Artisan Global Financials
| APDGX Fund | USD 21.79 0.07 0.32% |
Artisan |
Please note that past performance is not an indicator of the future performance of Artisan Global, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Artisan Global Fund Summary
Artisan Global competes with Artisan International, Artisan Global, Akre Focus, Poplar Forest, and Aqr Large. The funds investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.Specialization | World Large-Stock Value, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US04314H6835 |
| Business Address | Artisan Funds |
| Mutual Fund Family | Artisan Partners Funds |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | NYSE Composite |
| Phone | 800 344 1770 |
| Currency | USD - US Dollar |
You should never invest in Artisan Global Value without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Artisan Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Artisan Global's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Artisan Global Key Financial Ratios
Generally speaking, Artisan Global's financial ratios allow both analysts and investors to convert raw data from Artisan Global's financial statements into concise, actionable information that can be used to evaluate the performance of Artisan Global over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Artisan Global Value reports annually and quarterly.Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Global's current stock value. Our valuation model uses many indicators to compare Artisan Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Global competition to find correlations between indicators driving Artisan Global's intrinsic value. More Info.Artisan Global Value is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 558.21 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Artisan Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Artisan Global's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Global's earnings, one of the primary drivers of an investment's value.Artisan Global Value Systematic Risk
Artisan Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Artisan Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Artisan Global Value correlated with the market. If Beta is less than 0 Artisan Global generally moves in the opposite direction as compared to the market. If Artisan Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Artisan Global Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Artisan Global is generally in the same direction as the market. If Beta > 1 Artisan Global moves generally in the same direction as, but more than the movement of the benchmark.
Artisan Global April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Artisan Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Artisan Global Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Artisan Global Value based on widely used predictive technical indicators. In general, we focus on analyzing Artisan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Artisan Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6401 | |||
| Information Ratio | 0.0019 | |||
| Maximum Drawdown | 2.12 | |||
| Value At Risk | (1.04) | |||
| Potential Upside | 0.7522 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Global Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Artisan Global Value information on this page should be used as a complementary analysis to other Artisan Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.