Artisan International Three Year Return vs. Year To Date Return
| APDJX Fund | USD 17.91 0.15 0.83% |
For Artisan International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Artisan International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Artisan International Small Mid utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Artisan International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Artisan International Small Mid over time as well as its relative position and ranking within its peers.
Artisan |
Artisan International Year To Date Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Artisan International's current stock value. Our valuation model uses many indicators to compare Artisan International value to that of its competitors to determine the firm's financial worth. Artisan International Small Mid is the top fund in three year return among similar funds. It also is the top fund in year to date return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Artisan International's earnings, one of the primary drivers of an investment's value.Artisan Year To Date Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Artisan International |
| = | (2.15) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Artisan International |
| = | 5.40 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Artisan Year To Date Return Comparison
Artisan International is currently under evaluation in year to date return among similar funds.
Artisan International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Artisan International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Artisan International will eventually generate negative long term returns. The profitability progress is the general direction of Artisan International's change in net profit over the period of time. It can combine multiple indicators of Artisan International, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 common stocks and other securities of small- and mid-cap companies. Under normal market conditions, it will invest at least 65 percent of its total assets at market value at the time of purchase in securities of non-U.S. companies. The fund invests in developed markets and emerging and less developed markets.
Artisan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Artisan International. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Artisan International position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Artisan International's important profitability drivers and their relationship over time.
Use Artisan International in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Artisan International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Artisan International will appreciate offsetting losses from the drop in the long position's value.Artisan International Pair Trading
Artisan International Small Mid Pair Trading Analysis
The ability to find closely correlated positions to Artisan International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Artisan International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Artisan International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Artisan International Small Mid to buy it.
The correlation of Artisan International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Artisan International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Artisan International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Artisan International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Artisan International position
In addition to having Artisan International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in Artisan Mutual Fund
To fully project Artisan International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Artisan International at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Artisan International's income statement, its balance sheet, and the statement of cash flows.
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