APHHX Performance — Artisan Global Equity Fund, Institutional Shares
Data updated: 2026-08-28
APHHX returned +9.07% year to date and +21.00% over one year to Jun 2026. Annualised returns are +26.12% over 3 years and +10.25% over 5 years. The fund beat its Global Large Growth category average: $100 invested three years ago grew to $201, against $157 for the category, and to $121 over one year, against $114. Volatility over the past three years was 15.40% a year. In the 12 months to Jun 2026 the fund took in a net $22.6M, and assets reached $206.11M.
APHHX Growth of $100
What $100 invested in Artisan Global Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Growth category average over the same months.
| Period | APHHX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $114 |
| 3 years (Jul 2023 – Jun 2026) | $201 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $163 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $243 | $216 |
APHHX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.07% |
| 1 year | +21.00% |
| 3 years (annualised) | +26.12% |
| 5 years (annualised) | +10.25% |
APHHX Annual Returns
Calendar-year total returns of Artisan Global Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.07% |
| 2025 | +45.87% |
| 2024 | +17.21% |
| 2023 | +12.20% |
| 2022 | −20.47% |
| 2021 | +5.34% |
| 2020 | +29.56% |
| 2019 (Jul–Dec) | +7.07% |
APHHX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.9% | +2.3% | −8.9% | +12.6% | +0.3% | −4.8% | — | — | — | — | — | — |
| 2025 | +4.4% | +3.5% | −0.7% | +4.1% | +9.3% | +7.6% | +3.5% | +1.4% | +4.8% | 0.0% | −0.9% | +1.8% |
| 2024 | +1.0% | +6.2% | +5.1% | −4.4% | +3.2% | +1.0% | +2.2% | +3.5% | −0.1% | −1.8% | +3.2% | −2.5% |
| 2023 | +7.3% | −4.2% | +2.1% | −1.3% | −4.3% | +5.2% | +2.7% | +0.1% | −5.5% | −1.9% | +8.3% | +4.2% |
| 2022 | −10.2% | −6.0% | +1.1% | −9.2% | +3.1% | −9.5% | +7.6% | −3.7% | −8.5% | +10.0% | +8.7% | −2.9% |
| 2021 | +0.6% | +0.8% | −2.5% | +5.3% | +1.3% | +2.0% | +0.6% | +3.6% | −6.3% | +3.7% | −7.5% | +4.4% |
| 2020 | +1.7% | −6.4% | −11.7% | +11.1% | +7.9% | +3.2% | +4.5% | +5.1% | −0.5% | −3.1% | +11.6% | +5.4% |
| 2019 | — | — | — | — | — | — | +0.5% | −1.1% | +0.1% | +2.0% | +2.9% | +2.4% |
APHHX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.40%
- 3-year Sharpe ratio: 1.40 (vs 4.5% risk-free rate)
- Best month: +12.61% (Apr 2026)
- Worst month: −8.93% (Mar 2026)
APHHX Fund Flows
Monthly money in and out of Artisan Global Equity Fund, from SEC Form N-PORT.
- 12-month net flow: $22.6M
- 12-month gross sales (incl. reinvestments): $119.9M
- Sales ÷ redemptions: 1.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.7M | $6.0M | −$4.3M |
| May 2026 | $3.7M | $7.0M | −$3.3M |
| Apr 2026 | $4.7M | $4.6M | $110K |
| Mar 2026 | $15.9M | $10.3M | $5.6M |
| Feb 2026 | $8.0M | $17.5M | −$9.5M |
| Jan 2026 | $8.1M | $3.5M | $4.6M |
| Dec 2025 | $44.2M | $15.5M | $28.7M |
| Nov 2025 | $3.5M | $2.0M | $1.5M |
| Oct 2025 | $6.2M | $6.2M | −$7K |
| Sep 2025 | $6.3M | $4.4M | $1.9M |
| Aug 2025 | $9.6M | $5.2M | $4.4M |
| Jul 2025 | $8.0M | $15.1M | −$7.1M |
APHHX Assets Under Management
Net assets of Artisan Global Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $206.11M |
| 2026-03-31 | $198.58M |
| 2025-12-31 | $194.92M |
| 2025-09-30 | $201.68M |
| 2025-06-30 | $184.19M |
| 2025-03-31 | $156.07M |
| 2024-12-31 | $169.32M |
| 2024-09-30 | $181.50M |
| 2024-06-30 | $175.51M |
| 2024-03-31 | $182.44M |
| 2023-12-31 | $157.26M |
| 2023-09-30 | $186.04M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.