ARTHX Mutual Fund

NAV$24.60

Returns Overview

1 Month
-4.84%
3 Months
+7.44%
6 Months
+8.98%
YTD
+7.49%
1 Year
+20.72%
3 Years (annualized)
+25.76%
5 Years (annualized)
+9.98%
10 Years (annualized)
+13.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTHX 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
PROUpgrade to run

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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+8.97%
vs Peers
-1.48%

ARTHX Mutual Fund Performance

ARTHX performance across multiple time periods: 1-month -4.84%, YTD 7.49%, 1-year 20.72%, 3-year 25.76%, 5-year 9.98%, 10-year 13.96%.

ARTHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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