Artisan Floating Rate Fund Key Fundamental Indicators
| ARTUX Fund | USD 9.41 0.01 0.11% |
As of the 22nd of February, Artisan Floating shows the Mean Deviation of 0.069, coefficient of variation of 901.98, and Risk Adjusted Performance of 0.0368. Artisan Floating Rate 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 Floating'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 Floating's valuation are provided below:Artisan Floating Rate 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 Floating '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 Floating'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 Floating.
| 11/24/2025 |
| 02/22/2026 |
If you would invest 0.00 in Artisan Floating on November 24, 2025 and sell it all today you would earn a total of 0.00 from holding Artisan Floating Rate or generate 0.0% return on investment in Artisan Floating over 90 days. Artisan Floating is related to or competes with Artisan Value, Artisan Developing, Artisan Thematic, Artisan Small, Artisan Global, Artisan Emerging, and Artisan Global. The fund will invest no less than 80 percent of its net assets plus any borrowings for investment purposes at market val... More
Artisan Floating 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 Floating'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 Floating Rate upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1573 | |||
| Information Ratio | (0.50) | |||
| Maximum Drawdown | 0.9581 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1075 |
Artisan Floating Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Floating's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Artisan Floating's standard deviation. In reality, there are many statistical measures that can use Artisan Floating historical prices to predict the future Artisan Floating's volatility.| Risk Adjusted Performance | 0.0368 | |||
| Jensen Alpha | 0.0031 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.42) | |||
| Treynor Ratio | 0.2057 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Artisan Floating'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 Floating February 22, 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 | 0.0368 | |||
| Market Risk Adjusted Performance | 0.2157 | |||
| Mean Deviation | 0.069 | |||
| Downside Deviation | 0.1573 | |||
| Coefficient Of Variation | 901.98 | |||
| Standard Deviation | 0.1321 | |||
| Variance | 0.0175 | |||
| Information Ratio | (0.50) | |||
| Jensen Alpha | 0.0031 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.42) | |||
| Treynor Ratio | 0.2057 | |||
| Maximum Drawdown | 0.9581 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1075 | |||
| Downside Variance | 0.0247 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.20) | |||
| Skewness | 2.46 | |||
| Kurtosis | 10.9 |
Artisan Floating Rate Backtested Returns
At this stage we consider Artisan Mutual Fund to be very steady. Artisan Floating Rate 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-six technical indicators for Artisan Floating Rate, which you can use to evaluate the volatility of the entity. Please confirm Artisan Floating's Mean Deviation of 0.069, risk adjusted performance of 0.0368, and Coefficient Of Variation of 901.98 to double-check if the risk estimate we provide is consistent with the expected return of 0.0194%. The fund shows a Beta (market volatility) of 0.0226, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Artisan Floating's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Floating is expected to be smaller as well.
Auto-correlation | -0.55 |
Good reverse predictability
Artisan Floating Rate has good reverse predictability. Overlapping area represents the amount of predictability between Artisan Floating time series from 24th of November 2025 to 8th of January 2026 and 8th of January 2026 to 22nd 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 Floating Rate price movement. The serial correlation of -0.55 indicates that about 55.0% of current Artisan Floating price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.55 | |
| Spearman Rank Test | -0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Artisan Floating Rate has a Net Asset of 88.57 M. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the Bank Loan category. The net asset for all United States funds is notably lower than that of the firm.
Artisan Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Floating's current stock value. Our valuation model uses many indicators to compare Artisan Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Floating competition to find correlations between indicators driving Artisan Floating's intrinsic value. More Info.Artisan Floating Rate 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 2.98 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 Floating's earnings, one of the primary drivers of an investment's value.Artisan Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Artisan Floating's direct or indirect competition against its Net Asset 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 Floating could also be used in its relative valuation, which is a method of valuing Artisan Floating by comparing valuation metrics of similar companies.Artisan Floating is currently under evaluation in net asset among similar funds.
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Floating's current stock value. Our valuation model uses many indicators to compare Artisan Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Floating competition to find correlations between indicators driving Artisan Floating's intrinsic value. More Info.Artisan Floating Rate 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 2.98 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 Floating's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Artisan Floating
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Artisan Floating'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
| Total Asset | 46.81 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 0.22 % | ||||
| One Year Return | 5.81 % | ||||
| Three Year Return | 8.09 % | ||||
| Net Asset | 88.57 M | ||||
| Cash Position Weight | 11.29 % |
About Artisan Floating Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Floating using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Floating Rate 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.The fund will invest no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in floating rate debt instruments and other investments that are the economic equivalent of floating rate debt instruments or enable it to achieve a floating rate of income. The fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade, commonly known as junk bonds.
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 Floating 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 Floating security.
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