ARTSX Mutual Fund

ARTSX Mutual Fund

NAV$42.47
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Returns Overview

1 Month
-8.27%
3 Months
+6.83%
6 Months
+7.32%
YTD
+12.46%
1 Year
+23.47%
3 Years (annualized)
+10.38%
5 Years (annualized)
-0.14%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.46%
Peer Avg (YTD)
+15.31%
vs Peers
-2.85%

ARTSX Mutual Fund Performance

ARTSX performance across multiple time periods: 1-month -8.27%, YTD 12.46%, 1-year 23.47%, 3-year 10.38%, 5-year -0.14%, 10-year 10.91%.

ARTSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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