
Best 3Y Total Return 33.81%
Worst 3Y Total Return 1.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
APHKX
Category
YTD
14.63%
9.07%
1-Month
0.60%
-1.09%
3-Month
8.14%
5.12%
1-Year
26.81%
33.76%
3-Year
11.12%
8.50%
5-Year
12.79%
10.08%
10-Year
8.54%
5.80%
Last Bull Market
16.84%
14.90%
Last Bear Market
-10.41%
-23.70%

Annual Total Return (%) History

Year
APHKX
Category
2024
--
--
2023
22.95%
--
2022
-6.80%
--
2021
16.97%
--
2020
8.81%
9.30%
2019
24.20%
21.59%
2018
-15.42%
-14.59%
2017
24.06%
25.12%

2016
5.74%
0.79%
2015
-1.49%
-1.59%
2014
-0.39%
-4.98%
2013
30.72%
19.44%
2012
23.05%
18.29%
2011
-6.98%
-13.97%
2010
19.15%
10.24%
2009
33.81%
31.24%
2008
-29.98%
-43.99%
2007
-0.51%
12.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.44% 1.50% 8.14% --
2023 10.18% 4.02% -3.03% 10.62%
2022 -3.02% -10.41% -9.86% 19.01%
2021 8.40% 6.27% -2.79% 4.45%
2020 -27.42% 17.01% 5.15% 21.84%
2019 10.05% 4.00% -0.63% 9.21%
2018 -3.12% -2.61% 1.31% -11.52%
2017 6.64% 6.80% 6.02% 2.74%
2016 0.85% -1.43% 6.61% -0.22%
2015 3.73% 0.70% -8.54% 3.11%

2014 0.27% 6.25% -6.52% 0.02%
2013 7.66% 1.16% 12.01% 7.16%
2012 11.35% -5.15% 8.56% 7.33%
2011 2.58% 2.62% -17.76% 7.45%
2010 4.20% -10.22% 14.68% 11.07%
2009 -13.18% 26.05% 18.54% 3.15%
2008 -5.22% -5.50% -7.09% -15.86%
2007 2.22% 3.43% -3.42% -2.57%

Rank in Category (By Total Return)

YTD 17
1-Month 70
3-Month 27
1-Year 14
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 26.81%
3-Year 11.12%
5-Year 12.79%
10-Year 8.54%

Performance & Risk

YTD Return 12.65%
5y Average Return 12.33%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Artisan Partners Funds
Net Assets 36.25B
YTD Return 14.63%
Yield 2.05%
Morningstar Rating
Inception Date Apr 01, 2015

Fund Summary

The focus of the investment process is on individual companies, not on selection of countries or regions. Under normal market conditions, the fund invests no less than 80% of its total assets (excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.

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