Artisan Small Last Dividend Paid vs. Five Year Return
Taking into consideration Artisan Small's profitability measurements, Artisan Small Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Artisan Small's ability to earn profits and add value for shareholders.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real.
Please note, there is a significant difference between Artisan Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Artisan Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Artisan Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Artisan Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Artisan Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Artisan Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Artisan Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Artisan Small Cap over time as well as its relative position and ranking within its peers.
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Artisan Small Cap Five Year Return vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Small's current stock value. Our valuation model uses many indicators to compare Artisan Small value to that of its competitors to determine the firm's financial worth. Artisan Small Cap is second largest fund in last dividend paid among similar funds. It is rated below average in five year return among similar funds reporting about 4.11 of Five Year Return per Last Dividend Paid. 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 Small's earnings, one of the primary drivers of an investment's value.Artisan Five Year Return vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Artisan Small |
| = | 0.19 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Artisan Small |
| = | 0.78 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Artisan Five Year Return Comparison
Artisan Small is currently under evaluation in five year return among similar funds.
Artisan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Artisan Small. 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 Small 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 Small's important profitability drivers and their relationship over time.
Use Artisan Small 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 Small 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 Small will appreciate offsetting losses from the drop in the long position's value.Artisan Small Pair Trading
Artisan Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Nextera Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nextera Energy 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 Nextera Energy - 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 Nextera Energy to buy it.
The correlation of Nextera Energy 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 Nextera Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nextera Energy 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 Nextera Energy 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 Small position
In addition to having Artisan Small 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 Aluminum Thematic Idea Now
Aluminum
Companies involved in production of aluminum. The Aluminum theme has 42 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 Aluminum Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Consideration for investing in Artisan Mutual Fund
If you are still planning to invest in Artisan Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Artisan Small's history and understand the potential risks before investing.
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