ARTHX Mutual Fund

ARTHX Mutual Fund

NAV$24.80
See how much of ARTHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.20%
3 Months
-4.77%
6 Months
-0.12%
YTD
+8.75%
1 Year
+16.38%
3 Years (annualized)
+24.59%
5 Years (annualized)
+9.78%
10 Years (annualized)
+13.41%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+6.23%
vs Peers
+2.52%

ARTHX Mutual Fund Performance

ARTHX performance across multiple time periods: 1-month -0.20%, YTD 8.75%, 1-year 16.38%, 3-year 24.59%, 5-year 9.78%, 10-year 13.41%.

ARTHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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