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Artisan Global Equity Fund Advisor Shares: (MF: APDHX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$26.04 USD
+0.10 (0.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 31.44 | 1 |
| 3 months | 22.42 | 1 |
| 6 months | 31.44 | 1 |
| 1 Year | 37.01 | 1 |
| 3 Year | 23.70 | 2 |
| 5 Year | NA | NA |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 37.01 |
| 5 Year | NA |
| 10 Year | NA |
| Since Inception | 10.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 7.36 | 22.42 | NA | NA |
| 2024 | 12.66 | -0.39 | 5.56 | -1.26 |
| 2023 | 4.90 | -0.70 | -2.94 | 10.74 |
| 2022 | -14.70 | -15.37 | -5.21 | 15.98 |
| 2021 | -1.15 | 8.72 | -2.31 | 0.14 |
| 2020 | NA | NA | NA | 13.96 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| % Total Return | 31.44 | 16.97 | 11.96 | -20.64 | 5.13 |
| % Total Return Rel to Index | 21.68 | -2.25 | -12.44 | -1.54 | -13.03 |
| % Total Return Rel to Peer | 20.84 | 4.59 | -6.67 | -1.08 | -11.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.17 | 0.17 | 0.14 | 0.00 |
| % Yield | 0.00 | 0.80 | 0.84 | 0.85 | 0.00 |
| Capital Gains ($) | 0.00 | 2.00 | 0.00 | 0.00 | 3.73 |
| Expense Ratio | 1.25 | 1.25 | 1.25 | 1.25 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%