ARTTX Mutual Fund

NAV$29.12

Returns Overview

1 Month
+4.79%
3 Months
+21.11%
6 Months
+16.56%
YTD
+14.34%
1 Year
+19.02%
3 Years (annualized)
+24.00%
5 Years (annualized)
+12.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.34%
Peer Avg (YTD)
+8.97%
vs Peers
+5.37%

ARTTX Mutual Fund Performance

ARTTX performance across multiple time periods: 1-month 4.79%, YTD 14.34%, 1-year 19.02%, 3-year 24.00%, 5-year 12.53%.

ARTTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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