Artisan Select Equity Fund Manager Performance Evaluation
| APDNX Fund | USD 16.34 0.01 0.06% |
The fund shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Artisan Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Select is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Select Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Artisan Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Artisan Select Equity Fund Q3 2024 Commentary - Seeking Alpha | 11/13/2024 |
| Expense Ratio | 1.1600 |
Artisan |
Artisan Select Relative Risk vs. Return Landscape
If you would invest 1,540 in Artisan Select Equity on August 31, 2024 and sell it today you would earn a total of 94.00 from holding Artisan Select Equity or generate 6.1% return on investment over 90 days. Artisan Select Equity is currently producing 0.0964% returns and takes up 0.6852% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Artisan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Artisan Select Current Valuation
Fairly Valued
Today
Please note that Artisan Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Artisan Select Equity shows a prevailing Real Value of $16.19 per share. The current price of the fund is $16.34. We determine the value of Artisan Select Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Artisan Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Select's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.34 | Real 16.19 | Hype 16.34 |
The intrinsic value of Artisan Select's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Artisan Select's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Artisan Select Equity helps investors to forecast how Artisan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Artisan Select more accurately as focusing exclusively on Artisan Select's fundamentals will not take into account other important factors: Artisan Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Select Equity, and traders can use it to determine the average amount a Artisan Select's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1407
| Best Portfolio | Best Equity | |||
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| Cash | APDNX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Artisan Select is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Artisan Select by adding it to a well-diversified portfolio.
Artisan Select Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Select, and Artisan Select fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Artisan Mutual Fund performance.
| Total Asset | 25.65 M | |||
About Artisan Select Performance
Evaluating Artisan Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Artisan Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It will invest primarily in U.S. companies but may invest up to 20 percent of its total assets at market value at the time of purchase in non-U.S. companies, including those in emerging and less developed markets. The fund is non-diversified.Things to note about Artisan Select Equity performance evaluation
Checking the ongoing alerts about Artisan Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Select Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Artisan Select Equity Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund holds about 15.7% of its assets under management (AUM) in cash |
- Analyzing Artisan Select's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Artisan Select's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Select's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Artisan Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Select's mutual fund. These opinions can provide insight into Artisan Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Select 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 Select security.
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