See what your fund actually adds
Artisan Global Equity Fund Investor Class ARTHX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ARTHX | Replication |
|---|---|---|
| Annualized growth | 9.2% | 7.0% |
| Annualized volatility | 16.7% | 16.0% |
| Sharpe ratio | 0.61 | 0.51 |
| Maximum drawdown | 35.3% | 32.8% |
| Replication fit (R²) | 0.83 · Tracking error 6.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model ARTHX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VSS | Intl · Small Cap | 30.4% |
| EFG | Intl · Growth | 27.7% |
| VEA | Intl · Developed | 16.0% |
| VOX | Sector · Communication | 13.2% |
| EFV | Intl · Value | 12.8% |