Artisan Global Competition

APDGX Fund

USD 23.87 0.08 0.34%

Artisan Global Value competes with Artisan International, Artisan Global, Akre Focus, Poplar Forest, and Aqr Large; as well as few others. The fund is listed under World Large-Stock Value category and is part of Artisan Partners Funds family. Analyzing Artisan Global 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 Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Artisan Global Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Artisan Global competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
23.29	23.87	24.45

Details

Intrinsic

Valuation

Low	Real	High
23.25	23.83	24.41

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Artisan Global. Your research has to be compared to or analyzed against Artisan Global's peers to derive any actionable benefits. When done correctly, Artisan Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Artisan Global Value.

Artisan Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Artisan Global 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 Global Value does not affect the price movement of the other competitor.

	APDKX	APHGX	AKRIX	IPFPX	AUEIX
APDKX		0.5	-0.45	-0.41	-0.52	APDKX
APHGX	0.5		0.37	0.49	0.36	APHGX
AKRIX	-0.45	0.37		0.86	0.93	AKRIX
IPFPX	-0.41	0.49	0.86		0.91	IPFPX
AUEIX	-0.52	0.36	0.93	0.91		AUEIX
	APDKX	APHGX	AKRIX	IPFPX	AUEIX

Click cells to compare fundamentals

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High positive correlations

AUEIX	+ 0.93	AKRIX
AUEIX	+ 0.91	IPFPX
IPFPX	+ 0.86	AKRIX
APHGX	+ 0.5	APDKX
IPFPX	+ 0.49	APHGX
AKRIX	+ 0.37	APHGX

High negative correlations

AUEIX	- 0.52	APDKX
AKRIX	- 0.45	APDKX
IPFPX	- 0.41	APDKX

Risk-Adjusted Indicators

There is a big difference between Artisan Mutual Fund performing well and Artisan Global 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 Global'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
APDKX	0.50	(0.13)	0.00	(0.24)	0.00	0.00	0.90	(1.08)	4.00
APHGX	0.47	(0.07)	(0.21)	(0.01)	0.56	(0.51)	0.88	(0.89)	2.64
AKRIX	0.58	0.02	(0.01)	0.14	0.59	(0.59)	1.30	(1.00)	3.14
IPFPX	0.57	(0.03)	(0.08)	0.08	0.49	(0.69)	1.13	(0.92)	4.20
AUEIX	0.45	0.00	(0.08)	0.11	0.44	(0.48)	1.03	(0.94)	2.98

Unable to evaluate fundamental data of [APDKX, APHGX, AKRIX, IPFPX, AUEIX] at this time. Please try again later

All Fundamental Data

Artisan Global Competitive Analysis

The better you understand Artisan Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Artisan Global'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 Global'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

	APDGX	APDKX	APHGX	AKRIX	IPFPX	AUEIX
	0.34 23.87 Artisan	0.62 48.73 ARTISAN	0.38 23.96 Artisan	0.71 74.99 Akre	0.48 56.58 Poplar	0.04 26.60 Aqr
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Good	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Strong Hold	Buy	Strong Hold	Strong Hold
Net Asset	2.04 B	26.84 B	3.72 B	13.09 B	319.17 M	3.56 B
Minimum Initial Investment	N/A	N/A	N/A	250 K	N/A	N/A
Price To Book	N/A	N/A	1.53 X	3.15 X	1.32 X	3.15 X
Five Year Return	9.83 %	10.81 %	9.93 %	13.38 %	10.92 %	10.38 %
One Year Return	19.88 %	14.16 %	19.97 %	32.09 %	20.10 %	23.14 %
Last Dividend Paid	0.02	0.11	0.04	N/A	1.04	N/A
Price To Earning	N/A	N/A	16.48 X	27.77 X	15.66 X	19.25 X
Price To Sales	N/A	N/A	1.52 X	2.61 X	1.00 X	1.77 X
Cash Position Weight	3.69 %	7.03 %	3.69 %	1.93 %	2.86 %	0.26 %
Equity Positions Weight	96.31 %	83.06 %	96.31 %	97.57 %	97.14 %	97.80 %
Three Year Return	7.93 %	8.52 %	8.02 %	7.50 %	6.17 %	5.21 %
Annual Yield	0.01 %	0.02 %	0.01 %	N/A	0.02 %	0.02 %
Year To Date Return	13.11 %	9.25 %	13.22 %	24.03 %	11.36 %	19.93 %
Ten Year Return	8.21 %	7.35 %	8.33 %	17.88 %	7.04 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	23.87	48.73	23.96	74.99	56.58	26.6
Period Momentum Indicator	0.08	0.3	0.09	0.53	0.27	(0.01)
Rate Of Daily Change	1.0	1.01	1.0	1.01	1.0	1.0
Day Median Price	23.87	48.73	23.96	74.99	56.58	26.6
Price Action Indicator	0.04	0.15	0.045	0.27	0.13	(0.01)
Coefficient Of Variation	19835.83	(824.34)	16302.5	608.57	940.89	745.4
Mean Deviation	0.4746	0.5011	0.475	0.5823	0.5704	0.4452
Jensen Alpha	(0.07)	(0.13)	(0.07)	0.019	(0.03)	(0)
Total Risk Alpha	(0.09)	(0.19)	(0.09)	0.0	(0.04)	(0.02)
Sortino Ratio	(0.22)	N/A	(0.21)	(0.01)	(0.08)	(0.08)
Downside Variance	0.3203	N/A	0.3213	0.5487	0.3509	0.3635
Standard Deviation	0.5755	0.6672	0.5745	0.7279	0.7554	0.5784
Kurtosis	(0.27)	3.24	(0.30)	(0.23)	3.9	0.409
Potential Upside	0.882	0.9	0.879	1.3	1.13	1.03
Treynor Ratio	(0.01)	(0.24)	(0.01)	0.1396	0.084	0.1098
Maximum Drawdown	2.64	4.0	2.64	3.14	4.2	2.98
Variance	0.3312	0.4452	0.33	0.5299	0.5706	0.3345
Market Risk Adjusted Performance	(0)	(0.23)	(0)	0.1496	0.094	0.1198
Risk Adjusted Performance	5.0E-4	(0.09)	0.0014	0.1254	0.0813	0.0996
Skewness	(0.05)	(1.07)	(0.07)	0.0904	1.25	(0.07)
Semi Deviation	0.5548	N/A	0.5552	0.5888	0.4882	0.4423
Information Ratio	(0.21)	(0.31)	(0.21)	(0.01)	(0.06)	(0.08)
Value At Risk	(0.89)	(1.08)	(0.89)	(1.00)	(0.92)	(0.94)
Expected Short fall	(0.51)	N/A	(0.51)	(0.59)	(0.69)	(0.48)
Downside Deviation	0.5659	N/A	0.5668	0.7407	0.5924	0.6029
Semi Variance	0.3078	N/A	0.3082	0.3466	0.2383	0.1956

Artisan Global Competition Performance Charts

Five steps to successful analysis of Artisan Global Competition

Artisan Global'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 Global Value in relation to its competition. Artisan Global's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Artisan Global 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 Global's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Artisan Global Value, 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 Global position

In addition to having Artisan Global 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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Copper

Companies involved in production of copper. The Copper theme has 42 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 Copper Theme or any other thematic opportunities.

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Other Information on Investing in Artisan Mutual Fund

Artisan Global 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 Global security.

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