Artisan Floating Rate Fund Manager Performance Evaluation
| APDUX Fund | USD 9.41 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0043, 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.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Floating Rate are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Artisan Floating is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreArtisan |
Artisan Floating Relative Risk vs. Return Landscape
If you would invest 931.00 in Artisan Floating Rate on November 19, 2025 and sell it today you would earn a total of 10.00 from holding Artisan Floating Rate or generate 1.07% return on investment over 90 days. Artisan Floating Rate is currently producing 0.0179% returns and takes up 0.1363% 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 Floating Current Valuation
Overvalued
Today
Please note that Artisan Floating's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Artisan Floating Rate shows a prevailing Real Value of $8.65 per share. The current price of the fund is $9.41. We determine the value of Artisan Floating Rate 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 Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Floating'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 9.41 | Real 8.65 | Hype 9.41 |
The intrinsic value of Artisan Floating'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 Floating'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 Floating Rate 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 Floating more accurately as focusing exclusively on Artisan Floating's fundamentals will not take into account other important factors: Artisan Floating Target Price Odds to finish over Current Price
The tendency of Artisan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.41 | 90 days | 9.41 | about 27.47 |
Based on a normal probability distribution, the odds of Artisan Floating to move above the current price in 90 days from now is about 27.47 (This Artisan Floating Rate probability density function shows the probability of Artisan Mutual Fund to fall within a particular range of prices over 90 days) .
Artisan Floating Price Density |
| Price |
Predictive Modules for Artisan Floating
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Artisan Floating Rate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Artisan Floating is not an exception. The market had few large corrections towards the Artisan Floating's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Artisan Floating Rate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Artisan Floating within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.43 |
Artisan Floating Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Artisan Floating for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Artisan Floating Rate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 11.29% of its assets under management (AUM) in cash |
Artisan Floating Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Floating, and Artisan Floating 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 | 45.35 M | ||||
About Artisan Floating Performance
Evaluating Artisan Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Floating 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 Floating 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.
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.Things to note about Artisan Floating Rate performance evaluation
Checking the ongoing alerts about Artisan Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Floating Rate 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 about 11.29% of its assets under management (AUM) in cash |
- Analyzing Artisan Floating'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 Floating's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Floating'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 Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Floating's mutual fund. These opinions can provide insight into Artisan Floating's potential for growth and whether the stock is currently undervalued or overvalued.
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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