Artisan Small Cap Fund Market Value
| APHSX Fund | USD 38.99 0.36 0.93% |
| Symbol | Artisan |
Artisan Small '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 Small'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 Small.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Artisan Small on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Artisan Small Cap or generate 0.0% return on investment in Artisan Small over 90 days. Artisan Small is related to or competes with Artisan Select, Artisan Developing, Artisan Focus, Artisan Select, Artisan Global, Artisan Mid, and Artisan International. The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S More
Artisan Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.27 | |||
| Information Ratio | 0.0863 | |||
| Maximum Drawdown | 13.0 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 2.64 |
Artisan Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Artisan Small's standard deviation. In reality, there are many statistical measures that can use Artisan Small historical prices to predict the future Artisan Small's volatility.| Risk Adjusted Performance | 0.1058 | |||
| Jensen Alpha | 0.1373 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.1259 | |||
| Treynor Ratio | 0.1604 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Artisan Small'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 Small February 16, 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 | 0.1058 | |||
| Market Risk Adjusted Performance | 0.1704 | |||
| Mean Deviation | 1.16 | |||
| Semi Deviation | 0.9795 | |||
| Downside Deviation | 1.27 | |||
| Coefficient Of Variation | 805.23 | |||
| Standard Deviation | 1.85 | |||
| Variance | 3.41 | |||
| Information Ratio | 0.0863 | |||
| Jensen Alpha | 0.1373 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.1259 | |||
| Treynor Ratio | 0.1604 | |||
| Maximum Drawdown | 13.0 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 2.64 | |||
| Downside Variance | 1.6 | |||
| Semi Variance | 0.9593 | |||
| Expected Short fall | (1.33) | |||
| Skewness | 2.89 | |||
| Kurtosis | 15.48 |
Artisan Small Cap Backtested Returns
Artisan Small appears to be very steady, given 3 months investment horizon. Artisan Small Cap 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 Small Cap, which you can use to evaluate the volatility of the entity. Please makes use of Artisan Small's Risk Adjusted Performance of 0.1058, downside deviation of 1.27, and Mean Deviation of 1.16 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.37, 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 Small will likely underperform.
Auto-correlation | 0.13 |
Insignificant predictability
Artisan Small Cap has insignificant predictability. Overlapping area represents the amount of predictability between Artisan Small time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Small Cap price movement. The serial correlation of 0.13 indicates that less than 13.0% of current Artisan Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.13 | |
| Spearman Rank Test | 0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 0.45 |
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 Small 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 Small security.
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