Artisan Value Financials
| APDWX Fund | USD 10.57 0.04 0.38% |
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 Value Fund Summary
Artisan Value competes with Federated High, Gmo High, Guggenheim High, City National, and Neuberger Berman. The funds investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30 percent of its total assets at market value at the time of purchase in securities of non-U.S. issuers .Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Artisan Partners Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Value's current stock value. Our valuation model uses many indicators to compare Artisan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Value competition to find correlations between indicators driving Artisan Value's intrinsic value. More Info.Artisan Value 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 106.46 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 Value's earnings, one of the primary drivers of an investment's value.Artisan Value Income Systematic Risk
Artisan Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Artisan Value 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 output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Artisan Value Income correlated with the market. If Beta is less than 0 Artisan Value generally moves in the opposite direction as compared to the market. If Artisan Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Artisan Value Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Artisan Value is generally in the same direction as the market. If Beta > 1 Artisan Value moves generally in the same direction as, but more than the movement of the benchmark.
Artisan Value January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Artisan Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Artisan Value Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Artisan Value Income 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 Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 4.17 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Artisan Mutual Fund
Artisan Value 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 Value security.
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