UK markets closed

Artisan International Value Fund (APHKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
47.46+0.18 (+0.38%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.87%
5-year average return10.24%
Number of years up10
Number of years down7
Best 1-yr total return (29 Apr 2024)33.81%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return33.81%
Worst 3-yr total return1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHKXCategory
YTD4.44%9.07%
1-month2.48%-1.09%
3-month4.44%5.12%
1-year16.54%33.76%
3-year8.90%8.50%
5-year11.45%10.08%
10-year7.46%5.80%
Last bull market44.50%14.90%
Last bear market-10.41%-23.70%

Annual total return (%) history

Year
APHKXCategory
2024
N/AN/A
2023
22.95%N/A
2022
-6.80%N/A
2021
16.97%N/A
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
20244.44%N/AN/AN/A
202310.18%4.02%-3.03%10.62%
2022-3.02%-10.41%-9.86%19.01%
20218.40%6.27%-2.79%4.45%
2020-27.42%17.01%5.15%21.84%
201910.05%4.00%-0.63%9.21%
2018-3.12%-2.61%1.31%-11.52%
20176.64%6.80%6.02%2.74%
20160.85%-1.43%6.61%-0.22%
20153.73%0.70%-8.54%3.11%
20140.27%6.25%-6.52%0.02%
20137.66%1.16%12.01%7.16%
201211.35%-5.15%8.56%7.33%
20112.58%2.62%-17.76%7.45%
20104.20%-10.22%14.68%11.07%
2009-13.18%26.05%18.54%3.15%
2008-5.22%-5.50%-7.09%-15.86%
20072.22%3.43%-3.42%-2.57%

Rank in category (by total return)

YTD71
1-month88
3-month71
1-year16
3-year2
5-year1

Load adjusted returns

1-year16.54%
3-year8.90%
5-year11.45%
10-year7.46%