Artisan Floating Rate Fund Manager Performance Evaluation
| APDUX Fund | USD 9.59 0.01 0.10% |
The fund shows a Beta (market volatility) of -0.0049, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Artisan Floating are expected to decrease at a much lower rate. During the bear market, Artisan Floating is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Artisan Floating Rate are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Artisan Floating is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1200 |
Artisan |
Artisan Floating Relative Risk vs. Return Landscape
If you would invest 952.00 in Artisan Floating Rate on September 29, 2024 and sell it today you would earn a total of 7.00 from holding Artisan Floating Rate or generate 0.74% return on investment over 90 days. Artisan Floating Rate is currently producing 0.0117% returns and takes up 0.0924% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Artisan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Artisan Floating Current Valuation
Overvalued
Today
Please note that Artisan Floating's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Artisan Floating Rate shows a prevailing Real Value of $8.82 per share. The current price of the fund is $9.59. We determine the value of Artisan Floating Rate 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 Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Floating'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 9.59 | Real 8.82 | Hype 9.59 |
The intrinsic value of Artisan Floating'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 Floating'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 Floating Rate 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 Floating more accurately as focusing exclusively on Artisan Floating's fundamentals will not take into account other important factors: Artisan Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Floating's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Floating Rate, and traders can use it to determine the average amount a Artisan Floating'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 = 0.1263
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| APDUX |
Based on monthly moving average Artisan Floating is performing at about 9% 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 Floating by adding it to a well-diversified portfolio.
Artisan Floating Fundamentals Growth
Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Floating, and Artisan Floating 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 | 45.35 M | ||||
About Artisan Floating Performance
Evaluating Artisan Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Floating 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 Floating 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 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.Things to note about Artisan Floating Rate performance evaluation
Checking the ongoing alerts about Artisan Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Floating Rate 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 11.29% of its assets under management (AUM) in cash |
- Analyzing Artisan Floating'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 Floating's stock is overvalued or undervalued compared to its peers.
- Examining Artisan Floating'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 Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Artisan Floating's mutual fund. These opinions can provide insight into Artisan Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Artisan Mutual Fund
Artisan Floating 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 Floating security.
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