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Artisan Global Discovery Fund (APFDX)

18.89 -0.01 (-0.05%)
At close: 8:00 PM EDT

Fund Summary

The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.70%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 3.73%
5y Average Return 10.26%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
APFDXCategory AverageAPFDXCategory AverageAPFDXCategory Average
Alpha -5.27 -0.01 1.1 -0 -- -0.01
BETA 1.16 0.01 1.04 0.01 -- 0.01
Mean Annual Return 0.3 0.01 1.12 0.01 -- 0.01
R-squared 85.99 0.84 82.77 0.79 -- 0.78
Standard Deviation 20.78 0.23 20.33 0.18 -- 0.18
Sharpe Ratio 0.04 0.01 0.56 0.01 -- 0.01
Treynor Ratio -1.23 0.12 9.5 0.13 -- 0.08

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