Artisan International Competition

Mutual Funds . USA . 
Fund . Artisan International Value
APHKX Fund  USD 48.69  1.41  2.81%   
Artisan International competes with Bridge Builder, Morningstar Unconstrained, Thrivent High, Via Renewables, and T Rowe; as well as few others. The fund is listed under Foreign Large Blend category and is part of Artisan family. Analyzing Artisan International 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 International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Artisan International 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 International competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
48.1148.6949.27
Details
Intrinsic
Valuation
LowRealHigh
48.6049.1849.76
Details

Artisan International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Artisan International 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 International does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RWAYL
+ 0.83
BBVLX
RRTLX
+ 0.81
MSTSX
OSHDF
+ 0.79
VIASP
SITKF
+ 0.78
MSTSX
RWAYL
+ 0.73
LBHIX
MSTSX
+ 0.72
BBVLX
  
High negative correlations   
SITKF
- 0.12
VIASP
VIASP
- 0.11
MSTSX
SITKF
- 0.08
OSHDF
OSHDF
- 0.02
MSTSX
RRTLX
- 0.01
VIASP
RWAYL
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Artisan Mutual Fund performing well and Artisan International 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 International'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BBVLX  0.48  0.00 (0.06) 0.11  0.37 
(0.56)
 0.93 
(0.81)
 3.01 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.48 (0.05)(0.15) 0.04  0.53 
(0.58)
 1.03 
(1.02)
 2.80 
LBHIX  0.11  0.01 (0.40) 0.46  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.74  0.08 (0.03)(2.22) 1.13 
(0.80)
 2.28 
(1.20)
 7.18 
RRTLX  0.24  0.01 (0.30) 0.50  0.24 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.61  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  1.00  0.03 (0.04) 1.56  2.25 
(1.07)
 1.75 
(1.69)
 24.27 
SITKF  5.54  1.04  0.14  4.02  5.03 
(8.12)
 14.29 
(9.09)
 32.64 
RWAYL  0.12  0.03 (0.46) 2.75  0.00 
(0.18)
 0.32 
(0.20)
 1.21 
All Fundamental Data

Artisan International Competitive Analysis

The better you understand Artisan International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Artisan International'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 International'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
APHKX BBVLX AQUI MSTSX LBHIX VIASP RRTLX OSHDF 70082LAB3 SITKF
 2.81 
 48.69 
Artisan
 0.05 
 19.30 
Bridge
 0.00 
 0.01 
Aquagold
 1.28 
 11.88 
Morningstar
 0.23 
 4.25 
Thrivent
 0.32 
 22.05 
Via
 0.24 
 12.60 
RRTLX
 0.00 
 0.01 
Oshidori
 5.05 
 85.38 
70082LAB3
 7.14 
 0.26 
Sitka
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Out of control
Market Performance
(90 Days Performance)
Very Weak
Good
Very Weak
Modest
Good
Modest
Insignificant
OK
Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Average
Low
Low
Above Average
Low
Above Average
Below Average
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly 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
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
N/A
4.24
Net Asset
15.35 B
8.15 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
N/A
13.41 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
N/A
(1.57 M)
Price To Book
1.55
N/A
N/A
N/A
1.58
N/A
2.13
0.005
N/A
1.1
Current Valuation
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
N/A
8.05 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
N/A
N/A
Five Year Return
10.91
12.93
N/A
8.6
3.31
8.97
0.0406
N/A
N/A
N/A
Retained Earnings
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
14.29
26.97
N/A
19.87
11.68
N/A
0.067
N/A
N/A
N/A
Beta
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
N/A
1.45
Cash Position Weight
13.31
1.44
N/A
14.28
6.56
N/A
7.22
N/A
N/A
N/A
Equity Positions Weight
79.31
98.43
N/A
61.63
0.07
N/A
38.52
N/A
N/A
N/A
Number Of Employees
1
1
7
1
1
169
1
31
N/A
1
Shares Outstanding
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
N/A
159.12 M
Three Year Return
8.62
9.78
N/A
7.0
2.59
N/A
0.0491
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
N/A
(1.27 M)
Annual Yield
0.0214
0.0183
N/A
0.021
0.0617
0.0972
0.0211
N/A
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
N/A
40 K
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
N/A
-0.0611
Bond Positions Weight
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
N/A
-0.033
Book Value Per Share
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
N/A
0.1
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
N/A
N/A
Minimum Initial Investment
1000 K
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
21.83 B
18.72 B
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
N/A
13.41 M
Last Dividend Paid
0.14
0.07
N/A
N/A
0.02
0.73
0.14
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
0.002
Short Ratio
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
N/A
10.92
Market Capitalization
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
N/A
12.62 M
Price To Earning
17.65
N/A
-0.22
N/A
35.48
26.83
18.25
N/A
N/A
N/A
Price To Sales
1.19
N/A
N/A
N/A
1.23
N/A
1.57
N/A
N/A
N/A
Net Income
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
N/A
(1.28 M)
Earnings Per Share
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
N/A
-0.01
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
N/A
5.97
Year To Date Return
9.34
19.84
N/A
13.69
6.69
N/A
-0.0211
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
N/A
N/A
Ten Year Return
7.5
N/A
N/A
N/A
6.0
N/A
5.76
N/A
N/A
N/A
Working Capital
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
N/A
5.77 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
0.04
Gross Profit
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
N/A
N/A
Day Typical Price
48.69
19.3
0.006
11.88
4.25
22.1
12.6
0.01
85.38
0.27
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
234.5
N/A
N/A
N/A
3989.29
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
0.0
9.2 T
(9,223,372,036,855)
(0.29)
9.2 T
0.0
(9,223,372,036,855)
(1.00)
Period Momentum Indicator
(1.41)
(0.01)
N/A
0.15
(0.01)
(0.07)
0.03
N/A
(4.54)
(0.02)
Rate Of Daily Change
0.97
1.0
1.0
1.01
1.0
1.0
1.0
1.0
0.95
0.93
Day Median Price
48.69
19.3
0.006
11.88
4.25
22.12
12.6
0.01
85.38
0.27
Price Action Indicator
(0.71)
(0.01)
N/A
0.075
(0.01)
(0.10)
0.015
N/A
(2.27)
(0.02)
Coefficient Of Variation
(1,312)
646.02
N/A
1873.74
584.89
1382.31
1246.41
812.4
5494.07
641.36
Mean Deviation
0.4547
0.4814
N/A
0.4801
0.1098
0.7409
0.2378
39.65
0.9995
5.54
Jensen Alpha
(0.10)
(0)
N/A
(0.05)
0.014
0.0779
0.0112
22.61
0.0304
1.04
Total Risk Alpha
(0.14)
(0.01)
N/A
(0.07)
(0.01)
(0.11)
(0.03)
(5.26)
(0.33)
(0.01)
Sortino Ratio
N/A
(0.06)
N/A
(0.15)
(0.40)
(0.03)
(0.30)
N/A
(0.04)
0.1365
Downside Variance
N/A
0.3078
N/A
0.4204
0.0625
1.65
0.1188
N/A
5.43
48.97
Standard Deviation
0.5691
0.6188
N/A
0.6193
0.1688
1.16
0.308
163.54
2.36
6.95
Kurtosis
(0.25)
1.53
N/A
0.0373
3.71
5.37
0.049
66.0
21.69
(0.10)
Potential Upside
0.8953
0.9259
N/A
1.03
0.2375
2.28
0.5564
N/A
1.75
14.29
Treynor Ratio
(0.14)
0.1125
N/A
0.0382
0.4625
(2.22)
0.4971
(0.96)
1.56
4.02
Maximum Drawdown
2.69
3.01
N/A
2.8
0.9552
7.18
1.37
1328.57
24.27
32.64
Variance
0.3238
0.383
N/A
0.3836
0.0285
1.35
0.0949
26743.97
5.55
48.33
Market Risk Adjusted Performance
(0.13)
0.1225
N/A
0.0482
0.4725
(2.21)
0.5071
(0.95)
1.57
4.03
Risk Adjusted Performance
(0.06)
0.116
N/A
0.0384
0.0954
0.0587
0.0465
0.104
0.0207
0.1281
Skewness
(0.17)
0.5699
N/A
0.0305
1.16
(0.88)
0.0337
8.12
0.7359
0.4024
Semi Deviation
N/A
0.3731
N/A
0.5304
0.0
1.13
0.2395
N/A
2.25
5.03
Information Ratio
(0.30)
(0.05)
N/A
(0.15)
(0.59)
(0.04)
(0.34)
0.1223
(0.04)
0.1374
Value At Risk
(1.00)
(0.81)
N/A
(1.02)
(0.24)
(1.20)
(0.56)
N/A
(1.69)
(9.09)
Expected Short fall
N/A
(0.56)
N/A
(0.58)
(0.29)
(0.80)
(0.27)
N/A
(1.07)
(8.12)
Downside Deviation
N/A
0.5548
N/A
0.6484
0.25
1.29
0.3447
N/A
2.33
7.0
Semi Variance
N/A
0.1392
N/A
0.2813
(0.02)
1.27
0.0574
N/A
5.05
25.26

Artisan International Competition Performance Charts

Five steps to successful analysis of Artisan International Competition

Artisan International'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 International in relation to its competition. Artisan International's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Artisan International 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 International's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Artisan International, 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 International position

In addition to having Artisan International 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 Military Industrial Thematic Idea Now

Military Industrial
Military Industrial Theme
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 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 Military Industrial Theme or any other thematic opportunities.
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Other Information on Investing in Artisan Mutual Fund

Artisan International 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 International security.
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