ARTIX Mutual Fund

ARTIX Mutual Fund

NAV$34.48
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Returns Overview

1 Month
+1.06%
3 Months
-0.63%
6 Months
+5.64%
YTD
+15.34%
1 Year
+22.27%
3 Years (annualized)
+21.48%
5 Years (annualized)
+10.09%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTIX 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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+15.34%
Peer Avg (YTD)
+6.23%
vs Peers
+9.11%

ARTIX Mutual Fund Performance

ARTIX performance across multiple time periods: 1-month 1.06%, YTD 15.34%, 1-year 22.27%, 3-year 21.48%, 5-year 10.09%, 10-year 10.09%.

ARTIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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