Artisan Mid Competition

APDQX Fund

USD 17.17 0.11 0.64%

Artisan Mid Cap competes with Multisector Bond, T Rowe, Nuveen All-american, Bbh Intermediate, and T Rowe; as well as few others. The fund is listed under Mid-Cap Value category and is part of Artisan Partners Funds family. Analyzing Artisan Mid 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 Mid to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Artisan Mid 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 Mid competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
16.44	17.28	18.12

Details

Intrinsic

Valuation

Low	Real	High
16.28	17.12	17.96

Details

Artisan Mid Competition Correlation Matrix

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

	MBSAX	PRFHX	FACCX	BBINX	PATFX	FHYVX
MBSAX		0.78	0.68	0.8	0.79	0.71	MBSAX
PRFHX	0.78		0.8	0.94	1.0	0.94	PRFHX
FACCX	0.68	0.8		0.93	0.82	0.69	FACCX
BBINX	0.8	0.94	0.93		0.95	0.85	BBINX
PATFX	0.79	1.0	0.82	0.95		0.92	PATFX
FHYVX	0.71	0.94	0.69	0.85	0.92		FHYVX
	MBSAX	PRFHX	FACCX	BBINX	PATFX	FHYVX

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Risk-Adjusted Indicators

There is a big difference between Artisan Mutual Fund performing well and Artisan Mid 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 Mid'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
MBSAX	0.21	0.00	(0.34)	0.11	0.23	(0.23)	0.37	(0.44)	1.48
PRFHX	0.15	0.02	(0.27)	(0.04)	0.22	(0.24)	0.44	(0.44)	1.61
FACCX	0.15	0.01	(0.39)	0.07	0.22	(0.22)	0.39	(0.39)	1.48
BBINX	0.11	0.00	(0.43)	0.06	0.15	(0.19)	0.29	(0.29)	1.07
PATFX	0.15	0.01	(0.27)	(0.03)	0.23	(0.25)	0.44	(0.35)	1.69
FHYVX	0.17	0.03	(0.23)	(0.13)	0.21	(0.26)	0.44	(0.44)	1.88

Unable to evaluate fundamental data of [MBSAX, PRFHX, FACCX, BBINX, PATFX, FHYVX] at this time. Please try again later

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Artisan Mid Competitive Analysis

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

	APDQX	MBSAX	PRFHX	FACCX	BBINX	PATFX	FHYVX
	0.64 17.17 Artisan	0.51 13.61 Multisector	0.09 11.28 PRFHX	0.1 10.23 NUVEEN	0.29 10.33 Bbh	0.09 11.35 PATFX	0.44 9.13 Franklin
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)	Modest	Insignificant	Modest	Weak	Insignificant	Insignificant	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over 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)	Strong Hold	Cautious Hold	Sell	Strong Sell	Sell	Sell	Strong Sell
Net Asset	1.18 B	23.13 M	3.44 B	4.73 B	739.58 M	5.55 B	6.41 B
Minimum Initial Investment	N/A	N/A	2.5 K	N/A	N/A	N/A	100 K
Price To Book	N/A	N/A	6.68 X	N/A	N/A	6.68 X	N/A
Five Year Return	9.60 %	5.62 %	1.71 %	(0.57) %	1.41 %	1.45 %	1.97 %
One Year Return	19.76 %	13.57 %	11.65 %	6.32 %	5.84 %	11.47 %	13.08 %
Last Dividend Paid	0.12	N/A	0.03	0.02	0.01	0.03	0.03
Price To Earning	N/A	N/A	7.02 X	N/A	N/A	7.02 X	N/A
Price To Sales	N/A	N/A	0.94 X	N/A	N/A	0.94 X	N/A
Cash Position Weight	2.47 %	41.91 %	0.19 %	0.52 %	0.19 %	0.22 %	0.39 %
Equity Positions Weight	97.53 %	N/A	0.01 %	1.01 %	N/A	0.01 %	N/A
Three Year Return	5.02 %	6.93 %	(0.26) %	(3.38) %	0.66 %	(0.50) %	(0.19) %
Annual Yield	0.01 %	0 %	0.04 %	0 %	0 %	0.03 %	0 %
Year To Date Return	10.90 %	7.93 %	6.72 %	2.34 %	2.32 %	6.65 %	7.72 %
Bond Positions Weight	N/A	58.09 %	99.68 %	2.65 %	N/A	10.93 %	99.57 %
Ten Year Return	7.12 %	N/A	4.72 %	4.11 %	N/A	4.44 %	4.32 %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	17.17	13.61	11.28	10.23	10.33	11.35	9.13
Period Momentum Indicator	(0.11)	(0.07)	0.01	0.01	0.03	0.01	0.04
Rate Of Daily Change	0.99	0.99	1.0	1.0	1.0	1.0	1.0
Day Median Price	17.17	13.61	11.28	10.23	10.33	11.35	9.13
Price Action Indicator	(0.06)	(0.04)	0.005	0.005	0.015	0.005	0.02
Coefficient Of Variation	1174.96	1344.73	1897.49	7434.67	3143.32	2161.04	1109.91
Mean Deviation	0.621	0.2119	0.1504	0.1498	0.1139	0.1534	0.1695
Jensen Alpha	(0.06)	(0.0005)	0.015	0.0056	0.004	0.0139	0.0293
Total Risk Alpha	(0.07)	(0.03)	(0.04)	(0.04)	(0.03)	(0.04)	(0.03)
Sortino Ratio	(0.08)	(0.34)	(0.27)	(0.39)	(0.43)	(0.27)	(0.23)
Downside Variance	0.4692	0.1007	0.1871	0.1022	0.0824	0.186	0.2062
Standard Deviation	0.8298	0.2763	0.2627	0.2422	0.1904	0.2686	0.283
Kurtosis	4.24	0.7326	6.92	6.67	5.52	7.8	6.75
Potential Upside	1.21	0.3706	0.4429	0.3925	0.2918	0.4398	0.4396
Treynor Ratio	0.0619	0.1134	(0.04)	0.065	0.0589	(0.03)	(0.13)
Maximum Drawdown	4.74	1.48	1.61	1.48	1.07	1.69	1.88
Variance	0.6885	0.0764	0.069	0.0586	0.0363	0.0722	0.0801
Market Risk Adjusted Performance	0.0719	0.1234	(0.03)	0.075	0.0689	(0.02)	(0.12)
Risk Adjusted Performance	0.0658	0.0392	0.0212	(0.01)	(0.01)	0.0169	0.0519
Skewness	1.25	(0.06)	(1.42)	(1.27)	(0.95)	(1.57)	(1.33)
Semi Deviation	0.6066	0.2262	0.2162	0.224	0.1541	0.2252	0.2105
Information Ratio	(0.07)	(0.39)	(0.44)	(0.52)	(0.64)	(0.43)	(0.36)
Value At Risk	(1.08)	(0.44)	(0.44)	(0.39)	(0.29)	(0.35)	(0.44)
Expected Short fall	(0.71)	(0.23)	(0.24)	(0.22)	(0.19)	(0.25)	(0.26)
Downside Deviation	0.685	0.3173	0.4326	0.3196	0.287	0.4313	0.4541
Semi Variance	0.368	0.0512	0.0468	0.0502	0.0238	0.0507	0.0443

Artisan Mid Competition Performance Charts

Five steps to successful analysis of Artisan Mid Competition

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

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

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Other Information on Investing in Artisan Mutual Fund

Artisan Mid 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 Mid security.

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