Artisan Global Discovery Fund Net Income
| APFDX Fund | USD 20.32 0.23 1.12% |
As of the 29th of January, Artisan Global shows the Risk Adjusted Performance of 0.103, mean deviation of 1.11, and Downside Deviation of 0.8029. Artisan Global Discovery technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Artisan Global's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Artisan Global's valuation are provided below:Artisan Global Discovery does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Artisan |
Artisan Global 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Artisan Global's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Artisan Global.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Artisan Global on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Artisan Global Discovery or generate 0.0% return on investment in Artisan Global over 90 days. Artisan Global is related to or competes with Artisan Global, Mfs Global, American Beacon, Provident Trust, Eaton Vance, Amer Beacon, and Madison Covered. The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S More
Artisan Global Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Artisan Global's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Artisan Global Discovery upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8029 | |||
| Information Ratio | 0.107 | |||
| Maximum Drawdown | 27.63 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 1.41 |
Artisan Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Artisan Global's standard deviation. In reality, there are many statistical measures that can use Artisan Global historical prices to predict the future Artisan Global's volatility.| Risk Adjusted Performance | 0.103 | |||
| Jensen Alpha | 0.3226 | |||
| Total Risk Alpha | 0.1272 | |||
| Sortino Ratio | 0.4435 | |||
| Treynor Ratio | 0.2776 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Artisan Global's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Artisan Global January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.103 | |||
| Market Risk Adjusted Performance | 0.2876 | |||
| Mean Deviation | 1.11 | |||
| Semi Deviation | 0.2031 | |||
| Downside Deviation | 0.8029 | |||
| Coefficient Of Variation | 772.39 | |||
| Standard Deviation | 3.33 | |||
| Variance | 11.08 | |||
| Information Ratio | 0.107 | |||
| Jensen Alpha | 0.3226 | |||
| Total Risk Alpha | 0.1272 | |||
| Sortino Ratio | 0.4435 | |||
| Treynor Ratio | 0.2776 | |||
| Maximum Drawdown | 27.63 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 1.41 | |||
| Downside Variance | 0.6446 | |||
| Semi Variance | 0.0412 | |||
| Expected Short fall | (1.61) | |||
| Skewness | 7.38 | |||
| Kurtosis | 57.97 |
Artisan Global Discovery Backtested Returns
Artisan Global appears to be not too volatile, given 3 months investment horizon. Artisan Global Discovery secures Sharpe Ratio (or Efficiency) of 0.14, which signifies that the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Artisan Global Discovery, which you can use to evaluate the volatility of the entity. Please makes use of Artisan Global's Risk Adjusted Performance of 0.103, mean deviation of 1.11, and Downside Deviation of 0.8029 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.52, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Artisan Global will likely underperform.
Auto-correlation | 0.45 |
Average predictability
Artisan Global Discovery has average predictability. Overlapping area represents the amount of predictability between Artisan Global time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Artisan Global Discovery price movement. The serial correlation of 0.45 indicates that just about 45.0% of current Artisan Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.45 | |
| Spearman Rank Test | 0.61 | |
| Residual Average | 0.0 | |
| Price Variance | 0.1 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Artisan Global Discovery reported net income of 0.0. This indicator is about the same for the Artisan Partners Funds average (which is currently at 0.0) family and about the same as World Small/Mid Stock (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Artisan Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Artisan Global's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Artisan Global could also be used in its relative valuation, which is a method of valuing Artisan Global by comparing valuation metrics of similar companies.Artisan Global is currently under evaluation in net income among similar funds.
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Global's current stock value. Our valuation model uses many indicators to compare Artisan Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Global competition to find correlations between indicators driving Artisan Global's intrinsic value. More Info.Artisan Global Discovery 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 2.24 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 Global's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Artisan Global
The fund consists of 95.16% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Artisan Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Total Asset | 30.88 M | ||||
| Year To Date Return | 3.82 % | ||||
| One Year Return | 8.57 % | ||||
| Three Year Return | 14.73 % | ||||
| Five Year Return | 4.38 % | ||||
| Net Asset | 169.76 M | ||||
| Cash Position Weight | 4.85 % | ||||
| Equity Positions Weight | 95.16 % |
About Artisan Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Global Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Global Discovery based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.Other Information on Investing in Artisan Mutual Fund
Artisan Global 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 Global security.
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