Artisan High Financial Statements From 2010 to 2024

APDFX Fund  USD 9.14  0.01  0.11%   
Artisan High financial statements provide useful quarterly and yearly information to potential Artisan High Income investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Artisan High financial statements helps investors assess Artisan High's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Artisan High's valuation are summarized below:
Artisan High Income does not presently have any fundamental signals for analysis.
Check Artisan High financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Artisan High's main balance sheet or income statement drivers, such as , as well as many indicators such as . Artisan financial statements analysis is a perfect complement when working with Artisan High Valuation or Volatility modules.
  
This module can also supplement various Artisan High Technical models . Check out the analysis of Artisan High Correlation against competitors.

Artisan High Income Mutual Fund Five Year Return Analysis

Artisan High's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Artisan High Five Year Return

    
  6.35 %  
Most of Artisan High's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan High Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

According to the company disclosure, Artisan High Income has a Five Year Return of 6.3525%. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the High Yield Bond category. The five year return for all United States funds is notably lower than that of the firm.

Artisan High Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Artisan High's current stock value. Our valuation model uses many indicators to compare Artisan High value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan High competition to find correlations between indicators driving Artisan High's intrinsic value. More Info.
Artisan High Income is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  1,752  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Artisan High's earnings, one of the primary drivers of an investment's value.

About Artisan High Financial Statements

Artisan High investors use historical fundamental indicators, such as Artisan High's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Artisan High. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade or Fitch, Inc. or below Baa3 by Moodys Investors Service, Inc. , or comparably rated by another nationally recognized statistical rating organization , or unrated but determined by Artisan Partners to be of comparable quality.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Artisan Mutual Fund

Artisan High 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 High security.
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