Artisan Value Income Fund Manager Performance Evaluation
| APDWX Fund | USD 10.18 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Artisan Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Value is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Value Income are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Artisan Value may actually be approaching a critical reversion point that can send shares even higher in June 2024.
...more| Expense Ratio | 1.1100 |
Artisan |
Artisan Value Relative Risk vs. Return Landscape
If you would invest 952.00 in Artisan Value Income on February 20, 2024 and sell it today you would earn a total of 66.00 from holding Artisan Value Income or generate 6.93% return on investment over 90 days. Artisan Value Income is currently producing 0.1064% returns and takes up 0.5799% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Artisan, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Artisan Value Current Valuation
Fairly Valued
Today
Please note that Artisan Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Artisan Value Income shows a prevailing Real Value of $10.3 per share. The current price of the fund is $10.18. We determine the value of Artisan Value Income 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.
Our valuation method for Artisan Value Income is useful when determining the fair value of the Artisan mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Artisan Value. Since Artisan Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Value'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 10.18 | Real 10.3 | Hype 10.18 | Naive 10.15 |
The real value of Artisan Mutual Fund, also known as its intrinsic value, is the underlying worth of Artisan Value Income Mutual Fund, which is reflected in its stock price. It is based on Artisan Value's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Artisan Value'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 Value'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 Value Income 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 Value more accurately as focusing exclusively on Artisan Value's fundamentals will not take into account other important factors: Artisan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Value Income, and traders can use it to determine the average amount a Artisan Value'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 = 0.1836
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| Cash | APDWX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Artisan Value is performing at about 14% 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 Value by adding it to a well-diversified portfolio.
Artisan Value Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Value, and Artisan Value 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.
About Artisan Value Performance
To evaluate Artisan Value Income Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Artisan Value generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Artisan Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Artisan Value Income market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Artisan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30 percent of its total assets at market value at the time of purchase in securities of non-U.S. issuers .Things to note about Artisan Value Income performance evaluation
Checking the ongoing alerts about Artisan Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Value Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Artisan Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Value's mutual fund. These opinions can provide insight into Artisan Value's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Value Income. 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 housing. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.