TARBX Mutual Fund

TARBX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-2.51%
3 Months
-1.72%
6 Months
+0.18%
YTD
-0.04%
1 Year
+0.61%
3 Years (annualized)
+7.71%
5 Years (annualized)
+4.95%
10 Years (annualized)
+5.54%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+2.36%
vs Peers
-2.40%

TARBX Mutual Fund Performance

TARBX performance across multiple time periods: 1-month -2.51%, YTD -0.04%, 1-year 0.61%, 3-year 7.71%, 5-year 4.95%, 10-year 5.54%.

TARBX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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