TARZX Mutual Fund

TARZX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
+0.68%
3 Months
+1.33%
6 Months
-4.91%
YTD
-3.95%
1 Year
+1.38%
3 Years (annualized)
+10.26%
5 Years (annualized)
+3.73%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TARZX 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)
-3.95%
Peer Avg (YTD)
+12.53%
vs Peers
-16.48%

TARZX Mutual Fund Performance

TARZX performance across multiple time periods: 1-month 0.68%, YTD -3.95%, 1-year 1.38%, 3-year 10.26%, 5-year 3.73%, 10-year 4.60%.

TARZX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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