ARTSX Mutual Fund

NAV$39.90

Returns Overview

1 Month
+8.85%
3 Months
+26.02%
6 Months
+22.59%
YTD
+20.98%
1 Year
+37.69%
3 Years (annualized)
+16.99%
5 Years (annualized)
+4.54%
10 Years (annualized)
+18.89%

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.98%
Peer Avg (YTD)
+18.52%
vs Peers
+2.46%

ARTSX Mutual Fund Performance

ARTSX performance across multiple time periods: 1-month 8.85%, YTD 20.98%, 1-year 37.69%, 3-year 16.99%, 5-year 4.54%, 10-year 18.89%.

ARTSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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