Artisan Sustainable Competition

APDEX Fund

USD 26.54 0.08 0.30%

Artisan Sustainable competes with Qs Growth, Blue Chip, Tfa Alphagen, L Mason, and Champlain Mid; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Artisan Partners Funds family. Analyzing Artisan Sustainable competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Artisan Sustainable to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Artisan Sustainable Correlation with its peers.

Artisan Sustainable vs Crafword Dividend Correlation

Almost no diversification

The correlation between Artisan Sustainable Emerging and CDGCX is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Artisan Sustainable Emerging and CDGCX in the same portfolio, assuming nothing else is changed.

Moving together with Artisan Mutual Fund

0.9	APDWX	Artisan Value Income	Pair Corr
0.76	APDTX	Artisan Thematic	Pair Corr
0.76	APDSX	Artisan Small Cap	Pair Corr
0.87	APDUX	Artisan Floating Rate	Pair Corr

Moving against Artisan Mutual Fund

0.73

APDYX

Artisan Developing World

Pair Corr

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Artisan Sustainable's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
25.66	26.54	27.42

Details

Intrinsic

Valuation

Low	Real	High
23.89	28.43	29.31

Details

Artisan Sustainable Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Artisan Sustainable and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Artisan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Artisan Sustainable does not affect the price movement of the other competitor.

	LANIX	JIBCX	FMOKX	TFAGX	LWLAX	CIPMX	CDGCX
LANIX		0.81	0.96	0.87	0.94	0.78	0.89	LANIX
JIBCX	0.81		0.72	0.74	0.76	0.86	0.73	JIBCX
FMOKX	0.96	0.72		0.89	0.97	0.77	0.95	FMOKX
TFAGX	0.87	0.74	0.89		0.94	0.76	0.93	TFAGX
LWLAX	0.94	0.76	0.97	0.94		0.8	0.99	LWLAX
CIPMX	0.78	0.86	0.77	0.76	0.8		0.82	CIPMX
CDGCX	0.89	0.73	0.95	0.93	0.99	0.82		CDGCX
	LANIX	JIBCX	FMOKX	TFAGX	LWLAX	CIPMX	CDGCX

Risk-Adjusted Indicators

There is a big difference between Artisan Mutual Fund performing well and Artisan Sustainable Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Artisan Sustainable's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
LANIX	0.53	(0.02)	(0.05)	0.03	0.72	(0.53)	0.97	(1.39)	3.44
JIBCX	0.92	(0.02)	(0.02)	0.04	1.16	(0.94)	1.54	(2.02)	14.24
FMOKX	0.41	0.03	0.00	0.12	0.43	(0.45)	0.79	(0.86)	2.41
TFAGX	0.89	0.10	0.03	(1.23)	1.01	(1.03)	2.16	(1.99)	10.48
LWLAX	0.27	0.02	(0.05)	0.13	0.23	(0.33)	0.53	(0.53)	2.52
CIPMX	1.09	0.25	0.24	0.49	0.59	(1.46)	1.86	(1.54)	23.97
CDGCX	0.53	0.09	0.10	0.22	0.41	(0.62)	1.10	(0.96)	6.40

Artisan Sustainable Competitive Analysis

The better you understand Artisan Sustainable competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Artisan Sustainable's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Artisan Sustainable's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	APDEX	LANIX	JIBCX	FMOKX	TFAGX	LWLAX	CIPMX	CDGCX
	0.30 26.54 Artisan	0.16 18.35 LANIX	0.75 60.65 BLUE	0.25 16.35 Oklahoma	1.99 11.82 Tfa	0.22 13.75 LWLAX	0.73 19.30 Champlain	0.40 15.05 Crafword
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Solid	Fair	Soft	Good	Fair	Solid	Fair	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Fair	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy
Net Asset	46.04 M	943.71 M	3.92 B	N/A	38.55 M	127.3 M	2.78 B	46.54 M
Minimum Initial Investment	250 K	1000 K	N/A	N/A	250	1 K	10 K	N/A
Price To Book	N/A	2.00 X	4.05 X	N/A	N/A	2.09 X	2.93 X	3.17 X
Five Year Return	N/A	9.57 %	9.34 %	N/A	N/A	3.03 %	1.24 %	8.05 %
One Year Return	48.64 %	15.26 %	8.87 %	N/A	N/A	9.29 %	(1.78) %	9.48 %
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	0.03	N/A	0.01
Price To Earning	N/A	16.55 X	24.65 X	N/A	N/A	16.53 X	22.27 X	19.80 X
Price To Sales	N/A	1.19 X	2.46 X	N/A	N/A	1.23 X	2.14 X	2.35 X
Cash Position Weight	7.13 %	13.82 %	0.61 %	N/A	N/A	20.38 %	2.97 %	1.08 %
Equity Positions Weight	92.88 %	76.20 %	99.20 %	N/A	N/A	25.56 %	97.03 %	98.92 %
Three Year Return	21.53 %	15.99 %	27.36 %	N/A	N/A	8.14 %	4.67 %	9.31 %
Annual Yield	0.01 %	0.01 %	N/A	N/A	N/A	0.02 %	N/A	0 %
Year To Date Return	9.94 %	2.71 %	1.11 %	N/A	N/A	1.62 %	1.93 %	3.00 %
Bond Positions Weight	N/A	8.05 %	N/A	N/A	N/A	49.64 %	N/A	N/A
Ten Year Return	N/A	7.79 %	16.78 %	N/A	N/A	4.90 %	14.39 %	8.16 %
Daily Balance Of Power	0	9.2 T	0	9.2 T	0	9.2 T	9.2 T	9.2 T
Day Typical Price	26.54	18.35	60.65	16.35	11.82	13.75	19.3	15.05
Period Momentum Indicator	(0.08)	0.03	(0.46)	0.04	(0.24)	0.03	0.14	0.06
Rate Of Daily Change	1.0	1.0	0.99	1.0	0.98	1.0	1.01	1.0
Day Median Price	26.54	18.35	60.65	16.35	11.82	13.75	19.3	15.05
Price Action Indicator	(0.04)	0.015	(0.23)	0.02	(0.12)	0.015	0.07	0.03
Coefficient Of Variation	454.16	2096.2	3972.39	740.53	1367.36	726.23	958.03	625.05
Mean Deviation	0.7179	0.5316	0.9217	0.4087	0.8946	0.2741	1.09	0.5261
Jensen Alpha	0.1849	(0.02)	(0.02)	0.0311	0.1016	0.0232	0.252	0.088
Total Risk Alpha	0.1196	(0.03)	(0.1)	0.0227	(0.01)	0.0141	0.0758	0.0604
Sortino Ratio	0.1506	(0.05)	(0.02)	0.0045	0.0312	(0.05)	0.2438	0.0972
Downside Variance	0.6956	0.6366	1.48	0.3489	1.4	0.144	0.871	0.4008
Standard Deviation	0.888	0.6973	1.76	0.5376	1.46	0.3797	2.85	0.8216
Kurtosis	(0.34)	0.6165	29.58	0.3353	13.87	3.51	52.19	13.69
Potential Upside	1.66	0.9681	1.54	0.7879	2.16	0.5339	1.86	1.1
Treynor Ratio	16.87	0.0325	0.0411	0.1193	(1.23)	0.133	0.486	0.2174
Maximum Drawdown	3.88	3.44	14.24	2.41	10.48	2.52	23.97	6.4
Variance	0.7885	0.4862	3.1	0.289	2.14	0.1441	8.12	0.6751
Market Risk Adjusted Performance	16.88	0.0425	0.0511	0.1293	(1.22)	0.143	0.496	0.2274
Risk Adjusted Performance	0.1786	0.0369	0.0257	0.104	0.0635	0.0999	0.0914	0.1293
Skewness	(0.07)	(0.35)	4.45	(0.23)	2.52	0.5797	6.84	2.44
Semi Deviation	0.6181	0.7193	1.16	0.4327	1.01	0.2256	0.5917	0.4144
Information Ratio	0.1414	(0.05)	(0.01)	0.0049	0.0253	(0.05)	0.0798	0.0749
Value At Risk	(1.39)	(1.39)	(2.02)	(0.86)	(1.99)	(0.53)	(1.54)	(0.96)
Expected Short fall	(0.85)	(0.53)	(0.94)	(0.45)	(1.03)	(0.33)	(1.46)	(0.62)
Downside Deviation	0.834	0.7979	1.22	0.5907	1.18	0.3795	0.9332	0.6331
Semi Variance	0.382	0.5174	1.34	0.1872	1.01	0.0509	0.3502	0.1717

Artisan Sustainable Competition Performance Charts

Five steps to successful analysis of Artisan Sustainable Competition

Artisan Sustainable's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Artisan Sustainable in relation to its competition. Artisan Sustainable's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Artisan Sustainable in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Artisan Sustainable's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Artisan Sustainable, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Artisan Sustainable position

In addition to having Artisan Sustainable in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Restaurants Thematic Idea Now

Restaurants

Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 34 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaurants Theme or any other thematic opportunities.

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Other Information on Investing in Artisan Mutual Fund

Artisan Sustainable financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Sustainable security.

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