ARTSX Mutual Fund

ARTSX Mutual Fund

NAV$38.17
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Returns Overview

1 Month
-4.26%
3 Months
-9.75%
6 Months
+13.74%
YTD
+9.19%
1 Year
+14.34%
3 Years (annualized)
+13.24%
5 Years (annualized)
-0.21%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+10.34%
vs Peers
-1.15%

ARTSX Mutual Fund Performance

ARTSX performance across multiple time periods: 1-month -4.26%, YTD 9.19%, 1-year 14.34%, 3-year 13.24%, 5-year -0.21%, 10-year 11.10%.

ARTSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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