Artisan Global Competition

Mutual Funds . USA . 
Fund . Artisan Global Equity
APHHX Fund  USD 19.89  0.14  0.71%   
Artisan Global Equity competes with Artisan Select, Artisan Developing, Artisan Focus, Artisan Small, and Artisan Select; as well as few others. The fund is listed under World Large-Stock Growth category and is part of Artisan family. Analyzing Artisan Global competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Artisan Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Artisan Global Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Artisan Global competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
18.4519.8921.33
Details
Intrinsic
Valuation
LowRealHigh
18.7320.1721.61
Details
Naive
Forecast
LowNextHigh
18.4919.9321.37
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.1321.6823.23
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Artisan Global. Your research has to be compared to or analyzed against Artisan Global's peers to derive any actionable benefits. When done correctly, Artisan Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Artisan Global Equity.

Artisan Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Artisan Global and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Artisan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Artisan Global Equity does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
APHNX
+ 0.95
APDNX
APHMX
+ 0.94
APHSX
APHNX
+ 0.93
APHSX
APHMX
+ 0.88
APHNX
APHSX
+ 0.87
APDNX
APHMX
+ 0.86
APHQX
  
High negative correlations   
APHMX
- 0.66
APHKX
APHKX
- 0.65
APDNX
APHKX
- 0.62
APHSX
APHKX
- 0.61
APHNX
APHKX
- 0.55
APHTX
APHKX
- 0.55
APHYX

Risk-Adjusted Indicators

There is a big difference between Artisan Mutual Fund performing well and Artisan Global Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Artisan Global's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
APDNX  0.51  0.07 (0.08) 2.43  0.39 
(0.66)
 1.24 
(0.83)
 3.41 
APHYX  0.70  0.17  0.13  0.40  0.67 
(0.79)
 1.47 
(1.26)
 5.50 
APHTX  0.93 (0.01)(0.04) 0.07  2.51 
(0.80)
 1.72 
(1.31)
 5.01 
APHSX  0.99  0.01  0.03  0.12  1.34 
(0.95)
 2.04 
(1.99)
 8.38 
APHNX  0.51  0.01 (0.05) 0.12  0.35 
(0.66)
 1.24 
(0.77)
 3.68 
APHRX  0.76 (0.13) 0.00 (0.07) 0.00 
 0.00 
 1.20 
(1.30)
 13.59 
APHQX  0.64 (0.11)(0.10) 0.01  0.98 
(0.68)
 1.21 
(1.02)
 8.35 
APHKX  0.48 (0.10) 0.00 (0.21) 0.00 
 0.00 
 0.90 
(1.00)
 4.00 
APHJX  0.64 (0.08)(0.13) 0.00  0.81 
(0.65)
 1.26 
(1.32)
 3.83 
APHMX  0.93 (0.05)(0.02) 0.07  2.64 
(0.80)
 1.85 
(1.31)
 14.14 
All Fundamental Data

Artisan Global Competitive Analysis

The better you understand Artisan Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Artisan Global's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Artisan Global's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
APHHX APDNX APHYX APHTX APHSX APHNX APHRX APHQX APHKX APHJX
 0.71 
 19.89 
Artisan
 1.17 
 16.03 
Artisan
 0.88 
 22.98 
Artisan
 1.75 
 22.72 
Artisan
 1.02 
 38.77 
Artisan
 0.69 
 16.04 
Artisan
 0.97 
 34.40 
Artisan
 0.12 
 16.16 
Artisan
 0.33 
 48.92 
Artisan
 0.33 
 18.27 
Artisan
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
Solid
Very Weak
OK
OK
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Buy
Strong Buy
Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Net Asset
320.03 M
10.36 M
2.19 B
867.62 M
1.81 B
10.36 M
3.41 B
3.3 B
15.35 B
404.12 M
Minimum Initial Investment
N/A
250 K
1000 K
N/A
N/A
N/A
N/A
N/A
1000 K
N/A
Price To Book
N/A
N/A
N/A
N/A
5.49
N/A
4.34
1.62
1.55
N/A
Five Year Return
8.47
N/A
12.07
N/A
7.42
N/A
11.51
9.24
11.03
4.98
One Year Return
27.34
28.54
43.32
45.04
30.29
28.51
28.19
15.45
15.71
13.17
Last Dividend Paid
N/A
N/A
N/A
N/A
N/A
0.06
N/A
0.13
0.14
0.14
Price To Earning
N/A
N/A
N/A
N/A
39.17
N/A
33.61
15.79
17.65
N/A
Price To Sales
N/A
N/A
N/A
N/A
3.57
N/A
3.16
0.84
1.19
N/A
Cash Position Weight
2.71
15.7
2.36
-3.25
0.82
4.98
4.46
2.47
13.31
8.0
Equity Positions Weight
96.33
84.29
97.64
103.25
99.18
95.02
95.55
97.53
79.31
92.01
Three Year Return
4.26
9.43
1.3
8.14
-1.69
9.5
1.26
5.14
9.52
-2.07
Annual Yield
0.0093
0.0046
N/A
N/A
N/A
0.0051
N/A
0.0076
0.0098
7.0E-4
Year To Date Return
21.4
20.95
36.18
39.56
21.69
21.0
20.53
9.99
10.65
5.51
Ten Year Return
13.52
N/A
N/A
N/A
16.86
N/A
14.74
7.24
7.5
9.04
Day Typical Price
19.89
16.03
22.98
22.72
38.77
16.04
34.4
16.16
48.92
18.27
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
Period Momentum Indicator
0.14
(0.19)
0.2
0.39
0.39
0.11
0.33
(0.02)
0.16
0.06
Rate Of Daily Change
1.01
0.99
1.01
1.02
1.01
1.01
1.01
1.0
1.0
1.0
Day Median Price
19.89
16.03
22.98
22.72
38.77
16.04
34.4
16.16
48.92
18.27
Price Action Indicator
0.07
(0.1)
0.1
0.2
0.2
0.055
0.16
(0.01)
0.08
0.03
Relative Strength Index
53.74
68.05
63.91
64.58
65.12
67.97
57.6
61.78
32.77
50.78
Coefficient Of Variation
(1,706)
779.38
359.41
5918.5
811.07
650.8
(4,422)
5193.7
(1,174)
10981.2
Mean Deviation
0.6991
0.5079
0.6982
0.9293
0.9924
0.5142
0.7563
0.6402
0.4828
0.6438
Jensen Alpha
(0.18)
0.0712
0.1747
(0.01)
0.0108
0.0064
(0.13)
(0.11)
(0.10)
(0.08)
Total Risk Alpha
(0.32)
(0.03)
0.0997
(0.26)
(0.06)
(0.01)
(0.30)
(0.15)
(0.17)
(0.13)
Sortino Ratio
N/A
(0.08)
0.1298
(0.04)
0.0256
(0.05)
N/A
(0.10)
N/A
(0.13)
Downside Variance
N/A
0.2502
1.01
6.86
2.87
0.2481
N/A
1.05
N/A
0.7573
Standard Deviation
1.43
0.6603
0.9158
1.74
1.36
0.6622
1.57
0.9813
0.6497
0.8148
Kurtosis
41.13
1.53
1.7
31.04
3.21
1.43
38.54
9.18
3.89
(0.13)
Potential Upside
1.05
1.24
1.47
1.72
2.04
1.24
1.2
1.21
0.8953
1.26
Treynor Ratio
(0.13)
2.43
0.3995
0.0669
0.1229
0.1231
(0.07)
0.0085
(0.21)
(0)
Maximum Drawdown
11.69
3.41
5.5
5.01
8.38
3.68
13.59
8.35
4.0
3.83
Variance
2.04
0.436
0.8387
3.02
1.85
0.4385
2.48
0.963
0.4221
0.6638
Market Risk Adjusted Performance
(0.12)
2.44
0.4095
0.0769
0.1329
0.1331
(0.06)
0.0185
(0.20)
0.0062
Risk Adjusted Performance
(0.04)
0.0917
0.2031
0.018
0.0938
0.1101
(0.01)
0.0165
(0.06)
0.0077
Skewness
(5.75)
0.8636
(0.64)
(4.72)
(1.07)
0.7715
(5.46)
(0.68)
(1.17)
0.0968
Semi Deviation
N/A
0.3863
0.6677
2.51
1.34
0.3517
N/A
0.9826
N/A
0.8093
Information Ratio
(0.15)
(0.06)
0.1423
(0.05)
0.0318
(0.03)
(0.10)
(0.11)
(0.28)
(0.14)
Value At Risk
(1.01)
(0.83)
(1.26)
(1.31)
(1.99)
(0.77)
(1.30)
(1.02)
(1.00)
(1.32)
Expected Short fall
N/A
(0.66)
(0.79)
(0.80)
(0.95)
(0.66)
N/A
(0.68)
N/A
(0.65)
Downside Deviation
N/A
0.5002
1.0
2.62
1.69
0.4981
N/A
1.02
N/A
0.8702
Semi Variance
N/A
0.1492
0.4459
6.28
1.8
0.1237
N/A
0.9655
N/A
0.655

Artisan Global Competition Performance Charts

Five steps to successful analysis of Artisan Global Competition

Artisan Global's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Artisan Global Equity in relation to its competition. Artisan Global's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Artisan Global in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Artisan Global's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Artisan Global Equity, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Artisan Global position

In addition to having Artisan Global 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.

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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 Currency Funds Theme or any other thematic opportunities.
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Other Information on Investing in Artisan Mutual Fund

Artisan Global financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Global security.
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