TARBX Mutual Fund

NAV$9.00

Returns Overview

1 Month
-0.99%
3 Months
-1.85%
6 Months
-3.43%
YTD
-2.28%
1 Year
+4.46%
3 Years (annualized)
+8.35%
5 Years (annualized)
+4.81%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TARBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.28%
Peer Avg (YTD)
+1.29%
vs Peers
-3.57%

TARBX Mutual Fund Performance

TARBX performance across multiple time periods: 1-month -0.99%, YTD -2.28%, 1-year 4.46%, 3-year 8.35%, 5-year 4.81%, 10-year 5.44%.

TARBX returns trail the peer average of 1.29% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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