TARBX Mutual Fund

TARBX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-1.14%
3 Months
-2.44%
6 Months
-2.24%
YTD
-1.18%
1 Year
-0.76%
3 Years (annualized)
+7.45%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TARBX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+2.25%
vs Peers
-3.44%

TARBX Mutual Fund Performance

TARBX performance across multiple time periods: 1-month -1.14%, YTD -1.18%, 1-year -0.76%, 3-year 7.45%, 5-year 3.71%, 10-year 5.11%.

TARBX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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