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ARTKX: ARTISAN INTERNATIONAL VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 57.88 1.08(1.83%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 09/30/2002 |
| Last Dividend Date: | 03/30/2026 |
| 12-Mo. Yield | 7.18% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/03/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 8.1 | 19.7 | 15.8 | 7.9 | 9.5 | 8.7 | 8.1 | 11.5 | 22.5 | 6.4 | 22.7 | -8.5 | 8.9 | 7.8 | 24.0 | -15.7 | 23.8 | 5.5 | -1.7 | -0.6 | 30.6 | 22.8 | -7.1 | 19.1 | 33.5 | -30.1 | -0.7 | 34.5 | 10.1 | 32.3 | 52.6 | 6.9 |
| Sharpe Ratio | NA | 1.53 | 1.66 | 1.2 | 0.42 | 0.48 | NA | NA | 0.63 | 1.67 | 0.3 | 1.76 | -0.49 | 0.61 | 0.22 | 2.08 | -1.42 | 2.86 | 0.32 | -0.14 | -0.06 | 2.97 | 1.65 | -0.29 | 1.1 | 1.49 | -1.0 | -0.29 | 2.73 | 0.88 | 2.99 | 4.83 | 1.92 |
| Draw Down(%) | NA | 10.0 | 10.0 | 10.9 | 28.7 | 38.1 | NA | NA | 51.9 | 10.9 | 8.2 | 7.9 | 25.0 | 13.2 | 38.1 | 6.9 | 22.7 | 4.4 | 10.7 | 14.0 | 13.4 | 6.0 | 12.9 | 22.2 | 14.3 | 26.4 | 40.9 | 10.1 | 12.7 | 8.7 | 5.9 | 10.0 | 4.0 |
| Standard Deviation(%) | NA | 14.7 | 11.6 | 11.1 | 14.0 | 16.4 | NA | NA | 16.4 | 11.8 | 9.3 | 10.9 | 20.3 | 14.6 | 33.8 | 10.8 | 12.1 | 8.2 | 16.4 | 12.5 | 9.9 | 10.3 | 13.9 | 24.4 | 17.2 | 22.4 | 31.0 | 13.3 | 11.4 | 8.9 | 10.5 | 10.8 | 15.0 |
| Treynor Ratio | NA | 0.32 | 0.28 | 0.19 | 0.07 | 0.09 | NA | NA | 0.13 | 0.28 | 0.04 | 0.25 | -0.11 | 0.1 | 0.08 | 0.24 | -0.2 | 0.32 | 0.06 | -0.02 | -0.01 | 0.41 | 0.29 | -0.08 | 0.25 | 0.46 | -0.43 | -0.05 | 0.42 | 0.11 | 0.51 | 0.92 | 0.53 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.01 | 0.01 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.05 | 0.03 | 0.01 | 0.04 | 0.04 | 0.0 | -0.04 | 0.05 | 0.0 | 0.07 | 0.1 | 0.05 |
| Beta | NA | 0.71 | 0.69 | 0.7 | 0.8 | 0.84 | NA | NA | 0.77 | 0.72 | 0.65 | 0.77 | 0.9 | 0.88 | 0.89 | 0.94 | 0.85 | 0.73 | 0.89 | 0.77 | 0.81 | 0.74 | 0.8 | 0.87 | 0.78 | 0.73 | 0.71 | 0.7 | 0.75 | 0.7 | 0.62 | 0.57 | 0.54 |
| RSquared | NA | 0.71 | 0.7 | 0.79 | 0.79 | 0.68 | NA | NA | 0.78 | 0.84 | 0.74 | 0.84 | 0.91 | 0.6 | 0.51 | 0.85 | 0.88 | 0.43 | 0.9 | 0.88 | 0.85 | 0.83 | 0.92 | 0.95 | 0.91 | 0.87 | 0.89 | 0.78 | 0.77 | 0.65 | 0.64 | 0.55 | 0.55 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.9 | 4.2 | 3.4 | 0.4 | 2.7 | 0.2 | 4.4 | 4.3 | 4.6 | 3.2 | 5.8 | 6.5 | 9.0 | 1.7 | 0.3 | 1.7 | 2.4 | 0.8 | 7.7 | 7.6 | 5.1 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -98.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 92.3 | 47.6 | 657.6 | -84.0 | 1148.8 | -93.6 | -19.2 | 10.6 | 49.2 | -48.5 | -17.0 | -15.1 | 536.4 | 426.5 | -78.8 | -8.0 | 101.4 | -90.3 | 26.2 | 60.9 | 237.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2002
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