TARKX Mutual Fund

NAV$44.28

Returns Overview

1 Month
+3.04%
3 Months
+23.47%
6 Months
+27.33%
YTD
+25.02%
1 Year
+58.59%
3 Years (annualized)
+26.49%
5 Years (annualized)
+11.44%
10 Years (annualized)
+15.51%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+25.02%
Peer Avg (YTD)
+10.82%
vs Peers
+14.21%

TARKX Mutual Fund Performance

TARKX performance across multiple time periods: 1-month 3.04%, YTD 25.02%, 1-year 58.59%, 3-year 26.49%, 5-year 11.44%, 10-year 15.51%.

TARKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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