Artisan Value Fund Net Income
| ARTLX Fund | USD 14.77 0.14 0.94% |
As of the 4th of February, Artisan Value shows the Risk Adjusted Performance of 0.119, mean deviation of 0.846, and Downside Deviation of 0.7061. Artisan Value 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 Value'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 Value's valuation are provided below:Artisan Value Fund 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 Value '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 Value'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 Value.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Artisan Value on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Artisan Value Fund or generate 0.0% return on investment in Artisan Value over 90 days. Artisan Value is related to or competes with Artisan Emerging, T Rowe, T Rowe, Ridgeworth International, Hartford Global, Hartford Global, and Pear Tree. The fund may invest up to 25 percent of its total assets at market value at the time of purchase in securities of non-U.... More
Artisan Value 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 Value'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 Value Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7061 | |||
| Information Ratio | 0.1276 | |||
| Maximum Drawdown | 17.22 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.45 |
Artisan Value Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Artisan Value's standard deviation. In reality, there are many statistical measures that can use Artisan Value historical prices to predict the future Artisan Value's volatility.| Risk Adjusted Performance | 0.119 | |||
| Jensen Alpha | 0.2507 | |||
| Total Risk Alpha | 0.1858 | |||
| Sortino Ratio | 0.3737 | |||
| Treynor Ratio | 0.2351 |
Artisan Value February 4, 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 | 0.119 | |||
| Market Risk Adjusted Performance | 0.2451 | |||
| Mean Deviation | 0.846 | |||
| Semi Deviation | 0.2034 | |||
| Downside Deviation | 0.7061 | |||
| Coefficient Of Variation | 652.42 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.27 | |||
| Information Ratio | 0.1276 | |||
| Jensen Alpha | 0.2507 | |||
| Total Risk Alpha | 0.1858 | |||
| Sortino Ratio | 0.3737 | |||
| Treynor Ratio | 0.2351 | |||
| Maximum Drawdown | 17.22 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 1.45 | |||
| Downside Variance | 0.4986 | |||
| Semi Variance | 0.0414 | |||
| Expected Short fall | (1.13) | |||
| Skewness | 6.63 | |||
| Kurtosis | 50.03 |
Artisan Value Backtested Returns
Artisan Value appears to be not too volatile, given 3 months investment horizon. Artisan Value secures Sharpe Ratio (or Efficiency) of 0.18, which signifies that the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Artisan Value Fund, which you can use to evaluate the volatility of the entity. Please makes use of Artisan Value's Risk Adjusted Performance of 0.119, mean deviation of 0.846, and Downside Deviation of 0.7061 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.31, 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 Value will likely underperform.
Auto-correlation | 0.29 |
Poor predictability
Artisan Value Fund has poor predictability. Overlapping area represents the amount of predictability between Artisan Value time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 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 Value price movement. The serial correlation of 0.29 indicates that nearly 29.0% of current Artisan Value price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.29 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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 Value Fund 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 Large Value (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 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 Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Artisan Value Fund is roughly 9.48 . 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.Fund Asset Allocation for Artisan Value
The fund consists of 97.83% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Artisan Value'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Price To Earning | 14.03 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 1.24 X | ||||
| Total Asset | 76.63 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 3.33 % | ||||
| One Year Return | 13.28 % | ||||
| Three Year Return | 14.61 % | ||||
| Five Year Return | 13.01 % | ||||
| Ten Year Return | 8.54 % | ||||
| Net Asset | 318.42 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 2.17 % | ||||
| Equity Positions Weight | 97.83 % |
About Artisan Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Value Fund 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.
Also Currently Popular
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 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.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |