TAREX Mutual Fund

TAREX Mutual Fund

NAV$23.65
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Returns Overview

1 Month
+0.68%
3 Months
+1.33%
6 Months
-4.98%
YTD
-4.01%
1 Year
+1.28%
3 Years (annualized)
+10.16%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAREX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-4.01%
Peer Avg (YTD)
+12.53%
vs Peers
-16.54%

TAREX Mutual Fund Performance

TAREX performance across multiple time periods: 1-month 0.68%, YTD -4.01%, 1-year 1.28%, 3-year 10.16%, 5-year 2.79%, 10-year 4.11%.

TAREX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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