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Artisan International Value Fund (APDKX)

49.51 +0.18 (+0.36%)
At close: 8:00 PM EST

Fund Summary

The focus of the investment process is on individual companies, not on selection of countries or regions. Under normal market conditions, the fund invests no less than 80% of its total assets (excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 24.10%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 8.85%
5y Average Return 10.80%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
APDKXCategory AverageAPDKXCategory AverageAPDKXCategory Average
Alpha 6.25 -0.01 5.1 -0.01 3.17 0.01
BETA 0.92 0.01 1.04 0.01 0.98 0.01
Mean Annual Return 0.77 0.01 1.04 0.01 0.74 0.01
R-squared 89.84 0.95 91.62 0.94 89.67 0.93
Standard Deviation 16.12 0.18 18.87 0.15 15.6 0.15
Sharpe Ratio 0.33 0 0.53 0.01 0.46 0
Treynor Ratio 4.65 0.07 8.3 0.09 6.31 0.05

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