ARTAX Mutual Fund

ARTAX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+0.23%
3 Months
+1.92%
6 Months
+3.26%
YTD
+4.40%
1 Year
+9.42%
3 Years (annualized)
+7.91%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.03%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+6.99%
vs Peers
-2.59%

ARTAX Mutual Fund Performance

ARTAX performance across multiple time periods: 1-month 0.23%, YTD 4.40%, 1-year 9.42%, 3-year 7.91%, 5-year 3.51%, 10-year 6.03%.

ARTAX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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