Artisan Mid Financial Statements From 2010 to 2024
| APDQX Fund | USD 17.18 0.01 0.06% |
Check Artisan Mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Artisan Mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Artisan financial statements analysis is a perfect complement when working with Artisan Mid Valuation or Volatility modules.
Artisan |
Artisan Mid Cap Mutual Fund Five Year Return Analysis
Artisan Mid's 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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Artisan Mid Five Year Return | 9.60 % |
Most of Artisan Mid's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
According to the company disclosure, Artisan Mid Cap has a Five Year Return of 9.5989%. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the Mid-Cap Value category. The five year return for all United States funds is notably lower than that of the firm.
Artisan Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Mid's current stock value. Our valuation model uses many indicators to compare Artisan Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Mid competition to find correlations between indicators driving Artisan Mid's intrinsic value. More Info.Artisan Mid Cap is third largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 1,535 of Year To Date Return per Annual Yield. 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 Mid's earnings, one of the primary drivers of an investment's value.About Artisan Mid Financial Statements
Artisan Mid investors use historical fundamental indicators, such as Artisan Mid's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Artisan Mid. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in that index.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Artisan Mutual Fund
Artisan Mid 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 Mid security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |