ARTRX Mutual Fund

ARTRX Mutual Fund

NAV$34.86
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Returns Overview

1 Month
+3.66%
3 Months
+1.90%
6 Months
+6.77%
YTD
+6.86%
1 Year
+7.78%
3 Years (annualized)
+13.06%
5 Years (annualized)
+2.85%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+8.51%
vs Peers
-1.65%

ARTRX Mutual Fund Performance

ARTRX performance across multiple time periods: 1-month 3.66%, YTD 6.86%, 1-year 7.78%, 3-year 13.06%, 5-year 2.85%, 10-year 11.06%.

ARTRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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