Artisan Developing World Fund Manager Performance Evaluation
| APDYX Fund | USD 22.23 0.22 0.98% |
The fund shows a Beta (market volatility) of 0.74, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Artisan Developing's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Developing is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Developing World are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Artisan Developing showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.1300 |
Artisan |
Artisan Developing Relative Risk vs. Return Landscape
If you would invest 1,948 in Artisan Developing World on September 2, 2024 and sell it today you would earn a total of 275.00 from holding Artisan Developing World or generate 14.12% return on investment over 90 days. Artisan Developing World is currently producing 0.2108% returns and takes up 0.9314% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Artisan, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Artisan Developing Current Valuation
Undervalued
Today
Please note that Artisan Developing's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Artisan Developing World shows a prevailing Real Value of $23.05 per share. The current price of the fund is $22.23. We determine the value of Artisan Developing World 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 Developing is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Developing'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 22.23 | Real 23.05 | Hype 22.23 |
The intrinsic value of Artisan Developing'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 Developing'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 Developing World 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 Developing more accurately as focusing exclusively on Artisan Developing's fundamentals will not take into account other important factors: Artisan Developing Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Developing's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Developing World, and traders can use it to determine the average amount a Artisan Developing'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 = 0.2264
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | APDYX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Artisan Developing is performing at about 17% 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 Developing by adding it to a well-diversified portfolio.
Artisan Developing Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Developing, and Artisan Developing 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 | 1.36 B | ||||
About Artisan Developing Performance
Evaluating Artisan Developing's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Developing 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 Developing 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 team employs a fundamental investment process to construct a diversified portfolio of securities that offers exposure to developing world economies. In pursuit of this goal, the team generally invests substantially in equity securities of issuers domiciled in or economically tied to countries the team considers to have characteristics typical of the developing world. Under normal circumstances, the fund invests substantially in equity securities of issuers domiciled in or economically tied to one or more markets in the developing world.Things to note about Artisan Developing World performance evaluation
Checking the ongoing alerts about Artisan Developing for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Developing World help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -2.0% | |
| Artisan Developing World holds 98.69% of its assets under management (AUM) in equities |
- Analyzing Artisan Developing'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 Developing's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Developing'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 Developing's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Developing's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Developing's mutual fund. These opinions can provide insight into Artisan Developing's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Developing 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 Developing security.
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