Artisan Floating Cash Position Weight vs. Year To Date Return
| ARTUX Fund | USD 9.60 0.01 0.10% |
For Artisan Floating profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Artisan Floating to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Artisan Floating Rate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Artisan Floating's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Artisan Floating Rate over time as well as its relative position and ranking within its peers.
Artisan |
Artisan Floating Rate Year To Date Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Floating's current stock value. Our valuation model uses many indicators to compare Artisan Floating value to that of its competitors to determine the firm's financial worth. Artisan Floating Rate is the top fund in cash position weight among similar funds. It also is the top fund in year to date return among similar funds creating about 0.61 of Year To Date Return per Cash Position Weight. The ratio of Cash Position Weight to Year To Date Return for Artisan Floating Rate is roughly 1.64 . 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 Floating's earnings, one of the primary drivers of an investment's value.Artisan Year To Date Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Artisan Floating |
| = | 11.29 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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 Floating |
| = | 6.88 % |
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.
Artisan Year To Date Return Comparison
Artisan Floating is currently under evaluation in year to date return among similar funds.
Artisan Floating Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Artisan Floating, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Artisan Floating will eventually generate negative long term returns. The profitability progress is the general direction of Artisan Floating's change in net profit over the period of time. It can combine multiple indicators of Artisan Floating, 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.
The fund will invest no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in floating rate debt instruments and other investments that are the economic equivalent of floating rate debt instruments or enable it to achieve a floating rate of income. The fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade, commonly known as junk bonds.
Artisan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Artisan Floating. 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 Floating 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 Floating's important profitability drivers and their relationship over time.
| Cash Position Weight vs Annual Yield | ||
| One Year Return vs Year To Date Return | ||
| Cash Position Weight vs Three Year Return | ||
| Net Asset vs Year To Date Return |
Use Artisan Floating 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 Floating 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 Floating will appreciate offsetting losses from the drop in the long position's value.Artisan Floating Pair Trading
Artisan Floating Rate Pair Trading Analysis
The ability to find closely correlated positions to Artisan Floating 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 Floating 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 Floating - 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 Floating Rate to buy it.
The correlation of Artisan Floating 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 Floating moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Artisan Floating Rate 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 Floating 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 Floating position
In addition to having Artisan Floating 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 Size And Style ETFs Thematic Idea Now
Size And Style ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1105 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 Size And Style ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Artisan Mutual Fund
To fully project Artisan Floating's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Artisan Floating Rate 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 Floating's income statement, its balance sheet, and the statement of cash flows.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |