All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2022-03-31💬 to Fri 2026-10-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| APFPX × |
+49.24%
+9.13%/yr |
+9.87%/yr
R2=0.993 |
||||
| Artisan Global Unconstrained Fund Investor Shares Mutual Fund | ||||||
| EGRAX × |
+59.20%
+10.68%/yr |
+11.98%/yr
R2=0.952 |
||||
| Eaton Vance Global Macro Absolute Return Advantage Fund Mutual Fund | ||||||
| Thu 2022-03-31💬 to Fri 2026-10-30 |
Start
Value |
End
Value |
|---|---|---|
| APFPX × |
$10,000.00
2022-03-31 |
$14,923.78
2026-10-30 |
| EGRAX × |
$10,000.00
2022-03-31 |
$15,920.30
2026-10-30 |
| YTD | YoY | |
|---|---|---|
| APFPX × | +6.53% | +9.58% |
| EGRAX × | +10.90% | +15.38% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| APFPX × |
−1.41%
on 2026-10-30 from 2026-10-01 peak |
−2.10%
on 2023-03-15 from 2023-03-02 peak |
| EGRAX × |
−0.78%
on 2026-10-30 from 2026-09-30 peak |
−9.15%
on 2022-07-15 from 2022-04-08 peak |
| Period ending Fri 2026-10-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| APFPX × | +9.58% |
+20.44% +9.74%/yr |
+32.88% +9.94%/yr |
— | — |
| EGRAX × | +15.38% |
+36.55% +16.85%/yr |
+49.55% +14.36%/yr |
+55.18% +9.19%/yr |
+82.38% +6.19%/yr |
| Year | APFPX | EGRAX |
|---|---|---|
| 2026 (YTD) | +6.53% | +10.90% |
| 2025 | +11.42% | +20.06% |
| 2024 | +10.83% | +9.19% |
| 2023 | +7.67% | +8.09% |
| 2022 | +5.36% | −2.30% |
| 2021 | — | +3.35% |
| 2020 | — | +4.48% |
| 2019 | — | +14.43% |
| 2018 | — | −8.66% |
| 2017 | — | +5.49% |
| 2016 | — | +5.57% |
| 2015 | — | +3.85% |
| 2014 | — | +5.98% |
| 2013 | — | −1.03% |
| 2012 | — | +12.61% |
| 2011 | — | −1.65% |
| 2010 | — | +1.06% |