Artisan Small Cap Fund Manager Performance Evaluation
| APHSX Fund | USD 40.79 0.16 0.39% |
The fund shows a Beta (market volatility) of 1.29, 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.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Small Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Artisan Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.0000 |
ARTISAN |
Artisan Small Relative Risk vs. Return Landscape
If you would invest 3,671 in Artisan Small Cap on August 30, 2024 and sell it today you would earn a total of 408.00 from holding Artisan Small Cap or generate 11.11% return on investment over 90 days. Artisan Small Cap is currently producing 0.1758% returns and takes up 1.302% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than ARTISAN, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Artisan Small Current Valuation
Fairly Valued
Today
Please note that Artisan Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Artisan Small Cap shows a prevailing Real Value of $40.07 per share. The current price of the fund is $40.79. We determine the value of Artisan Small 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ARTISAN Mutual Fund. However, Artisan Small'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 40.79 | Real 40.07 | Hype 40.79 | Naive 41.07 |
The intrinsic value of Artisan Small'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 Small'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 Small 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 Small more accurately as focusing exclusively on Artisan Small's fundamentals will not take into account other important factors: Artisan Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Small Cap, and traders can use it to determine the average amount a Artisan Small'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 = 0.135
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | APHSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Artisan Small is performing at about 10% 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 Small by adding it to a well-diversified portfolio.
Artisan Small Fundamentals Growth
ARTISAN Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Small, and Artisan Small 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 | 39.17 X | |||
| Price To Book | 5.49 X | |||
| Price To Sales | 3.57 X | |||
| Total Asset | 2 B | |||
About Artisan Small Performance
Evaluating Artisan Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Small 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 Small 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 U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, the fund 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 small companies.Things to note about Artisan Small Cap performance evaluation
Checking the ongoing alerts about Artisan Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Small 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 generated three year return of -3.0% | |
| Artisan Small Cap holds 99.18% of its assets under management (AUM) in equities |
- Analyzing Artisan Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Small's mutual fund. These opinions can provide insight into Artisan Small's potential for growth and whether the stock is currently undervalued or overvalued.
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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