ARTIX Mutual Fund

ARTIX Mutual Fund

NAV$31.85
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Returns Overview

1 Month
-4.25%
3 Months
-4.11%
6 Months
+4.34%
YTD
+7.57%
1 Year
+11.11%
3 Years (annualized)
+21.53%
5 Years (annualized)
+4.57%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTIX 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 ex USA Index
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+8.67%
vs Peers
-1.10%

ARTIX Mutual Fund Performance

ARTIX performance across multiple time periods: 1-month -4.25%, YTD 7.57%, 1-year 11.11%, 3-year 21.53%, 5-year 4.57%, 10-year 7.61%.

ARTIX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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