TARKX vs. COST
Compare and contrast key facts about Tarkio Fund (TARKX) and Costco Wholesale Corporation (COST).
TARKX is managed by Clark Fork Trust. It was launched on Jun 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TARKX or COST.
Performance
TARKX vs. COST - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with TARKX having a 36.46% return and COST slightly higher at 38.22%. Over the past 10 years, TARKX has underperformed COST with an annualized return of 8.66%, while COST has yielded a comparatively higher 23.25% annualized return.
TARKX
36.46%
4.94%
24.09%
48.03%
9.75%
8.66%
COST
38.22%
2.10%
14.29%
61.68%
26.80%
23.25%
Key characteristics
| TARKX | COST | |
|---|---|---|
| Sharpe Ratio | 1.88 | 2.87 |
| Sortino Ratio | 2.65 | 3.49 |
| Omega Ratio | 1.34 | 1.51 |
| Calmar Ratio | 1.39 | 5.49 |
| Martin Ratio | 14.08 | 14.21 |
| Ulcer Index | 3.32% | 3.97% |
| Daily Std Dev | 24.89% | 19.64% |
| Max Drawdown | -44.83% | -53.39% |
| Current Drawdown | -7.13% | -3.89% |
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Correlation
The correlation between TARKX and COST is 0.41, 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.
Risk-Adjusted Performance
TARKX vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tarkio Fund (TARKX) and Costco Wholesale Corporation (COST). 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.
Dividends
TARKX vs. COST - Dividend Comparison
TARKX has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | 0.00% | 0.00% | 0.25% | 0.14% | 0.50% | 0.18% | 0.68% | 0.16% | 0.04% | 0.00% | 0.00% | 0.00% |
COST Costco Wholesale Corporation | 2.15% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% | 1.01% |
Drawdowns
TARKX vs. COST - Drawdown Comparison
The maximum TARKX drawdown since its inception was -44.83%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for TARKX and COST. For additional features, visit the drawdowns tool.
Volatility
TARKX vs. COST - Volatility Comparison
Tarkio Fund (TARKX) has a higher volatility of 10.50% compared to Costco Wholesale Corporation (COST) at 5.03%. This indicates that TARKX's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.