Artisan Global Value Fund Class I US Dollar Accumulating Shares

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artisan Global Value Fund Class I US Dollar Accumulating Shares
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev16.22 %
3-Yr Mean Return2.03 %
 
3-Yr Sharpe Ratio0.09
 
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Value NR USD
3-Yr Beta1.121.12
3-Yr Alpha-7.761.03
 
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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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