Artisan Small Financial Statements From 2010 to 2024
Artisan Small financial statements provide useful quarterly and yearly information to potential Artisan Small Cap 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 Small financial statements helps investors assess Artisan Small's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Artisan Small's valuation are summarized below:Artisan Small Cap does not presently have any fundamental signals for analysis.
This module can also supplement various Artisan Small Technical models . Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real.
Check Artisan Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Artisan Small'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 Small Valuation or Volatility modules.
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Artisan Small Cap Mutual Fund Five Year Return Analysis
Artisan Small'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Artisan Small Five Year Return | 0.78 % |
Most of Artisan Small'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 Small Cap 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.
CompetitionAccording to the company disclosure, Artisan Small Cap has a Five Year Return of 0.78%. This is 21.88% higher than that of the Category family and 21.31% higher than that of the Family category. The five year return for all United States funds is 75.93% higher than that of the company.
Artisan Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Small's current stock value. Our valuation model uses many indicators to compare Artisan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Small competition to find correlations between indicators driving Artisan Small's intrinsic value. More Info.Artisan Small Cap is the top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 3.44 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 Small's earnings, one of the primary drivers of an investment's value.Also Currently Popular
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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Other Consideration for investing in Artisan Mutual Fund
If you are still planning to invest in Artisan Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Artisan Small's history and understand the potential risks before investing.
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