ARTQX Mutual Fund

NAV$15.80

Returns Overview

1 Month
+3.76%
3 Months
+9.81%
6 Months
+4.39%
YTD
+3.62%
1 Year
+1.30%
3 Years (annualized)
+4.27%
5 Years (annualized)
+2.68%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARTQX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+10.82%
vs Peers
-7.19%

ARTQX Mutual Fund Performance

ARTQX performance across multiple time periods: 1-month 3.76%, YTD 3.62%, 1-year 1.30%, 3-year 4.27%, 5-year 2.68%, 10-year 6.75%.

ARTQX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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