Artisan Global Competition

APDPX Fund

USD 11.08 0.04 0.36%

Artisan Global Uncon competes with Ab Municipal, Massmutual Premier, Ab Bond, Lincoln Inflation, and Fidelity Sai; as well as few others. The fund is listed under Nontraditional Bond category and is part of Artisan Partners Funds family. The entity is thematically classified as World Allocation Funds. 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.

Artisan Global vs Fidelity Sai Correlation

Very poor diversification

The correlation between Artisan Global Unconstrained and FIFGX is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Artisan Global Unconstrained and FIFGX in the same portfolio, assuming nothing else is changed.

Moving together with Artisan Mutual Fund

0.95	APDWX	Artisan Value Income	Pair Corr
0.82	APDTX	Artisan Thematic	Pair Corr
0.87	APDSX	Artisan Small Cap	Pair Corr
0.89	APDUX	Artisan Floating Rate	Pair Corr

Moving against Artisan Mutual Fund

0.84

APDYX

Artisan Developing World

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
10.94	11.08	11.22

Details

Intrinsic

Valuation

Low	Real	High
10.00	10.14	12.19

Details

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 Uncon does not affect the price movement of the other competitor.

	AUNCX	QCILIX	MIPSX	ABNCX	LFTAX	FIFGX
AUNCX		0.8	0.67	0.79	0.9	0.89	AUNCX
QCILIX	0.8		0.78	0.89	0.76	0.7	QCILIX
MIPSX	0.67	0.78		0.75	0.54	0.62	MIPSX
ABNCX	0.79	0.89	0.75		0.67	0.64	ABNCX
LFTAX	0.9	0.76	0.54	0.67		0.94	LFTAX
FIFGX	0.89	0.7	0.62	0.64	0.94		FIFGX
	AUNCX	QCILIX	MIPSX	ABNCX	LFTAX	FIFGX

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
AUNCX	0.08	0.01	(0.43)	0.39	0.00	(0.12)	0.18	(0.18)	0.37
QCILIX	0.09	0.00	(0.44)	0.13	0.00	(0.10)	0.21	(0.16)	0.46
MIPSX	0.13	0.00	(0.29)	0.08	0.08	(0.17)	0.22	(0.21)	0.64
ABNCX	0.06	(0.01)	(0.50)	(0.17)	0.00	(0.10)	0.10	(0.10)	0.39
LFTAX	0.56	0.15	0.08	(1.15)	0.72	(0.61)	1.13	(1.02)	4.38
FIFGX	0.97	0.08	0.02	1.00	1.23	(1.02)	1.69	(1.68)	6.34

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

	APDPX	AUNCX	QCILIX	MIPSX	ABNCX	LFTAX	FIFGX
	0.36 11.08 Artisan	0.18 10.98 AUNCX	0.23 91.81 Cref	0.43 9.41 MASSMUTUAL	0.1 10.22 ABNCX	0.78 11.45 Lincoln	0.01 93.96 Fidelity
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Prime	Solid	Good	Fair	Mild	Good	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Fair	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Hold	Buy	Hold	Strong Hold	Buy
Holdings Turnover	N/A	N/A	N/A	N/A	N/A	11.00 %	N/A
Net Asset	239.83 M	1.58 B	N/A	292.79 M	782.06 M	52.29 M	4.88 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	10 K	N/A
Five Year Return	N/A	1.77 %	N/A	1.12 %	1.37 %	(1.61) %	8.70 %
One Year Return	12.21 %	3.59 %	N/A	4.78 %	4.93 %	(4.75) %	13.52 %
Last Dividend Paid	N/A	0.01	N/A	0.11	0.05	0.02	0.09
Cash Position Weight	N/A	5.08 %	N/A	23.82 %	20.73 %	6.13 %	6.19 %
Equity Positions Weight	N/A	N/A	N/A	N/A	0.02 %	93.30 %	N/A
Three Year Return	10.28 %	2.94 %	N/A	4.45 %	3.92 %	24.06 %	5.19 %
Annual Yield	0.05 %	0.02 %	N/A	0.04 %	0.03 %	0.07 %	0 %
Year To Date Return	2.16 %	1.44 %	N/A	0.89 %	0.29 %	2.30 %	8.53 %
Bond Positions Weight	N/A	0.61 %	N/A	0.19 %	3.86 %	0.01 %	43.81 %
Ten Year Return	N/A	0.83 %	N/A	3.35 %	1.89 %	5.93 %	N/A
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	0	0
Day Typical Price	11.08	10.98	91.81	9.41	10.22	11.45	93.96
Period Momentum Indicator	0.04	(0.02)	0.21	0.04	0.01	(0.09)	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	0.99	1.0
Day Median Price	11.08	10.98	91.81	9.41	10.22	11.45	93.96
Price Action Indicator	0.02	(0.01)	0.11	0.02	0.005	(0.04)	(0.01)
Coefficient Of Variation	180.88	586.84	698.47	1233.91	1408.07	505.05	1235.52
Mean Deviation	0.104	0.0788	0.0928	0.1259	0.0617	0.5588	0.9733
Jensen Alpha	0.0697	0.0057	0.0033	7.0E-4	(0.01)	0.1474	0.0835
Total Risk Alpha	0.0581	(0.0006)	(0)	(0.01)	(0.01)	0.0838	(0)
Sortino Ratio	0.042	(0.43)	(0.44)	(0.29)	(0.50)	0.0847	0.0219
Downside Variance	0.0436	0.0153	0.0151	0.039	0.0165	0.8975	1.73
Standard Deviation	0.1424	0.098	0.114	0.1612	0.0842	0.7583	1.22
Kurtosis	2.13	(0.51)	(0.71)	0.1051	(0.06)	4.0	1.44
Potential Upside	0.2817	0.1842	0.2094	0.2153	0.0984	1.13	1.69
Treynor Ratio	(4.27)	0.3895	0.1255	0.0762	(0.17)	(1.15)	1.0
Maximum Drawdown	0.8205	0.3697	0.4617	0.6415	0.3918	4.38	6.34
Variance	0.0203	0.0096	0.013	0.026	0.0071	0.575	1.49
Market Risk Adjusted Performance	(4.26)	0.3995	0.1355	0.0862	(0.16)	(1.14)	1.01
Risk Adjusted Performance	0.3994	0.0652	0.0548	0.0253	(0.03)	0.1591	0.0687
Skewness	(0.62)	(0.14)	0.062	(0.15)	(0.42)	(1.32)	(0.75)
Semi Deviation	0.0	0.0	0.0	0.0844	0.0	0.7202	1.23
Information Ratio	0.0616	(0.54)	(0.47)	(0.35)	(0.76)	0.1058	0.0236
Value At Risk	(0.18)	(0.18)	(0.16)	(0.21)	(0.1)	(1.02)	(1.68)
Expected Short fall	(0.16)	(0.12)	(0.1)	(0.17)	(0.10)	(0.61)	(1.02)
Downside Deviation	0.2088	0.1238	0.123	0.1975	0.1285	0.9474	1.32
Semi Variance	(0.07)	(0.01)	(0.01)	0.0071	(0.0009)	0.5186	1.52

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 Uncon 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 Uncon, 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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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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