Artisan Thematic Fund Manager Performance Evaluation
| APDTX Fund | USD 25.23 0.31 1.24% |
The fund shows a Beta (market volatility) of 0.0643, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Artisan Thematic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Thematic is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Thematic Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Artisan Thematic may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1300 |
Artisan |
Artisan Thematic Relative Risk vs. Return Landscape
If you would invest 2,296 in Artisan Thematic Fund on August 30, 2024 and sell it today you would earn a total of 196.00 from holding Artisan Thematic Fund or generate 8.54% return on investment over 90 days. Artisan Thematic Fund is currently producing 0.1357% returns and takes up 1.0619% volatility of returns over 90 trading days. Put another way, 9% 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 Thematic Current Valuation
Undervalued
Today
Please note that Artisan Thematic's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Artisan Thematic shows a prevailing Real Value of $27.63 per share. The current price of the fund is $25.23. We determine the value of Artisan Thematic 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.
Since Artisan Thematic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Thematic'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 25.23 | Real 27.63 | Hype 25.23 |
The intrinsic value of Artisan Thematic'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 Thematic'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 Thematic Fund 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 Thematic more accurately as focusing exclusively on Artisan Thematic's fundamentals will not take into account other important factors: Artisan Thematic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Thematic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Thematic Fund, and traders can use it to determine the average amount a Artisan Thematic'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 = 0.1278
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| Cash | APDTX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Artisan Thematic is performing at about 10% 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 Thematic by adding it to a well-diversified portfolio.
Artisan Thematic Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Thematic, and Artisan Thematic 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.
| Total Asset | 627.17 M | ||||
About Artisan Thematic Performance
Evaluating Artisan Thematic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Thematic has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Artisan Thematic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The funds investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50 percent of its total assets at market value at the time of purchase in securities of non-U.S. companies . The fund is non-diversified.Things to note about Artisan Thematic performance evaluation
Checking the ongoing alerts about Artisan Thematic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Thematic 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 about 15.08% of its assets under management (AUM) in cash |
- Analyzing Artisan Thematic'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 Thematic's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Thematic'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 Thematic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Thematic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Thematic's mutual fund. These opinions can provide insight into Artisan Thematic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Thematic 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 Thematic security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |