TARKX vs. BTMFX
TARKX (Tarkio Fund) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, TARKX returned 14.83%/yr vs 10.49%/yr for BTMFX. Their correlation of 0.83 means they have usually moved in the same direction. Both charge a 1.00% expense ratio.
Performance
TARKX vs. BTMFX - Performance Comparison
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Returns By Period
In the year-to-date period, TARKX achieves a 22.38% return, which is significantly higher than BTMFX's 7.85% return. Over the past 10 years, TARKX has outperformed BTMFX with an annualized return of 14.83%, while BTMFX has yielded a comparatively lower 10.49% annualized return.
TARKX
- 1D
- 3.94%
- 1M
- 0.87%
- 6M
- 14.37%
- YTD
- 22.38%
- 1Y
- 45.72%
- 3Y*
- 24.84%
- 5Y*
- 11.52%
- 10Y*
- 14.83%
- ALL TIME*
- 13.75%
BTMFX
- 1D
- -0.56%
- 1M
- 2.06%
- 6M
- 5.10%
- YTD
- 7.85%
- 1Y
- 10.52%
- 3Y*
- 8.52%
- 5Y*
- 6.33%
- 10Y*
- 10.49%
- ALL TIME*
- 9.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TARKX Tarkio Fund | $0.00 | $0.00 | $0.00 |
TARKX vs. BTMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | 22.38% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | 29.04% |
BTMFX Boston Trust Midcap Fund | 7.85% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
Correlation
The correlation between TARKX and BTMFX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2011 | 0.83 |
Over the past year, the correlation between TARKX and BTMFX has dropped to 0.49 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
TARKX vs. BTMFX — Risk / Return Rank
TARKX
BTMFX
TARKX vs. BTMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tarkio Fund (TARKX) and Boston Trust Midcap Fund (BTMFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TARKX | BTMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 1.11 | +1.47 |
| Martin ratioReturn relative to average drawdown | 8.86 | 3.09 | +5.78 |
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Drawdowns
TARKX vs. BTMFX - Drawdown Comparison
The maximum TARKX drawdown since its inception was -40.55%, smaller than the maximum BTMFX drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for TARKX and BTMFX.
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Drawdown Indicators
| TARKX | BTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -49.26% | +8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.99% | -7.79% | -9.20% |
Max Drawdown (3Y)Largest decline over 3 years | -36.99% | -17.77% | -19.22% |
Max Drawdown (5Y)Largest decline over 5 years | -40.38% | -20.79% | -19.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -37.14% | -3.41% |
Current DrawdownCurrent decline from peak | -4.00% | -0.76% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -6.12% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 2.81% | +2.13% |
Volatility
TARKX vs. BTMFX - Volatility Comparison
Tarkio Fund (TARKX) has a higher volatility of 8.19% compared to Boston Trust Midcap Fund (BTMFX) at 3.47%. This indicates that TARKX's price experiences larger fluctuations and is considered to be riskier than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TARKX | BTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 3.47% | +4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 22.54% | 8.19% | +14.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.27% | 11.76% | +17.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 15.74% | +12.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.80% | 17.38% | +9.42% |
TARKX vs. BTMFX - Expense Ratio Comparison
Both TARKX and BTMFX have an expense ratio of 1.00%.
Dividends
TARKX vs. BTMFX - Dividend Comparison
TARKX's dividend yield for the trailing twelve months is around 4.50%, less than BTMFX's 10.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 10.07% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
TARKX Tarkio Fund | 4.50% | 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 BTMFX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TARKX has higher volatility (8.19%) compared to BTMFX (3.47%). In terms of maximum drawdown, TARKX dropped -40.55% vs BTMFX's -49.26%.
TARKX currently has the higher Sharpe Ratio (1.50 vs 0.74), 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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