TARZX Mutual Fund

NAV$24.21

Returns Overview

1 Month
+1.60%
3 Months
+6.06%
6 Months
-4.56%
YTD
-4.60%
1 Year
+0.20%
3 Years (annualized)
+10.15%
5 Years (annualized)
+3.37%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
+11.24%
vs Peers
-15.84%

TARZX Mutual Fund Performance

TARZX performance across multiple time periods: 1-month 1.60%, YTD -4.60%, 1-year 0.20%, 3-year 10.15%, 5-year 3.37%.

TARZX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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