Nasdaq - Delayed Quote USD
Artisan Global Value Fund (APHGX)
25.13
-0.12
(-0.48%)
As of 8:05:12 AM EDT. Market Open.
Fund Summary
The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 14.07% |
| 5y Average Return | 17.80% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| APHGX | Category Average | APHGX | Category Average | APHGX | Category Average | |
| Alpha | 3.19 | -0.05 | 3.54 | -0.04 | 0.07 | -0.01 |
| BETA | 0.94 | 0.01 | 0.96 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 1.15 | 0.01 | 1.39 | 0.01 | 0.81 | 0.01 |
| R-squared | 85.81 | 0.9 | 82.06 | 0.88 | 87.09 | 0.87 |
| Standard Deviation | 15.72 | 0.2 | 16.21 | 0.16 | 16.35 | 0.15 |
| Sharpe Ratio | 0.59 | 0 | 0.85 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | 9.17 | 0.08 | 14.16 | 0.09 | 6.47 | 0.08 |
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