Artisan Value Income Fund Manager Performance Evaluation
| APDWX Fund | USD 10.91 0.06 0.55% |
The fund shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Artisan Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Value is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Value Income are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Artisan Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Artisan Value Income Fund Q3 2024 Commentary - Seeking Alpha | 11/14/2024 |
| Expense Ratio | 1.1100 |
Artisan |
Artisan Value Relative Risk vs. Return Landscape
If you would invest 1,051 in Artisan Value Income on August 28, 2024 and sell it today you would earn a total of 40.00 from holding Artisan Value Income or generate 3.81% return on investment over 90 days. Artisan Value Income is currently producing 0.0609% returns and takes up 0.5611% volatility of returns over 90 trading days. Put another way, 4% 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 Value Current Valuation
Fairly Valued
Today
Please note that Artisan Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Artisan Value Income shows a prevailing Real Value of $10.85 per share. The current price of the fund is $10.91. We determine the value of Artisan Value Income 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Value'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 10.91 | Real 10.85 | Hype 10.91 | Naive 10.87 |
The intrinsic value of Artisan Value'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 Value'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 Value Income 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 Value more accurately as focusing exclusively on Artisan Value's fundamentals will not take into account other important factors: Artisan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Value Income, and traders can use it to determine the average amount a Artisan Value's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1085
| Best Portfolio | Best Equity | |||
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| Cash | APDWX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Artisan Value is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Artisan Value by adding it to a well-diversified portfolio.
Artisan Value Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Value, and Artisan Value 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.
About Artisan Value Performance
Evaluating Artisan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Value 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 Value 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 funds investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30 percent of its total assets at market value at the time of purchase in securities of non-U.S. issuers .Things to note about Artisan Value Income performance evaluation
Checking the ongoing alerts about Artisan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Value Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Artisan Value Income Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Artisan Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Value's mutual fund. These opinions can provide insight into Artisan Value's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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