Artisan Global Competition

APDPX Fund

USD 11.12 -0.05 -0.45%

The fund is listed under the Nontraditional Bond category and is part of the Artisan Partners Funds family. The entity is thematically classified as World Allocation Funds. Comparable companies for Artisan Global Unconstrained include Artisan Value, ARTISAN THEMATIC, ARTISAN SMALL, Artisan Floating, and Artisan Emerging and related peers. Revenue per employee for Artisan Global versus peers measures operational efficiency at a basic level.

Artisan Global vs ARTISAN HIGH Correlation View

Excellent diversification

For the present investment horizon, the measured correlation between Artisan Global and ARTISAN HIGH stands at -0.07, or Excellent diversification. This chart helps evaluate whether adding ARTISAN HIGH genuinely reduces risk relative to holding Artisan Global alone.

Moving against Artisan Mutual Fund

0.61

ARTQX

Artisan Mid Cap

Pair Corr

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Experienced investors tracking Artisan Global's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Artisan Global.

Hype

Prediction

Low	Estimated	High
10.91	11.12	11.33

Details

Intrinsic

Valuation

Low	Real	High
9.98	10.19	12.23

Details

Peer comparison enriches Artisan Global analysis by revealing how the company ranks against competitors. Artisan Global's multiples must be compared to direct competitors to determine genuine value.

Artisan Global Competition Correlation Matrix

Competition correlation for Artisan Global Unconstrained matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	APDWX	APDTX	APDSX	APDUX	APDOX	APDQX	APDKX	APDGX	APDFX
APDWX		0.69	0.74	0.36	0.91	0.5	0.94	0.75	0.62	APDWX
APDTX	0.69		0.82	0.5	0.59	0.77	0.78	0.83	0.72	APDTX
APDSX	0.74	0.82		0.64	0.55	0.8	0.74	0.87	0.77	APDSX
APDUX	0.36	0.5	0.64		0.26	0.82	0.35	0.68	0.85	APDUX
APDOX	0.91	0.59	0.55	0.26		0.34	0.88	0.62	0.51	APDOX
APDQX	0.5	0.77	0.8	0.82	0.34		0.51	0.79	0.86	APDQX
APDKX	0.94	0.78	0.74	0.35	0.88	0.51		0.82	0.63	APDKX
APDGX	0.75	0.83	0.87	0.68	0.62	0.79	0.82		0.85	APDGX
APDFX	0.62	0.72	0.77	0.85	0.51	0.86	0.63	0.85		APDFX
	APDWX	APDTX	APDSX	APDUX	APDOX	APDQX	APDKX	APDGX	APDFX

Risk-Adjusted Indicators

Artisan Global Mutual Fund can look attractive on recent price action while risk efficiency lags the peer group. Risk-adjusted metrics help compare Artisan Global's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
APDWX	0.55	0.04	0.08	0.01	0.70	-0.58	1.18	-1.23	3.22
APDTX	0.95	-0.09	0.00	0.32	0.00	0.00	1.32	-2.17	5.43
APDSX	1.10	0.04	0.00	-0.03	0.00	0.00	1.85	-2.74	7.05
APDUX	0.10	-0.02	0.00	-1.66	0.00	0.00	0.22	-0.21	0.97
APDOX	0.17	0.02	0.21	0.22	0.20	-0.18	0.28	-0.45	1.10
APDQX	0.82	-0.13	0.00	0.36	0.00	0.00	1.55	-1.85	4.56
APDKX	0.60	0.05	0.07	0.02	0.94	-0.54	1.14	-1.43	4.30
APDGX	0.59	-0.01	0.00	-0.07	0.00	0.00	1.06	-1.46	4.11
APDFX	0.13	-0.01	0.00	-0.32	0.00	0.00	0.33	-0.33	1.00

Artisan Global Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	APDPX	APDWX	APDTX	APDSX	APDUX	APDOX	APDQX	APDKX	APDGX	APDFX
	0.45 11.12 Artisan	0.36 11.24 Artisan	0.70 24.63 ARTISAN	1.22 35.80 ARTISAN	0.11 9.27 Artisan	0.09 10.87 Artisan	0.36 13.98 ARTISAN	0.90 53.55 ARTISAN	0.33 27.50 ARTISAN	0.22 8.99 ARTISAN
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Constructive	Weak	Weak	Weak	Weak	Moderate	Weak	Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Strong Sell	Strong Hold	Cautious Hold	Hold	Strong Sell	Buy	Strong Hold	Cautious Hold
Cash Position Weight	N/A	N/A	15.08	0.82	11.29	N/A	2.47	7.03	3.69	11.91
Equity Positions Weight	N/A	N/A	84.92	99.18	N/A	N/A	97.53	83.06	96.31	N/A
Three Year Return	11.14	10.57	20.43	8.09	8.07	12.76	5.56	14.51	20.73	9.54
Net Asset	239.83 M	12.31 M	1.24 B	990.58 M	88.57 M	24.99 M	581.55 M	44.97 B	3.16 B	10.84 B
Annual Yield	0.05	0.0213	N/A	N/A	0.0746	0.001	0.015	0.0149	0.0095	0.0693
Minimum Initial Investment	N/A	N/A	250 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	N/A	N/A	9.45	-2.75	N/A	N/A	2.09	9.37	10.87	4.94
Year To Date Return	3.88	1.44	4.55	1.2	0.34	1.08	1.23	1.59	4.77	0.12
One Year Return	13.3	6.44	14.72	10.54	4.98	13.31	-4.02	11.48	17.22	5.5
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	N/A	0.12	0.11	0.02	0.05
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	19.23
Ten Year Return	N/A	N/A	N/A	16.71	N/A	N/A	7.12	7.35	8.21	N/A
Day Typical Price	11.12	11.24	24.63	35.8	9.27	10.87	13.98	53.55	27.5	8.99
Period Momentum Indicator	-0.05	0.04	0.17	0.43	0.01	-0.01	0.05	0.48	0.09	0.02
Rate Of Daily Change	1.0	1.0	1.01	1.01	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	11.12	11.24	24.63	35.8	9.27	10.87	13.98	53.55	27.5	8.99
Price Action Indicator	-0.03	0.02	0.085	0.21	0.005	-0.01	0.025	0.24	0.045	0.01
Coefficient Of Variation	339.76	4362.23	-1,805	-5,661	-2,273	813.72	-1,003	3573.47	-1,903	-2,690
Mean Deviation	0.1531	0.5483	0.9474	1.1	0.0954	0.1709	0.825	0.6015	0.5914	0.1285
Jensen Alpha	0.0455	0.0426	-0.09	0.0411	-0.02	0.023	-0.13	0.0475	-0.01	-0.01
Total Risk Alpha	0.0637	0.0528	0.0039	0.0613	-0.01	0.034	-0.04	0.0671	0.0016	-0.0042
Sortino Ratio	0.3948	0.0786	N/A	N/A	N/A	0.2098	N/A	0.0665	N/A	N/A
Downside Variance	0.0714	0.6109	N/A	N/A	N/A	0.1242	N/A	1.05	N/A	N/A
Standard Deviation	0.2038	0.6944	1.15	1.43	0.1602	0.2311	1.04	0.8072	0.7721	0.191
Kurtosis	0.9229	-0.25	-0.17	0.2237	5.17	1.94	-0.39	1.61	0.5333	2.65
Potential Upside	0.368	1.18	1.32	1.85	0.2153	0.2768	1.55	1.14	1.06	0.3315
Treynor Ratio	-0.62	0.009	0.3202	-0.03	-1.66	0.2215	0.3598	0.02	-0.07	-0.32
Maximum Drawdown	0.9886	3.22	5.43	7.05	0.9671	1.1	4.56	4.3	4.11	0.997
Variance	0.0415	0.4822	1.32	2.04	0.0257	0.0534	1.08	0.6516	0.5961	0.0365
Market Risk Adjusted Performance	-0.61	0.019	0.3302	-0.02	-1.65	0.2315	0.3698	0.03	-0.06	-0.31
Risk Adjusted Performance	0.2117	0.017	-0.04	-0.01	-0.08	0.0755	-0.08	0.0228	-0.04	-0.06
Skewness	-0.59	-0.26	-0.15	-0.07	1.42	-1.14	-0.17	-0.91	-0.53	1.06
Semi Deviation	0.0	0.6953	N/A	N/A	N/A	0.2039	N/A	0.9357	N/A	N/A
Information Ratio	0.5178	0.0885	-0.02	0.0142	0.2402	0.3199	-0.06	0.0844	0.0064	0.2013
Value At Risk	-0.45	-1.23	-2.17	-2.74	-0.21	-0.45	-1.85	-1.43	-1.46	-0.33
Expected Short fall	-0.19	-0.58	N/A	N/A	N/A	-0.18	N/A	-0.54	N/A	N/A
Downside Deviation	0.2673	0.7816	N/A	N/A	N/A	0.3525	N/A	1.02	N/A	N/A
Semi Variance	-0.02	0.4834	N/A	N/A	N/A	0.0416	N/A	0.8755	N/A	N/A

Artisan Global Competition Peer Performance Charts

How to Analyze Artisan Global Against Peers

Artisan Global's peer analysis compares Artisan Global with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Artisan Global trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Artisan Global leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Artisan Global carries less net debt relative to EBITDA than most competitors, giving it more room to invest or weather downturns. Stronger competitive positioning is usually reflected through margins, returns on capital, and balance-sheet resilience.

Inputs for Artisan Global Unconstrained come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on March 12th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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