TAREX Mutual Fund

TAREX Mutual Fund

NAV$22.69
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Returns Overview

1 Month
+3.49%
3 Months
-6.04%
6 Months
-4.79%
YTD
-9.81%
1 Year
-10.11%
3 Years (annualized)
+13.78%
5 Years (annualized)
+1.73%
10 Years (annualized)
+4.24%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-9.81%
Peer Avg (YTD)
+7.23%
vs Peers
-17.04%

TAREX Mutual Fund Performance

TAREX performance across multiple time periods: 1-month 3.49%, YTD -9.81%, 1-year -10.11%, 3-year 13.78%, 5-year 1.73%, 10-year 4.24%.

TAREX returns trail the peer average of 7.23% 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.