ARTRX Performance — Artisan Global Opportunities Fund, Investor Shares
Data updated: 2026-08-28
ARTRX returned +7.49% year to date and +10.02% over one year to Jun 2026. Annualised returns are +12.78% over 3 years and +4.18% over 5 years. The fund trailed its Global Large Growth category average: $100 invested three years ago grew to $143, against $157 for the category, and to $110 over one year, against $114. Volatility over the past three years was 13.12% a year. In the 12 months to Jun 2026 the fund lost a net $599.2M, and assets reached $1.61B.
ARTRX Growth of $100
What $100 invested in Artisan Global Opportunities 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 | ARTRX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $114 |
| 3 years (Jul 2023 – Jun 2026) | $143 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $123 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $201 | $216 |
ARTRX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.49% |
| 1 year | +10.02% |
| 3 years (annualised) | +12.78% |
| 5 years (annualised) | +4.18% |
ARTRX Annual Returns
Calendar-year total returns of Artisan Global Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.49% |
| 2025 | +8.87% |
| 2024 | +14.94% |
| 2023 | +23.00% |
| 2022 | −30.38% |
| 2021 | +13.62% |
| 2020 | +39.81% |
| 2019 (Jul–Dec) | +9.79% |
ARTRX 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 | +1.8% | −0.9% | −5.2% | +8.2% | +2.2% | +1.6% | — | — | — | — | — | — |
| 2025 | +5.0% | −3.4% | −5.8% | +2.1% | +4.4% | +4.4% | +1.4% | +0.9% | +2.3% | +2.6% | −2.9% | −1.9% |
| 2024 | +2.5% | +4.4% | +3.5% | −3.2% | +2.0% | +2.5% | −0.9% | +3.4% | +1.7% | −1.9% | +3.8% | −3.4% |
| 2023 | +7.4% | −2.1% | +3.7% | −0.9% | +1.7% | +4.8% | +1.4% | −1.9% | −5.2% | −3.9% | +10.1% | +6.8% |
| 2022 | −10.4% | −3.8% | +0.2% | −12.3% | −0.2% | −9.3% | +10.7% | −3.0% | −10.7% | +3.1% | +9.6% | −6.3% |
| 2021 | −1.2% | −0.1% | −0.6% | +5.6% | +1.6% | +1.4% | +3.6% | +3.2% | −4.8% | +6.7% | −2.9% | +1.0% |
| 2020 | +0.3% | −5.1% | −8.7% | +11.1% | +9.8% | +4.7% | +8.5% | +5.6% | −0.4% | −2.3% | +9.0% | +3.8% |
| 2019 | — | — | — | — | — | — | +2.0% | −1.6% | 0.0% | +2.2% | +3.0% | +3.8% |
ARTRX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.12%
- 3-year Sharpe ratio: 0.63 (vs 4.5% risk-free rate)
- Best month: +10.06% (Nov 2023)
- Worst month: −5.78% (Mar 2025)
ARTRX Fund Flows
Monthly money in and out of Artisan Global Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: −$599.2M
- 12-month gross sales (incl. reinvestments): $624.2M
- Sales ÷ redemptions: 0.51×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $20.7M | $44.4M | −$23.8M |
| May 2026 | $38.3M | $94.6M | −$56.3M |
| Apr 2026 | $25.0M | $50.4M | −$25.4M |
| Mar 2026 | $54.9M | $102.8M | −$47.9M |
| Feb 2026 | $96.6M | $214.3M | −$117.8M |
| Jan 2026 | $41.3M | $115.8M | −$74.5M |
| Dec 2025 | $106.0M | $78.2M | $27.8M |
| Nov 2025 | $18.2M | $73.8M | −$55.5M |
| Oct 2025 | $44.2M | $90.8M | −$46.6M |
| Sep 2025 | $21.8M | $84.2M | −$62.4M |
| Aug 2025 | $34.6M | $128.9M | −$94.4M |
| Jul 2025 | $122.7M | $145.0M | −$22.4M |
ARTRX Assets Under Management
Net assets of Artisan Global Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.61B |
| 2026-03-31 | $1.53B |
| 2025-12-31 | $1.84B |
| 2025-09-30 | $2.01B |
| 2025-06-30 | $2.10B |
| 2025-03-31 | $2.01B |
| 2024-12-31 | $2.30B |
| 2024-09-30 | $2.57B |
| 2024-06-30 | $2.59B |
| 2024-03-31 | $2.68B |
| 2023-12-31 | $2.76B |
| 2023-09-30 | $2.62B |
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.