VSEQX vs. TARKX
VSEQX (Vanguard Strategic Equity Fund) and TARKX (Tarkio Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, VSEQX returned 13.10%/yr vs 14.90%/yr for TARKX. Their correlation of 0.88 means they have usually moved in the same direction. VSEQX charges 0.17%/yr vs 1.00%/yr for TARKX.
Performance
VSEQX vs. TARKX - Performance Comparison
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Returns By Period
In the year-to-date period, VSEQX achieves a 19.11% return, which is significantly lower than TARKX's 22.55% return. Over the past 10 years, VSEQX has underperformed TARKX with an annualized return of 13.10%, while TARKX has yielded a comparatively higher 14.90% annualized return.
VSEQX
- 1D
- -0.22%
- 1M
- -0.42%
- 6M
- 14.18%
- YTD
- 19.11%
- 1Y
- 33.67%
- 3Y*
- 18.85%
- 5Y*
- 12.44%
- 10Y*
- 13.10%
- ALL TIME*
- 10.59%
TARKX
- 1D
- 0.14%
- 1M
- 1.01%
- 6M
- 12.46%
- YTD
- 22.55%
- 1Y
- 45.92%
- 3Y*
- 24.58%
- 5Y*
- 11.55%
- 10Y*
- 14.90%
- ALL TIME*
- 13.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
TARKX Tarkio Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
VSEQX vs. TARKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 19.11% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
TARKX Tarkio Fund | 22.55% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | 29.04% |
Correlation
The correlation between VSEQX and TARKX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2011 | 0.88 |
The correlation between VSEQX and TARKX shifts across timeframes, from 0.77 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VSEQX vs. TARKX — Risk / Return Rank
VSEQX
TARKX
VSEQX vs. TARKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) 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.
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.
| VSEQX | TARKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.25 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 4.16 | 2.44 | +1.72 |
| Martin ratioReturn relative to average drawdown | 15.92 | 8.40 | +7.53 |
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Drawdowns
VSEQX vs. TARKX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than TARKX's maximum drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for VSEQX and TARKX.
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Drawdown Indicators
| VSEQX | TARKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -40.55% | -23.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -16.99% | +9.39% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -36.99% | +12.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -40.38% | +15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -40.55% | -3.53% |
Current DrawdownCurrent decline from peak | -1.26% | -3.86% | +2.60% |
Average DrawdownAverage peak-to-trough decline | -9.02% | -10.30% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 4.95% | -2.97% |
Volatility
VSEQX vs. TARKX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 3.00%, while Tarkio Fund (TARKX) has a volatility of 7.82%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than TARKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSEQX | TARKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 7.82% | -4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 22.53% | -11.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 29.25% | -14.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 27.82% | -7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.35% | 26.80% | -5.45% |
VSEQX vs. TARKX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than TARKX's 1.00% expense ratio.
Dividends
VSEQX vs. TARKX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 9.37%, more than TARKX's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VSEQX Vanguard Strategic Equity Fund | 9.37% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Frequently Asked Questions
VSEQX and TARKX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TARKX has higher volatility (7.82%) compared to VSEQX (3.00%). In terms of maximum drawdown, VSEQX dropped -63.55% vs TARKX's -40.55%.
VSEQX currently has the higher Sharpe Ratio (2.09 vs 1.42), 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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