Artisan Mid Cap Fund Manager Performance Evaluation
| APHMX Fund | USD 44.61 0.59 1.34% |
The fund shows a Beta (market volatility) of 0.16, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Artisan Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Mid is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Artisan Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Artisan Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9700 |
Artisan |
Artisan Mid Relative Risk vs. Return Landscape
If you would invest 4,477 in Artisan Mid Cap on November 1, 2024 and sell it today you would lose (16.00) from holding Artisan Mid Cap or give up 0.36% of portfolio value over 90 days. Artisan Mid Cap is currently producing 0.0143% returns and takes up 1.9781% volatility of returns over 90 trading days. Put another way, 17% 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 Mid Current Valuation
Overvalued
Today
Please note that Artisan Mid's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Artisan Mid Cap shows a prevailing Real Value of $42.21 per share. The current price of the fund is $44.61. We determine the value of Artisan Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Mid'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 44.61 | Real 42.21 | Hype 44.02 | Naive 42.91 |
The intrinsic value of Artisan Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Artisan Mid's fundamentals will not take into account other important factors: Artisan Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Mid Cap, and traders can use it to determine the average amount a Artisan Mid'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 = 0.0072
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | APHMX |
Estimated Market Risk
| 1.98 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Artisan Mid is not performing at its full potential. However, 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 Mid by adding Artisan Mid to a well-diversified portfolio.
Artisan Mid Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Mid, and Artisan Mid 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.
| Price To Earning | 29.11 X | ||||
| Price To Book | 4.86 X | ||||
| Price To Sales | 2.58 X | ||||
| Total Asset | 7.45 B | ||||
About Artisan Mid Performance
Evaluating Artisan Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Mid 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 Mid 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 normally invests no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in the index.Things to note about Artisan Mid Cap performance evaluation
Checking the ongoing alerts about Artisan Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Mid Cap 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 96.63% of its assets under management (AUM) in equities |
- Analyzing Artisan Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Mid's mutual fund. These opinions can provide insight into Artisan Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Mid 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 Mid security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |