TARKX vs. SWMCX
Compare and contrast key facts about Tarkio Fund (TARKX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
TARKX is managed by Clark Fork Trust. It was launched on Jun 28, 2011. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
TARKX vs. SWMCX - Performance Comparison
Loading graphics...
TARKX vs. SWMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | -2.08% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | -1.73% |
SWMCX Schwab U.S. Mid-Cap Index Fund | -1.32% | 10.54% | 15.28% | 17.20% | -17.31% | 22.55% | 17.03% | 30.46% | -9.16% | 0.40% |
Returns By Period
In the year-to-date period, TARKX achieves a -2.08% return, which is significantly lower than SWMCX's -1.32% return.
TARKX
- 1D
- -3.29%
- 1M
- -15.81%
- YTD
- -2.08%
- 6M
- 7.21%
- 1Y
- 42.13%
- 3Y*
- 19.68%
- 5Y*
- 7.00%
- 10Y*
- 12.83%
SWMCX
- 1D
- -0.70%
- 1M
- -7.73%
- YTD
- -1.32%
- 6M
- -1.19%
- 1Y
- 12.94%
- 3Y*
- 12.30%
- 5Y*
- 6.67%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TARKX vs. SWMCX - Expense Ratio Comparison
TARKX has a 1.00% expense ratio, which is higher than SWMCX's 0.04% expense ratio.
Return for Risk
TARKX vs. SWMCX — Risk / Return Rank
TARKX
SWMCX
TARKX vs. SWMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tarkio Fund (TARKX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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 | SWMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.72 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.12 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 0.86 | +1.29 |
Martin ratioReturn relative to average drawdown | 7.17 | 4.04 | +3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TARKX | SWMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.72 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.37 | -0.36 |
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 | 0.45 | -0.41 |
Correlation
The correlation between TARKX and SWMCX is 0.86, 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
TARKX vs. SWMCX - Dividend Comparison
TARKX's dividend yield for the trailing twelve months is around 5.62%, more than SWMCX's 2.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | 5.62% | 5.50% | 1.51% | 2.98% | 10.62% | 1.40% | 0.50% | 5.21% | 3.34% | 1.70% | 0.47% | 0.36% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 2.15% | 2.13% | 2.60% | 1.49% | 1.59% | 2.93% | 1.45% | 2.44% | 1.41% | 0.00% | 0.00% | 0.00% |
Drawdowns
TARKX vs. SWMCX - Drawdown Comparison
The maximum TARKX drawdown since its inception was -95.09%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for TARKX and SWMCX.
Loading graphics...
Drawdown Indicators
| TARKX | SWMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.09% | -40.34% | -54.75% |
Max Drawdown (1Y)Largest decline over 1 year | -17.33% | -13.43% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -95.09% | -26.09% | -69.00% |
Max Drawdown (10Y)Largest decline over 10 years | -95.09% | — | — |
Current DrawdownCurrent decline from peak | -91.77% | -8.15% | -83.62% |
Average DrawdownAverage peak-to-trough decline | -17.00% | -6.75% | -10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 2.87% | +2.32% |
Volatility
TARKX vs. SWMCX - Volatility Comparison
Tarkio Fund (TARKX) has a higher volatility of 10.30% compared to Schwab U.S. Mid-Cap Index Fund (SWMCX) at 4.80%. This indicates that TARKX's price experiences larger fluctuations and is considered to be riskier than SWMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TARKX | SWMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.30% | 4.80% | +5.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.30% | 10.19% | +11.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.90% | 18.96% | +12.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 600.49% | 18.23% | +582.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 424.89% | 20.76% | +404.13% |