TARZX Mutual Fund

TARZX Mutual Fund

NAV$20.99
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Returns Overview

1 Month
-7.99%
3 Months
-8.61%
6 Months
-3.08%
YTD
-12.82%
1 Year
-14.25%
3 Years (annualized)
+11.20%
5 Years (annualized)
+3.23%
10 Years (annualized)
+4.60%

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
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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)
-12.82%
Peer Avg (YTD)
+4.73%
vs Peers
-17.55%

TARZX Mutual Fund Performance

TARZX performance across multiple time periods: 1-month -7.99%, YTD -12.82%, 1-year -14.25%, 3-year 11.20%, 5-year 3.23%, 10-year 4.60%.

TARZX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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