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Artisan Sustainable Emerging Mkts Inv (ARTZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.37+0.14 (+0.81%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.62%
5-year average return3.08%
Number of years up8
Number of years down7
Best 1-yr total return (2 Jul 2024)82.99%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return82.99%
Worst 3-yr total return-7.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARTZXCategory
YTD6.57%8.73%
1-month2.56%1.20%
3-month2.56%5.47%
1-year9.89%41.79%
3-year-6.09%11.48%
5-year3.00%12.18%
10-year3.68%4.39%
Last bull market16.40%17.73%
Last bear market-12.44%-25.55%

Annual total return (%) history

Year
ARTZXCategory
2024
N/AN/A
2023
18.41%N/A
2022
-28.47%N/A
2021
-0.63%N/A
2020
20.76%17.90%
2019
19.80%19.25%
2018
-15.57%-16.07%
2017
39.95%34.17%
2016
16.39%8.47%
2015
-12.53%-13.79%
2014
-4.41%-3.01%
2013
-4.78%-0.14%
2012
16.78%18.15%
2011
-28.35%-19.86%
2010
18.14%19.26%
2009
82.99%73.81%
2008
N/A-54.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.90%2.56%N/AN/A
202310.08%4.31%-4.45%7.92%
2022-15.85%-12.44%-12.24%10.63%
20210.92%7.32%-9.41%1.28%
2020-26.62%21.76%10.97%21.80%
201910.83%1.03%-3.18%10.51%
20182.44%-9.83%-2.77%-5.99%
201711.86%6.52%8.42%8.33%
20167.35%3.91%9.16%-4.42%
20150.50%0.58%-18.18%5.76%
2014-1.51%5.55%-4.42%-3.80%
2013-4.20%-9.33%6.48%2.94%
201215.15%-10.08%6.69%5.71%
2011-1.78%-3.94%-25.81%2.37%
20103.03%-9.18%17.59%7.36%
2009-0.26%38.29%23.98%7.01%
2008-29.55%-30.62%N/AN/A

Rank in category (by total return)

YTD60
1-month58
3-month75
1-year68
3-year65
5-year61

Load adjusted returns

1-year9.89%
3-year-6.09%
5-year3.00%
10-year3.68%