ARTZX Mutual Fund

NAV$27.96

Returns Overview

1 Month
-2.67%
3 Months
+15.38%
6 Months
+17.02%
YTD
+14.63%
1 Year
+37.29%
3 Years (annualized)
+22.51%
5 Years (annualized)
+6.75%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTZX 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
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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
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+21.71%
vs Peers
-7.08%

ARTZX Mutual Fund Performance

ARTZX performance across multiple time periods: 1-month -2.67%, YTD 14.63%, 1-year 37.29%, 3-year 22.51%, 5-year 6.75%, 10-year 10.35%.

ARTZX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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