ARTUX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.19%
3 Months
+2.32%
6 Months
+1.60%
YTD
+1.60%
1 Year
+4.89%
3 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTUX 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

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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 UBS Leveraged Loan Index
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+3.23%
vs Peers
-1.63%

ARTUX Mutual Fund Performance

ARTUX performance across multiple time periods: 1-month 0.19%, YTD 1.60%, 1-year 4.89%, 3-year 7.42%.

ARTUX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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