ARTHX Mutual Fund

ARTHX Mutual Fund

NAV$23.40
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Returns Overview

1 Month
-3.81%
3 Months
-2.66%
6 Months
+4.58%
YTD
+4.63%
1 Year
+6.90%
3 Years (annualized)
+25.19%
5 Years (annualized)
+9.33%
10 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTHX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+8.68%
vs Peers
-4.05%

ARTHX Mutual Fund Performance

ARTHX performance across multiple time periods: 1-month -3.81%, YTD 4.63%, 1-year 6.90%, 3-year 25.19%, 5-year 9.33%, 10-year 13.76%.

ARTHX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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