TARKX vs. BRMKX
TARKX (Tarkio Fund) and BRMKX (iShares Russell Mid-Cap Index Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, TARKX returned 15.09%/yr vs 11.64%/yr for BRMKX. Their correlation of 0.85 suggests significant overlap in exposure. TARKX charges 1.00%/yr vs 0.06%/yr for BRMKX.
Performance
TARKX vs. BRMKX - Performance Comparison
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Returns By Period
In the year-to-date period, TARKX achieves a 22.67% return, which is significantly higher than BRMKX's 12.49% return. Over the past 10 years, TARKX has outperformed BRMKX with an annualized return of 15.09%, while BRMKX has yielded a comparatively lower 11.64% annualized return.
TARKX
- 1D
- -1.67%
- 1M
- 3.38%
- YTD
- 22.67%
- 6M
- 21.49%
- 1Y
- 61.16%
- 3Y*
- 28.95%
- 5Y*
- 10.62%
- 10Y*
- 15.09%
BRMKX
- 1D
- -0.29%
- 1M
- 2.72%
- YTD
- 12.49%
- 6M
- 11.88%
- 1Y
- 21.98%
- 3Y*
- 17.39%
- 5Y*
- 8.16%
- 10Y*
- 11.64%
TARKX vs. BRMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | 22.67% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | 29.04% |
BRMKX iShares Russell Mid-Cap Index Fund | 12.49% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
Correlation
The correlation between TARKX and BRMKX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.85 |
The correlation between TARKX and BRMKX shifts across timeframes, from 0.73 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
TARKX vs. BRMKX — Risk / Return Rank
TARKX
BRMKX
TARKX vs. BRMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tarkio Fund (TARKX) and iShares Russell Mid-Cap Index Fund (BRMKX). 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.
| TARKX | BRMKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.29 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.67 | +0.89 |
| Martin ratioReturn relative to average drawdown | 13.27 | 10.33 | +2.94 |
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
| TARKX | BRMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.63 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.45 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.60 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.07 |
Drawdowns
TARKX vs. BRMKX - Drawdown Comparison
The maximum TARKX drawdown since its inception was -40.55%, roughly equal to the maximum BRMKX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for TARKX and BRMKX.
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Drawdown Indicators
| TARKX | BRMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -40.20% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.99% | -8.17% | -8.82% |
Max Drawdown (3Y)Largest decline over 3 years | -36.99% | -21.07% | -15.92% |
Max Drawdown (5Y)Largest decline over 5 years | -40.38% | -26.04% | -14.34% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -40.20% | -0.35% |
Current DrawdownCurrent decline from peak | -1.67% | -0.29% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -10.36% | -5.65% | -4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 2.11% | +2.44% |
Volatility
TARKX vs. BRMKX - Volatility Comparison
Tarkio Fund (TARKX) has a higher volatility of 8.73% compared to iShares Russell Mid-Cap Index Fund (BRMKX) at 3.32%. This indicates that TARKX's price experiences larger fluctuations and is considered to be riskier than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TARKX | BRMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.73% | 3.32% | +5.41% |
Volatility (6M)Calculated over the trailing 6-month period | 21.09% | 9.90% | +11.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.56% | 13.42% | +14.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.55% | 18.24% | +9.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.68% | 19.31% | +7.37% |
TARKX vs. BRMKX - Expense Ratio Comparison
TARKX has a 1.00% expense ratio, which is higher than BRMKX's 0.06% expense ratio.
Dividends
TARKX vs. BRMKX - Dividend Comparison
TARKX's dividend yield for the trailing twelve months is around 4.49%, less than BRMKX's 5.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.29% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% | 0.00% |
TARKX Tarkio Fund | 4.49% | 5.50% | 1.51% | 2.98% | 10.62% | 1.40% | 0.50% | 5.21% | 3.34% | 1.70% | 0.47% | 0.36% |
Frequently Asked Questions
TARKX and BRMKX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TARKX has higher volatility (8.73%) compared to BRMKX (3.32%). In terms of maximum drawdown, TARKX dropped -40.55% vs BRMKX's -40.20%.
TARKX currently has the higher Sharpe Ratio (2.21 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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