ARTRX Mutual Fund

ARTRX Mutual Fund

NAV$34.50
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Returns Overview

1 Month
-4.59%
3 Months
-4.35%
6 Months
+7.49%
YTD
+1.96%
1 Year
+0.53%
3 Years (annualized)
+13.06%
5 Years (annualized)
+2.85%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTRX 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
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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)
+1.96%
Peer Avg (YTD)
+8.68%
vs Peers
-6.72%

ARTRX Mutual Fund Performance

ARTRX performance across multiple time periods: 1-month -4.59%, YTD 1.96%, 1-year 0.53%, 3-year 13.06%, 5-year 2.85%, 10-year 11.06%.

ARTRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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