ARTMX Mutual Fund

NAV$34.98

Returns Overview

1 Month
+6.51%
3 Months
+17.86%
6 Months
+10.91%
YTD
+9.90%
1 Year
+20.14%
3 Years (annualized)
+14.60%
5 Years (annualized)
+2.69%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTMX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+10.82%
vs Peers
-0.92%

ARTMX Mutual Fund Performance

ARTMX performance across multiple time periods: 1-month 6.51%, YTD 9.90%, 1-year 20.14%, 3-year 14.60%, 5-year 2.69%, 10-year 12.22%.

ARTMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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