TAREX Mutual Fund

TAREX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
-1.35%
3 Months
+0.91%
6 Months
-7.15%
YTD
-5.31%
1 Year
-6.56%
3 Years (annualized)
+9.61%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAREX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-5.31%
Peer Avg (YTD)
+9.10%
vs Peers
-14.41%

TAREX Mutual Fund Performance

TAREX performance across multiple time periods: 1-month -1.35%, YTD -5.31%, 1-year -6.56%, 3-year 9.61%, 5-year 2.30%, 10-year 3.99%.

TAREX returns trail the peer average of 9.10% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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