Artisan Thematic Fund Year To Date Return
| APDTX Fund | USD 20.94 0.26 1.26% |
Artisan Thematic Fund fundamentals help investors to digest information that contributes to Artisan Thematic's financial success or failures. It also enables traders to predict the movement of Artisan Mutual Fund. The fundamental analysis module provides a way to measure Artisan Thematic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Artisan Thematic mutual fund.
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Artisan Thematic Fund Mutual Fund Year To Date Return Analysis
Artisan Thematic's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Artisan Thematic Year To Date Return | 13.37 % |
Most of Artisan Thematic's fundamental indicators, such as Year To Date 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 Thematic Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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In accordance with the company's disclosures, Artisan Thematic Fund has a Year To Date Return of 13.373%. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Artisan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Artisan Thematic's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Artisan Thematic could also be used in its relative valuation, which is a method of valuing Artisan Thematic by comparing valuation metrics of similar companies.Artisan Thematic is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Artisan Thematic
The fund consists of 84.92% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Artisan Thematic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Total Asset | 627.17 M | ||||
| Year To Date Return | 13.37 % | ||||
| One Year Return | 27.37 % | ||||
| Three Year Return | 4.40 % | ||||
| Five Year Return | 11.98 % | ||||
| Net Asset | 1.29 B | ||||
| Minimum Initial Investment | 250 K | ||||
| Cash Position Weight | 15.08 % | ||||
| Equity Positions Weight | 84.92 % |
About Artisan Thematic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Thematic Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Thematic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Thematic Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Artisan Thematic in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Artisan Thematic's short interest history, or implied volatility extrapolated from Artisan Thematic options trading.
Pair Trading with Artisan Thematic
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 Thematic 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 Thematic will appreciate offsetting losses from the drop in the long position's value.Moving together with Artisan Mutual Fund
| 0.79 | APDWX | Artisan Value Me | PairCorr |
| 0.91 | APDYX | Artisan Developing World | PairCorr |
| 0.75 | APDSX | Artisan Small Cap | PairCorr |
| 0.86 | APDUX | Artisan Floating Rate | PairCorr |
The ability to find closely correlated positions to Artisan Thematic 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 Thematic 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 Thematic - 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 Thematic Fund to buy it.
The correlation of Artisan Thematic 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 Thematic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Artisan Thematic 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 Thematic 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Thematic Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.