ARTRX Mutual Fund

NAV$35.58

Returns Overview

1 Month
+1.64%
3 Months
+12.37%
6 Months
+7.49%
YTD
+6.60%
1 Year
+10.02%
3 Years (annualized)
+13.66%
5 Years (annualized)
+6.62%
10 Years (annualized)
+15.87%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+8.97%
vs Peers
-2.38%

ARTRX Mutual Fund Performance

ARTRX performance across multiple time periods: 1-month 1.64%, YTD 6.60%, 1-year 10.02%, 3-year 13.66%, 5-year 6.62%, 10-year 15.87%.

ARTRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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