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Artisan Global Opportunities Fund Advisor Shares: (MF: APDRX)
(NASDAQ Mutual Funds) As of Aug 21, 2025 08:00 PM ET
$34.58 USD
-0.16 (-0.46%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.97 | 73 |
| 3 months | 10.55 | 49 |
| 6 months | 2.80 | 82 |
| 1 Year | 11.67 | 55 |
| 3 Year | 11.95 | 56 |
| 5 Year | 7.12 | 84 |
| 10 Year | 10.91 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.12 |
| 5 Year | 8.55 |
| 10 Year | 10.82 |
| Since Inception | 10.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.37 | 11.29 | NA | NA |
| 2024 | 10.80 | 1.27 | 4.27 | -1.66 |
| 2023 | 9.07 | 5.77 | -5.59 | 13.04 |
| 2022 | -13.56 | -20.55 | -4.09 | 5.90 |
| 2021 | -1.87 | 8.79 | 1.78 | 4.72 |
| 2020 | -13.02 | 27.71 | 14.03 | 10.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.97 | 15.05 | 23.12 | -30.26 | 13.79 | 39.96 | 35.73 | -8.91 | 31.34 | 4.85 |
| % Total Return Rel to Index | -3.21 | -4.17 | -1.28 | -11.16 | -4.37 | 25.88 | 10.52 | 1.51 | 11.22 | -0.47 |
| % Total Return Rel to Peer | -2.77 | 2.67 | 4.48 | -10.69 | -2.41 | 23.29 | 10.98 | 1.11 | 9.11 | -0.71 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.91 | 0.71 | 0.00 | 3.98 | 2.40 | 1.91 | 1.60 | 1.07 | 0.03 |
| Expense Ratio | 1.06 | 1.05 | 1.01 | 1.00 | 0.99 | 1.01 | 1.01 | 1.00 | 1.03 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%