Artisan Global Equity Fund Investor Shares

Artisan Global Equity Fund Investor Sharesverified

ARTHX

Price:

$27.18

Market Cap:

$201.69M

The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.

Industry

Asset Management - Global

IPO Date

2010-03-29

Stock Exchange

NASDAQ

Ticker

ARTHX

The ROE as of December 2025 (TTM) for Artisan Global Equity Fund Investor Shares (ARTHX) is 23.78%

According to Artisan Global Equity Fund Investor Shares’s latest financial reports and current stock price. The company's current ROE is 23.78%. This represents a change of 324.57% compared to the average of 5.60% of the last 4 quarters.

Artisan Global Equity Fund Investor Shares (ARTHX) Historical ROE (quarterly & annually)

How has ARTHX ROE performed in the past?

The mean historical ROE of Artisan Global Equity Fund Investor Shares over the last ten years is 10.10%. The current 23.78% ROE has changed 135.45% with respect to the historical average. Over the past ten years (40 quarters), ARTHX's ROE was at its highest in in the September 2020 quarter at 8.76%. The ROE was at its lowest in in the March 2022 quarter at -12.32%.

Quarterly (TTM)
Annual

Average

10.10%

Median

14.03%

Minimum

-22.43%

Maximum

24.53%

Artisan Global Equity Fund Investor Shares (ARTHX) ROE by Quarter and Year

Discovering the peaks and valleys of Artisan Global Equity Fund Investor Shares ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 886.73%

Maximum Annual ROE = 24.53%

Minimum Annual Increase = -728.86%

Minimum Annual ROE = -22.43%

Quarterly (TTM)
Annual
YearROEChange
202321.68%-196.67%
2022-22.43%-195.17%
202123.57%49.99%
202015.71%-35.95%
201924.53%-728.86%
2018-3.90%-118.65%
201720.92%169.20%
20167.77%886.73%
20150.79%-93.62%
201412.34%-46.32%

Artisan Global Equity Fund Investor Shares (ARTHX) Average ROE

How has ARTHX ROE performed in the past?

The current ROE of Artisan Global Equity Fund Investor Shares (ARTHX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.61%

5-year avg

12.61%

10-year avg

10.10%

Artisan Global Equity Fund Investor Shares (ARTHX) ROE vs. Peers

How is ARTHX’s ROE compared to its peers?

Artisan Global Equity Fund Investor Shares’s ROE is greater than MFS Global Alternative Strategy Fund Class A (0%), greater than Thompson LargeCap (0%), less than Artisan Global Discovery Fund - Investor Shares (0%), greater than Meeder Moderate Allocation Retail (0%), less than Provident Trust Strategy Fund (7.81%), less than Royce Micro Cap Fund Financial Intermediary Class (0%), greater than Nationwide WCM Focused Small Cap Fund Class A (0%), less than Virtus SGA Global Growth I Class (5.36%), less than SGI U.S. Large Cap Equity Fund Class I (23.78%), greater than Madison Covered Call & Equity Income Fund Class Y (0%),

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