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Artisan Sustainable Emerging Markets Fund (APHEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.94+0.25 (+1.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.32%
5-year average return3.40%
Number of years up9
Number of years down8
Best 1-yr total return (4 July 2024)83.10%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return83.10%
Worst 3-yr total return-7.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPHEXCategory
YTD6.70%8.73%
1-month2.58%1.20%
3-month2.58%5.47%
1-year10.00%41.79%
3-year-5.97%11.48%
5-year3.15%12.18%
10-year3.79%4.39%
Last bull market16.49%17.73%
Last bear market-12.40%-25.55%

Annual total return (%) history

Year
APHEXCategory
2024
N/AN/A
2023
18.50%N/A
2022
-28.37%N/A
2021
-0.46%N/A
2020
20.95%17.90%
2019
19.97%19.25%
2018
-15.45%-16.07%
2017
39.92%34.17%
2016
16.38%8.47%
2015
-12.62%-13.79%
2014
-4.13%-3.01%
2013
-4.39%-0.14%
2012
17.03%18.15%
2011
-28.13%-19.86%
2010
18.42%19.26%
2009
83.10%73.81%
2008
-54.13%-54.44%
2007
35.25%36.68%
2006
N/A32.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.02%2.58%N/AN/A
202310.13%4.37%-4.44%7.88%
2022-15.84%-12.40%-12.22%10.68%
20210.95%7.42%-9.36%1.27%
2020-26.57%21.81%11.00%21.83%
201910.89%1.03%-3.11%10.53%
20182.51%-9.81%-2.72%-5.99%
201711.83%6.48%8.47%8.32%
20167.41%3.85%9.15%-4.41%
20150.42%0.59%-18.15%5.70%
2014-1.43%5.56%-4.28%-3.75%
2013-4.07%-9.34%6.67%3.06%
201215.19%-10.02%6.78%5.74%
2011-1.79%-3.83%-25.78%2.52%
20103.04%-9.13%17.70%7.46%
2009-0.26%38.34%24.00%7.02%
2008-6.70%0.70%-29.61%-30.65%
20075.42%14.54%8.79%2.96%
20065.49%17.22%N/AN/A

Rank in category (by total return)

YTD59
1-month57
3-month75
1-year67
3-year64
5-year59

Load adjusted returns

1-year10.00%
3-year-5.97%
5-year3.15%
10-year3.79%