TARKX Mutual Fund

TARKX Mutual Fund

NAV$40.39
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Returns Overview

1 Month
-1.68%
3 Months
-4.69%
6 Months
+0.37%
YTD
+14.68%
1 Year
+16.73%
3 Years (annualized)
+30.95%
5 Years (annualized)
+10.53%
10 Years (annualized)
+14.06%

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)
+14.68%
Peer Avg (YTD)
+8.01%
vs Peers
+6.67%

TARKX Mutual Fund Performance

TARKX performance across multiple time periods: 1-month -1.68%, YTD 14.68%, 1-year 16.73%, 3-year 30.95%, 5-year 10.53%, 10-year 14.06%.

TARKX returns outperform the peer average of 8.01% 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.