TARKX Mutual Fund

NAV$36.79

Returns Overview

1 Month
+7.00%
3 Months
+6.94%
6 Months
+23.47%
YTD
+5.06%
1 Year
+33.41%
3 Years
+20.61%
5 Years
+11.30%
10 Years
+15.21%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+1.79%
vs Peers
+3.27%

TARKX Mutual Fund Performance

TARKX performance across multiple time periods: 1-month 7.00%, YTD 5.06%, 1-year 33.41%, 3-year 20.61%, 5-year 11.30%, 10-year 15.21%.

TARKX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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