Artisan Emerging Year To Date Return vs. One Year Return
| APDOX Fund | USD 10.22 0.02 0.20% |
For Artisan Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Artisan Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Artisan Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Artisan Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Artisan Emerging Markets over time as well as its relative position and ranking within its peers.
Artisan |
Artisan Emerging Markets One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Emerging's current stock value. Our valuation model uses many indicators to compare Artisan Emerging value to that of its competitors to determine the firm's financial worth. Artisan Emerging Markets is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.18 of One Year Return per Year To Date Return. 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 Emerging's earnings, one of the primary drivers of an investment's value.Artisan One Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Artisan Emerging |
| = | 9.86 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Artisan Emerging |
| = | 11.67 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Artisan One Year Return Comparison
Artisan Emerging is currently under evaluation in one year return among similar funds.
Artisan Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Artisan Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Artisan Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Artisan Emerging's change in net profit over the period of time. It can combine multiple indicators of Artisan Emerging, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund 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 emerging market debt securities or instruments that have similar economic characteristics. These securities and other instruments include instruments issued or guaranteed by companies, financial institutions and government entities andor their agencies and instrumentalities domiciled in or with exposure to emerging market countries. The fund is non-diversified.
Artisan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Artisan Emerging. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Artisan Emerging position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Artisan Emerging's important profitability drivers and their relationship over time.
Use Artisan Emerging in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Artisan Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Artisan Emerging will appreciate offsetting losses from the drop in the long position's value.Artisan Emerging Pair Trading
Artisan Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Artisan Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Artisan Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Artisan Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Artisan Emerging Markets to buy it.
The correlation of Artisan Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Artisan Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Artisan Emerging Markets moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Artisan Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Artisan Emerging position
In addition to having Artisan Emerging 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.Did You Try This Idea?
Run Strategy ETFs Thematic Idea Now
Strategy ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Strategy ETFs theme has 1286 constituents at this time.
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 Strategy ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Artisan Mutual Fund
To fully project Artisan Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Artisan Emerging Markets at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Artisan Emerging's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |