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Artisan International Value Fund (APHKX)
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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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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