ARTIX Mutual Fund

NAV$34.82

Returns Overview

1 Month
-0.41%
3 Months
+8.81%
6 Months
+14.13%
YTD
+12.18%
1 Year
+21.69%
3 Years (annualized)
+21.55%
5 Years (annualized)
+5.43%
10 Years (annualized)
+7.87%

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
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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+8.97%
vs Peers
+3.21%

ARTIX Mutual Fund Performance

ARTIX performance across multiple time periods: 1-month -0.41%, YTD 12.18%, 1-year 21.69%, 3-year 21.55%, 5-year 5.43%, 10-year 7.87%.

ARTIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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