Artisan Small Cap Fund Manager Performance Evaluation

APHSX Fund  USD 36.04  0.47  1.32%   
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Artisan Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Artisan Small is expected to be smaller as well.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Artisan Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Expense Ratio1.0000
  

Artisan Small Relative Risk vs. Return Landscape

If you would invest  4,113  in Artisan Small Cap on December 1, 2024 and sell it today you would lose (509.00) from holding Artisan Small Cap or give up 12.38% of portfolio value over 90 days. Artisan Small Cap is currently producing negative expected returns and takes up 1.4251% volatility of returns over 90 trading days. Put another way, 12% 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  
Assuming the 90 days horizon Artisan Small is expected to under-perform the market. In addition to that, the company is 1.9 times more volatile than its market benchmark. It trades about -0.15 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of volatility.

Artisan Small Current Valuation

Fairly Valued
Today
36.04
Please note that Artisan Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Artisan Small Cap shows a prevailing Real Value of $36.68 per share. The current price of the fund is $36.04. We determine the value of Artisan Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Artisan Mutual Fund. However, Artisan Small'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  36.04 Real  36.68 Hype  36.0
The intrinsic value of Artisan Small'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 Small'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.
36.68
Real Value
38.11
Upside
Estimating the potential upside or downside of Artisan Small Cap 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 Small more accurately as focusing exclusively on Artisan Small's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
34.5736.0037.43
Details

Artisan Small Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Artisan Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Artisan Small Cap, and traders can use it to determine the average amount a Artisan Small'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 = -0.1472

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Negative ReturnsAPHSX

Estimated Market Risk

 1.43
  actual daily
12
88% of assets are more volatile

Expected Return

 -0.21
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.15
  actual daily
0
Most of other assets perform better
Based on monthly moving average Artisan Small is not performing at its full potential. However, 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 Small by adding Artisan Small to a well-diversified portfolio.

Artisan Small Fundamentals Growth

Artisan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Artisan Small, and Artisan Small 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.

About Artisan Small Performance

Evaluating Artisan Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Artisan Small 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 Small 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 U.S. small-cap growth companies. Artisan Small is traded on NASDAQ Exchange in the United States.

Things to note about Artisan Small Cap performance evaluation

Checking the ongoing alerts about Artisan Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Artisan Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Artisan Small Cap generated a negative expected return over the last 90 days
The fund holds 99.18% of its assets under management (AUM) in equities
Evaluating Artisan Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Artisan Small's mutual fund performance include:
  • Analyzing Artisan Small'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 Small's stock is overvalued or undervalued compared to its peers.
  • Examining Artisan Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Artisan Small's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Artisan Small's mutual fund. These opinions can provide insight into Artisan Small's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Artisan Small's mutual fund performance is not an exact science, and many factors can impact Artisan Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Artisan Mutual Fund

Artisan Small 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 Small security.
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