ARTLX Mutual Fund

NAV$15.89

Returns Overview

1 Month
-0.20%
3 Months
+8.71%
6 Months
+4.86%
YTD
+3.99%
1 Year
+10.60%
3 Years (annualized)
+12.96%
5 Years (annualized)
+9.41%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTLX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+9.49%
vs Peers
-5.50%

ARTLX Mutual Fund Performance

ARTLX performance across multiple time periods: 1-month -0.20%, YTD 3.99%, 1-year 10.60%, 3-year 12.96%, 5-year 9.41%, 10-year 11.61%.

ARTLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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