Artisan Global (Ireland) Manager Performance Evaluation

F00000OO4I -- Ireland Fund  

USD 19.61  0.87  4.64%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Artisan Global are completely uncorrelated. Even though it is essential to pay attention to Artisan Global Equity historical returns, it is always good to be careful when utilizing equity current trending patterns. Macroaxis philosophy towards foreseeing future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Artisan Global Equity I USD Acc exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Artisan Global Equity Relative Risk vs. Return Landscape

If you would invest  1,957  in Artisan Global Equity I USD Acc on November 12, 2018 and sell it today you would lose (83.00)  from holding Artisan Global Equity I USD Acc or give up 4.24% of portfolio value over 30 days. Artisan Global Equity I USD Acc is generating negative expected returns and assumes 1.9759% volatility on return distribution over the 30 days horizon. Simply put, 17% of equities are less volatile than Artisan Global Equity I USD Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Artisan Global Equity I USD Acc is expected to under-perform the market. In addition to that, the company is 1.52 times more volatile than its market benchmark. It trades about -0.23 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of volatility.

Artisan Global Current Valuation

Not valued
December 12, 2018
19.61
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Artisan Global is Unknown risk asset. Artisan Global Equity prevailing Real Value cannot be determined due to lack of data. The current price of Artisan Global Equity is $19.61. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Artisan Global Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Artisan Global Market Risk Analysis

Sharpe Ratio = -0.2342
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsF00000OO4I

Artisan Global Relative Performance Indicators

Estimated Market Risk
 1.98
  actual daily
 
 17 %
of total potential
 
17
Expected Return
 -0.46
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.23
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Artisan Global is performing at about 0% 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 Global by adding it to a well-diversified portfolio.

Artisan Global Performance Rating

Artisan Global Equity I USD Acc Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Artisan Global Equity I USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Artisan Global Alerts

Equity Alerts and Improvement Suggestions

Artisan Global is not yet fully synchronised with the market data
Artisan Global generates negative expected return over the last 30 days
The fund retains 97.73% of its assets under management (AUM) in equities

Artisan Global Performance Indicators

Artisan Global Equity Basic Price Performance Measures

Annual Report Expense Ratio1.10%
Additionally see Investing Opportunities. Please also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Search macroaxis.com