Nasdaq - Delayed Quote USD

Artisan Sustainable Emerging Mkts Inv (ARTZX)

16.19 +0.08 (+0.50%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.31%
5y Average Return 1.47%
Number of Years Up 8
Number of Years Down 7
Best 1Y Total Return (Apr 18, 2024) 82.99%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 82.99%
Worst 3Y Total Return -7.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ARTZX
Category
YTD
3.90%
8.73%
1-Month
3.20%
1.20%
3-Month
3.90%
5.47%
1-Year
11.76%
41.79%
3-Year
-4.66%
11.48%
5-Year
2.69%
12.18%
10-Year
3.98%
4.39%
Last Bull Market
26.95%
17.73%
Last Bear Market
-12.44%
-25.55%

Annual Total Return (%) History

Year
ARTZX
Category
2024
--
--
2023
18.41%
--
2022
-28.47%
--
2021
-0.63%
--
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
--
-54.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.90% -- -- --
2023 10.08% 4.31% -4.45% 7.92%
2022 -15.85% -12.44% -12.24% 10.63%
2021 0.92% 7.32% -9.41% 1.28%
2020 -26.62% 21.76% 10.97% 21.80%
2019 10.83% 1.03% -3.18% 10.51%
2018 2.44% -9.83% -2.77% -5.99%
2017 11.86% 6.52% 8.42% 8.33%
2016 7.35% 3.91% 9.16% -4.42%
2015 0.50% 0.58% -18.18% 5.76%

2014 -1.51% 5.55% -4.42% -3.80%
2013 -4.20% -9.33% 6.48% 2.94%
2012 15.15% -10.08% 6.69% 5.71%
2011 -1.78% -3.94% -25.81% 2.37%
2010 3.03% -9.18% 17.59% 7.36%
2009 -0.26% 38.29% 23.98% 7.01%
2008 -29.55% -30.62% -- --

Rank in Category (By Total Return)

YTD 30
1-Month 14
3-Month 30
1-Year 38
3-Year 54
5-Year 57

Load Adjusted Returns

1-Year 11.76%
3-Year -4.66%
5-Year 2.69%
10-Year 3.98%

Performance & Risk

YTD Return 0.31%
5y Average Return 1.47%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Artisan Partners Funds
Net Assets 148.05M
YTD Return 3.90%
Yield 0.40%
Morningstar Rating
Inception Date Jun 26, 2006

Fund Summary

The fund's investment team employs a fundamental research process to construct a portfolio of emerging market companies. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities of issuers domiciled, headquartered, or whose primary business activities or principal trading markets are in emerging and less developed markets. It is non-diversified.

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