ARTJX Mutual Fund

NAV$20.22

Returns Overview

1 Month
+3.01%
3 Months
+3.59%
6 Months
+2.59%
YTD
+5.42%
1 Year
+9.18%
3 Years (annualized)
+8.16%
5 Years (annualized)
+0.50%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTJX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Index
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+9.16%
vs Peers
-3.74%

ARTJX Mutual Fund Performance

ARTJX performance across multiple time periods: 1-month 3.01%, YTD 5.42%, 1-year 9.18%, 3-year 8.16%, 5-year 0.50%, 10-year 7.59%.

ARTJX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

ARTJX performance comparison shows side-by-side returns with another fund. ARTJX alternatives are available in the Mutual Fund Screener.