TARKX Mutual Fund

TARKX Mutual Fund

NAV$43.77
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Returns Overview

1 Month
-3.76%
3 Months
+5.31%
6 Months
+14.53%
YTD
+22.55%
1 Year
+41.41%
3 Years (annualized)
+24.95%
5 Years (annualized)
+10.93%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TARKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.55%
Peer Avg (YTD)
+9.54%
vs Peers
+13.01%

TARKX Mutual Fund Performance

TARKX performance across multiple time periods: 1-month -3.76%, YTD 22.55%, 1-year 41.41%, 3-year 24.95%, 5-year 10.93%, 10-year 14.44%.

TARKX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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