ARTOX Mutual Fund

ARTOX Mutual Fund

NAV$12.93
See how much of ARTOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
-1.22%
6 Months
+4.23%
YTD
+3.01%
1 Year
+4.80%
3 Years (annualized)
+8.98%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+7.09%
vs Peers
-4.08%

ARTOX Mutual Fund Performance

ARTOX performance across multiple time periods: 1-month -2.27%, YTD 3.01%, 1-year 4.80%, 3-year 8.98%, 5-year 3.74%, 10-year 5.70%.

ARTOX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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