ARTRX Mutual Fund

ARTRX Mutual Fund

NAV$35.79
See how much of ARTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.29%
3 Months
+0.43%
6 Months
+2.09%
YTD
+3.09%
1 Year
+4.91%
3 Years (annualized)
+11.89%
5 Years (annualized)
+2.75%
10 Years (annualized)
+10.81%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+6.23%
vs Peers
-3.14%

ARTRX Mutual Fund Performance

ARTRX performance across multiple time periods: 1-month -3.29%, YTD 3.09%, 1-year 4.91%, 3-year 11.89%, 5-year 2.75%, 10-year 10.81%.

ARTRX returns trail the peer average of 6.23% 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.