RCMFX vs. TARKX

Last updated Apr 2, 2026

Compare and contrast key facts about Schwartz Value Focused Fund (RCMFX) and Tarkio Fund (TARKX).

RCMFX is managed by Schwartz. It was launched on Dec 30, 1983. TARKX is managed by Clark Fork Trust. It was launched on Jun 28, 2011.

Performance

RCMFX vs. TARKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwartz Value Focused Fund (RCMFX) and Tarkio Fund (TARKX). The values are adjusted to include any dividend payments, if applicable.

RCMFX vs. TARKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RCMFX Schwartz Value Focused Fund	0.00%	7.68%	62.73%	1.14%	21.16%	31.12%	11.68%	18.67%	-8.13%	13.71%
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

RCMFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RCMFX vs. TARKX - Expense Ratio Comparison

RCMFX has a 1.26% expense ratio, which is higher than TARKX's 1.00% expense ratio.

RCMFX

Schwartz Value Focused Fund

TARKX

Tarkio Fund

Return for Risk

RCMFX vs. TARKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TARKX

TARKX Risk / Return Rank: 82
TARKX Sharpe Ratio Rank: 80
TARKX Sortino Ratio Rank: 80
TARKX Omega Ratio Rank: 73
TARKX Calmar Ratio Rank: 91
TARKX Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RCMFX vs. TARKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RCMFX	TARKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.55	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.01	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.03	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.04	—

Correlation

The correlation between RCMFX and TARKX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

RCMFX vs. TARKX - Dividend Comparison

RCMFX has not paid dividends to shareholders, while TARKX's dividend yield for the trailing twelve months is around 5.34%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RCMFX Schwartz Value Focused Fund	0.00%	0.00%	30.02%	4.29%	0.87%	6.72%	2.45%	0.00%	2.81%	7.64%	0.00%	0.00%
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

Drawdown Indicators

	RCMFX	TARKX	Difference
Max Drawdown Largest peak-to-trough decline	—	-95.09%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-17.33%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-95.09%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-95.09%	—
Current Drawdown Current decline from peak	—	-91.33%	—
Average Drawdown Average peak-to-trough decline	—	-17.02%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.25%	—

Volatility

Volatility by Period

	RCMFX	TARKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.90%	—
Volatility (6M) Calculated over the trailing 6-month period	—	21.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	32.25%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	600.49%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	424.90%	—