IPMIX vs. TARKX
Compare and contrast key facts about Voya Index Plus MidCap Portfolio (IPMIX) and Tarkio Fund (TARKX).
IPMIX is managed by Voya. It was launched on Dec 16, 1997. TARKX is managed by Clark Fork Trust. It was launched on Jun 28, 2011.
Performance
IPMIX vs. TARKX - Performance Comparison
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IPMIX vs. TARKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPMIX Voya Index Plus MidCap Portfolio | 2.50% | 8.27% | 15.17% | 17.49% | -14.10% | 27.70% | 8.18% | 26.62% | -14.34% | 13.66% |
TARKX Tarkio Fund | 3.13% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | 29.04% |
Returns By Period
In the year-to-date period, IPMIX achieves a 2.50% return, which is significantly lower than TARKX's 3.13% return. Over the past 10 years, IPMIX has underperformed TARKX with an annualized return of 9.68%, while TARKX has yielded a comparatively higher 13.42% annualized return.
IPMIX
- 1D
- 2.89%
- 1M
- -5.07%
- YTD
- 2.50%
- 6M
- 4.37%
- 1Y
- 17.85%
- 3Y*
- 13.14%
- 5Y*
- 7.42%
- 10Y*
- 9.68%
TARKX
- 1D
- 5.32%
- 1M
- -11.53%
- YTD
- 3.13%
- 6M
- 11.85%
- 1Y
- 48.87%
- 3Y*
- 21.76%
- 5Y*
- 7.94%
- 10Y*
- 13.42%
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IPMIX vs. TARKX - Expense Ratio Comparison
IPMIX has a 0.60% expense ratio, which is lower than TARKX's 1.00% expense ratio.
Return for Risk
IPMIX vs. TARKX — Risk / Return Rank
IPMIX
TARKX
IPMIX vs. TARKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Plus MidCap Portfolio (IPMIX) and Tarkio Fund (TARKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IPMIX | TARKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.55 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.13 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.82 | -2.49 |
Martin ratioReturn relative to average drawdown | 1.20 | 9.30 | -8.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IPMIX | TARKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.55 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.01 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.03 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.04 | +0.35 |
Correlation
The correlation between IPMIX and TARKX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IPMIX vs. TARKX - Dividend Comparison
IPMIX's dividend yield for the trailing twelve months is around 7.40%, more than TARKX's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPMIX Voya Index Plus MidCap Portfolio | 7.40% | 7.59% | 4.15% | 4.66% | 29.03% | 1.13% | 1.20% | 10.96% | 16.62% | 7.62% | 10.43% | 17.41% |
TARKX Tarkio Fund | 5.34% | 5.50% | 1.51% | 2.98% | 10.62% | 1.40% | 0.50% | 5.21% | 3.34% | 1.70% | 0.47% | 0.36% |
Drawdowns
IPMIX vs. TARKX - Drawdown Comparison
The maximum IPMIX drawdown since its inception was -54.71%, smaller than the maximum TARKX drawdown of -95.09%. Use the drawdown chart below to compare losses from any high point for IPMIX and TARKX.
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Drawdown Indicators
| IPMIX | TARKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.71% | -95.09% | +40.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -17.33% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.28% | -95.09% | +70.81% |
Max Drawdown (10Y)Largest decline over 10 years | -43.76% | -95.09% | +51.33% |
Current DrawdownCurrent decline from peak | -5.32% | -91.33% | +86.01% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -17.02% | +6.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 5.25% | +0.48% |
Volatility
IPMIX vs. TARKX - Volatility Comparison
The current volatility for Voya Index Plus MidCap Portfolio (IPMIX) is 6.37%, while Tarkio Fund (TARKX) has a volatility of 11.90%. This indicates that IPMIX experiences smaller price fluctuations and is considered to be less risky than TARKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPMIX | TARKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 11.90% | -5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 21.91% | -10.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.40% | 32.25% | -8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 600.49% | -580.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 424.90% | -403.25% |