Artisan Thematic Financials
| APDTX Fund | USD 25.13 0.01 0.04% |
Artisan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Artisan Thematic Fund Summary
Artisan Thematic competes with Nuveen Short, Rbc Short, Old Westbury, Vanguard Institutional, and Ultra-short Term. The funds investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50 percent of its total assets at market value at the time of purchase in securities of non-U.S. companies . The fund is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Artisan Funds |
| Mutual Fund Family | Artisan Partners Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 344 1770 |
| Currency | USD - US Dollar |
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Thematic's current stock value. Our valuation model uses many indicators to compare Artisan Thematic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Thematic competition to find correlations between indicators driving Artisan Thematic's intrinsic value. More Info.Artisan Thematic Fund is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.14 of One Year Return per Year To Date Return. 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 Thematic's earnings, one of the primary drivers of an investment's value.Artisan Thematic Systematic Risk
Artisan Thematic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Artisan Thematic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Artisan Thematic correlated with the market. If Beta is less than 0 Artisan Thematic generally moves in the opposite direction as compared to the market. If Artisan Thematic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Artisan Thematic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Artisan Thematic is generally in the same direction as the market. If Beta > 1 Artisan Thematic moves generally in the same direction as, but more than the movement of the benchmark.
Artisan Thematic November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Artisan Thematic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Artisan Thematic Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Artisan Thematic Fund based on widely used predictive technical indicators. In general, we focus on analyzing Artisan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Artisan Thematic's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.0351 | |||
| Maximum Drawdown | 5.07 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.73 |
Other Information on Investing in Artisan Mutual Fund
Artisan Thematic 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 Thematic security.
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