ARTAX Mutual Fund

NAV$13.20

Returns Overview

1 Month
+0.28%
3 Months
+5.45%
6 Months
+4.41%
YTD
+4.16%
1 Year
+9.61%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.76%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+7.64%
vs Peers
-3.48%

ARTAX Mutual Fund Performance

ARTAX performance across multiple time periods: 1-month 0.28%, YTD 4.16%, 1-year 9.61%, 3-year 8.28%, 5-year 3.76%, 10-year 6.24%.

ARTAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

ARTAX performance comparison shows side-by-side returns with another fund. ARTAX alternatives are available in the Mutual Fund Screener.