ARTTX Mutual Fund

ARTTX Mutual Fund

NAV$27.87
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Returns Overview

1 Month
-0.50%
3 Months
+1.89%
6 Months
+8.42%
YTD
+13.33%
1 Year
+16.88%
3 Years (annualized)
+23.22%
5 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTTX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+8.51%
vs Peers
+4.82%

ARTTX Mutual Fund Performance

ARTTX performance across multiple time periods: 1-month -0.50%, YTD 13.33%, 1-year 16.88%, 3-year 23.22%, 5-year 10.23%.

ARTTX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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