Artisan Partners Asset Management Inc. (APAM)

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Artisan Partners Asset Management Inc. (APAM) is down 5.0% since the beginning of the year. At $37 per share, APAM is trading 24.7% below its 52-week high of $49. Investors who bought $1,000 worth of APAM shares 5 years ago would now be looking at an investment worth $1,083.

Artisan Partners Asset Management Inc. (APAM) has returned -4.99% so far this year and -0.82% over the past 12 months. Over the last ten years, APAM has returned 11.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Mar 7, 2013, APAM's average daily return is +0.05%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2020 with a return of +37.0%, while the worst month was Mar 2020 at -24.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, APAM closed higher 51% of trading days. The best single day was Mar 17, 2020 with a return of +12.0%, while the worst single day was Mar 16, 2020 at -19.1%.

Artisan Partners Asset Management Inc. has an annualized alpha of -3.48%, beta of 1.26, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since March 08, 2013.

• This stock participated in 174.73% of S&P 500 Index downside but only 165.24% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.44 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

APAM ranks 37 for risk / return — below 37% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and compare them to S&P 500 Index.

Artisan Partners Asset Management Inc. provided a 10.84% dividend yield over the last twelve months, with an annual payout of $3.96 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Artisan Partners Asset Management Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Artisan Partners Asset Management Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artisan Partners Asset Management Inc. was 59.70%, occurring on Feb 10, 2016. Recovery took 1129 trading sessions.

The current Artisan Partners Asset Management Inc. drawdown is 17.01%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Artisan Partners Asset Management Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Artisan Partners Asset Management Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.