Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHRX (ARTISAN GLOBAL OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 3.75% | 9.10% | 12.38% | 4.11% | 11.34% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHRX (ARTISAN GLOBAL OPPORTUNITIES FUND INSTITUTIONAL SHARES) | 07/28/2011 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 9.10 | 12.38 | 4.11 | 11.34 | NA | NA | … | … | 3.75 | 6.70 | 3.30 | 20.41 | -30.19 | 3.14 | 31.05 | 35.96 | -9.00 | 31.53 | 5.01 | 8.01 | 2.58 | 24.59 | 30.16 | -11.81 |
| Sharpe Ratio | NA | 0.42 | 0.55 | 0.07 | 0.52 | NA | NA | … | … | 0.25 | 0.21 | -0.18 | 1.07 | -1.12 | 0.17 | 0.98 | 2.64 | -0.59 | 3.47 | 0.31 | 0.53 | 0.19 | 1.92 | 1.96 | -0.78 |
| Standard Deviation(%) | NA | 14.39 | 15.95 | 18.87 | 18.70 | NA | NA | … | … | 16.89 | 18.23 | 18.44 | 15.30 | 28.30 | 18.28 | 31.19 | 13.08 | 17.59 | 8.95 | 15.27 | 15.14 | 13.26 | 12.76 | 15.49 | 32.49 |
| Draw Down(%) | NA | 12.62 | 19.79 | 38.24 | 38.24 | NA | NA | … | … | 10.97 | 19.79 | 14.90 | 13.10 | 35.63 | 16.71 | 29.27 | 6.08 | 21.16 | 4.44 | 13.96 | 14.10 | 9.99 | 10.28 | 10.91 | 19.09 |
| Yield(%) | 0.00 | 3.50 | 6.49 | 5.12 | 8.23 | 9.08 | 6.81 | … | … | 0.00 | 3.63 | 12.54 | 2.70 | 0.00 | 10.86 | 8.51 | 8.91 | 6.10 | 5.14 | 0.18 | 0.93 | 2.99 | 0.00 | 0.00 | 0.86 |
Data as of 06/09/2026, Common starting date is 07/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHRX (ARTISAN GLOBAL OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
-1.98%
Oct 2020 – Oct 2023 |
3.71%
Mar 2021 – Mar 2026 |
8.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHRX (ARTISAN GLOBAL OPPORTUNITIES FUND INSTITUTIONAL SHARES) |
29.41%
Dec 2018 – Dec 2021 |
21.00%
Dec 2016 – Dec 2021 |
17.29%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart