ARTLX Mutual Fund

ARTLX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
+4.10%
3 Months
+5.57%
6 Months
+6.07%
YTD
+8.26%
1 Year
+19.51%
3 Years (annualized)
+12.70%
5 Years (annualized)
+9.90%
10 Years (annualized)
+11.66%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+11.41%
vs Peers
-3.16%

ARTLX Mutual Fund Performance

ARTLX performance across multiple time periods: 1-month 4.10%, YTD 8.26%, 1-year 19.51%, 3-year 12.70%, 5-year 9.90%, 10-year 11.66%.

ARTLX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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