ARTQX Mutual Fund

ARTQX Mutual Fund

NAV$16.12
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Returns Overview

1 Month
+3.11%
3 Months
+7.27%
6 Months
+5.43%
YTD
+6.84%
1 Year
+11.79%
3 Years (annualized)
+5.54%
5 Years (annualized)
+4.39%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTQX 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 Midcap Value Index
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+9.54%
vs Peers
-2.70%

ARTQX Mutual Fund Performance

ARTQX performance across multiple time periods: 1-month 3.11%, YTD 6.84%, 1-year 11.79%, 3-year 5.54%, 5-year 4.39%, 10-year 6.72%.

ARTQX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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