Artisan Global Value Fund Class A US Dollar Accumulating Shares

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAverage3 star
OverallAbove AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artisan Global Value Fund Class A US Dollar Accumulating Shares
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev9.22 %
3-Yr Mean Return8.69 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta0.961.01
3-Yr Alpha-1.103.72
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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