TARKX Mutual Fund

TARKX Mutual Fund

NAV$42.14
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Returns Overview

1 Month
-4.18%
3 Months
-6.71%
6 Months
+15.19%
YTD
+16.63%
1 Year
+30.21%
3 Years (annualized)
+26.93%
5 Years (annualized)
+11.25%
10 Years (annualized)
+14.68%

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)
+16.63%
Peer Avg (YTD)
+6.73%
vs Peers
+9.91%

TARKX Mutual Fund Performance

TARKX performance across multiple time periods: 1-month -4.18%, YTD 16.63%, 1-year 30.21%, 3-year 26.93%, 5-year 11.25%, 10-year 14.68%.

TARKX returns outperform the peer average of 6.73% 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.