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ARTIX: ARTISAN INTERNATIONAL FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 32.99 0.92(2.71%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 05/22/1996 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 20.50% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 10.5 | 21.7 | 21.4 | 9.1 | 9.6 | 8.0 | 6.7 | 9.0 | 36.2 | 10.6 | 14.3 | -19.5 | 8.9 | 7.6 | 29.2 | -11.0 | 31.0 | -9.7 | -3.9 | -1.0 | 25.2 | 25.4 | -7.3 | 5.9 | 39.7 | -47.0 | 19.7 | 25.6 | 16.3 | 17.8 | 29.2 | -18.9 | -10.8 | -10.6 | 81.3 | 32.2 | 3.5 | 14.2 |
| Sharpe Ratio | NA | 2.03 | 1.78 | 1.42 | 0.47 | 0.51 | NA | NA | 0.39 | 2.28 | 0.6 | 0.87 | -0.9 | 0.69 | 0.25 | 2.42 | -0.87 | 4.09 | -0.63 | -0.26 | -0.09 | 2.12 | 1.64 | -0.27 | 0.26 | 1.36 | -1.1 | 0.88 | 1.44 | 1.32 | 1.13 | 1.73 | -0.99 | -0.77 | -0.71 | 4.95 | 1.26 | -0.02 | 3.12 |
| Draw Down(%) | NA | 9.8 | 9.8 | 13.4 | 33.9 | 33.9 | NA | NA | 61.2 | 13.4 | 7.7 | 9.3 | 32.3 | 8.2 | 33.4 | 5.0 | 20.4 | 2.3 | 12.2 | 19.0 | 10.6 | 9.0 | 12.5 | 26.5 | 19.1 | 25.4 | 58.5 | 12.9 | 17.4 | 7.7 | 13.1 | 21.5 | 28.3 | 30.4 | 33.6 | 6.4 | 34.4 | 12.7 | 3.5 |
| Standard Deviation(%) | NA | 18.3 | 14.5 | 13.7 | 16.0 | 16.5 | NA | NA | 19.0 | 14.7 | 11.6 | 12.4 | 23.4 | 12.8 | 28.7 | 11.5 | 14.4 | 7.5 | 15.7 | 14.7 | 10.8 | 11.9 | 15.6 | 26.6 | 22.5 | 29.0 | 43.3 | 18.8 | 15.5 | 10.6 | 14.9 | 16.4 | 20.3 | 17.6 | 20.9 | 15.7 | 22.7 | 13.9 | 6.6 |
| Treynor Ratio | NA | 0.47 | 0.34 | 0.24 | 0.08 | 0.1 | NA | NA | 0.08 | 0.42 | 0.08 | 0.12 | -0.2 | 0.1 | 0.1 | 0.29 | -0.13 | 0.36 | -0.12 | -0.04 | -0.01 | 0.29 | 0.29 | -0.08 | 0.06 | 0.41 | -0.47 | 0.17 | 0.21 | 0.15 | 0.19 | 0.26 | -0.22 | -0.16 | -0.12 | 0.82 | 0.28 | 0.0 | 0.37 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.0 | 0.01 | NA | NA | 0.01 | 0.03 | 0.02 | -0.01 | -0.03 | -0.01 | 0.01 | 0.03 | 0.01 | 0.03 | -0.05 | -0.01 | 0.01 | 0.02 | 0.03 | 0.02 | -0.01 | 0.03 | -0.03 | 0.03 | 0.0 | 0.01 | 0.0 | -0.03 | -0.02 | 0.03 | 0.03 | 0.14 | 0.05 | -0.01 | 0.07 |
| Beta | NA | 0.79 | 0.76 | 0.81 | 0.91 | 0.87 | NA | NA | 0.94 | 0.79 | 0.83 | 0.88 | 1.04 | 0.91 | 0.74 | 0.97 | 0.99 | 0.84 | 0.83 | 0.88 | 0.86 | 0.87 | 0.88 | 0.95 | 1.03 | 0.97 | 1.02 | 1.0 | 1.06 | 0.93 | 0.9 | 1.07 | 0.93 | 0.86 | 1.2 | 0.95 | 1.02 | 0.71 | 0.56 |
| RSquared | NA | 0.57 | 0.54 | 0.7 | 0.8 | 0.71 | NA | NA | 0.8 | 0.67 | 0.79 | 0.84 | 0.91 | 0.83 | 0.49 | 0.8 | 0.84 | 0.7 | 0.87 | 0.85 | 0.8 | 0.86 | 0.89 | 0.94 | 0.94 | 0.91 | 0.94 | 0.8 | 0.84 | 0.8 | 0.69 | 0.85 | 0.82 | 0.71 | 0.71 | 0.59 | 0.76 | 0.61 | 0.47 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 24.9 | 10.4 | 2.0 | 2.0 | 20.5 | 3.3 | 6.5 | 7.9 | 0.9 | 1.1 | 0.4 | 0.8 | 1.2 | 1.4 | 1.3 | 0.8 | 1.6 | 3.0 | 16.0 | 10.6 | 1.9 | 0.6 | 1.2 | 0.5 | 4.9 | 12.4 | 3.4 | 2.2 | 10.0 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 143.5 | 474.2 | -20.9 | -91.5 | 537.2 | -35.9 | -34.1 | 1084.8 | -25.7 | 134.4 | -43.9 | -21.9 | 6.2 | -2.5 | 58.4 | -27.6 | -72.5 | -80.9 | 69.1 | 573.9 | 233.3 | -30.1 | 74.3 | -90.5 | -70.1 | 530.6 | 101.1 | -78.9 | 1053.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1996
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