Artisan Emerging Markets Fund Manager Performance Evaluation
| APHOX Fund | USD 10.32 0.08 0.77% |
The fund shows a Beta (market volatility) of 0.0839, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Artisan Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Emerging is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Emerging Markets are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Artisan Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Canadian Natural Resources Hedge Funds Are Bullish On This Undervalued Canadian Stock Now - Yahoo Finance | 09/25/2024 |
| Expense Ratio | 1.1300 |
Artisan |
Artisan Emerging Relative Risk vs. Return Landscape
If you would invest 1,011 in Artisan Emerging Markets on August 31, 2024 and sell it today you would earn a total of 21.00 from holding Artisan Emerging Markets or generate 2.08% return on investment over 90 days. Artisan Emerging Markets is currently producing 0.0329% returns and takes up 0.2068% volatility of returns over 90 trading days. Put another way, 1% 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 Emerging Current Valuation
Overvalued
Today
Please note that Artisan Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Artisan Emerging Markets shows a prevailing Real Value of $9.48 per share. The current price of the fund is $10.32. We determine the value of Artisan Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Emerging'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 10.32 | Real 9.48 | Hype 10.32 | Naive 10.27 |
The intrinsic value of Artisan Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Artisan Emerging's fundamentals will not take into account other important factors: Artisan Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Emerging Markets, and traders can use it to determine the average amount a Artisan Emerging'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 = 0.1589
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APHOX |
Estimated Market Risk
| 0.21 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Artisan Emerging is performing at about 12% 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 Emerging by adding it to a well-diversified portfolio.
Artisan Emerging Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Emerging, and Artisan Emerging 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 | 24.99 M | ||||
About Artisan Emerging Performance
Evaluating Artisan Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Emerging 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 Emerging 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 circumstances, 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 emerging market debt securities or instruments that have similar economic characteristics. These securities and other instruments include instruments issued or guaranteed by companies, financial institutions and government entities andor their agencies and instrumentalities domiciled in or with exposure to emerging market countries. The fund is non-diversified.Things to note about Artisan Emerging Markets performance evaluation
Checking the ongoing alerts about Artisan Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Artisan Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Emerging's mutual fund. These opinions can provide insight into Artisan Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Emerging 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 Emerging security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |