VYMSX vs. TARKX
VYMSX (Voya Mid Cap Research Enhanced Index Fund) and TARKX (Tarkio Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, VYMSX returned 10.35%/yr vs 14.96%/yr for TARKX. Their correlation of 0.86 means they have usually moved in the same direction. VYMSX charges 0.82%/yr vs 1.00%/yr for TARKX.
Performance
VYMSX vs. TARKX - Performance Comparison
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Returns By Period
In the year-to-date period, VYMSX achieves a 18.70% return, which is significantly lower than TARKX's 26.91% return. Over the past 10 years, VYMSX has underperformed TARKX with an annualized return of 10.35%, while TARKX has yielded a comparatively higher 14.96% annualized return.
VYMSX
- 1D
- 1.60%
- 1M
- 0.47%
- 6M
- 13.74%
- YTD
- 18.70%
- 1Y
- 26.04%
- 3Y*
- 15.26%
- 5Y*
- 9.15%
- 10Y*
- 10.35%
- ALL TIME*
- 8.95%
TARKX
- 1D
- 3.55%
- 1M
- 4.60%
- 6M
- 15.98%
- YTD
- 26.91%
- 1Y
- 48.39%
- 3Y*
- 27.47%
- 5Y*
- 12.61%
- 10Y*
- 14.96%
- ALL TIME*
- 14.01%
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 |
VYMSX vs. TARKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VYMSX Voya Mid Cap Research Enhanced Index Fund | 18.70% | 6.79% | 14.92% | 17.35% | -14.63% | 27.47% | 8.26% | 28.18% | -14.55% | 13.43% |
TARKX Tarkio Fund | 26.91% | 30.18% | 21.72% | 26.33% | -30.39% | 24.41% | 27.00% | 29.54% | -23.30% | 29.04% |
Correlation
The correlation between VYMSX and TARKX is 0.71, 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. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2011 | 0.86 |
The correlation between VYMSX and TARKX shifts across timeframes, from 0.71 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VYMSX vs. TARKX — Risk / Return Rank
VYMSX
TARKX
VYMSX vs. TARKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Mid Cap Research Enhanced Index Fund (VYMSX) 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.
| VYMSX | TARKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 3.02 | -0.42 |
| Martin ratioReturn relative to average drawdown | 9.78 | 10.41 | -0.63 |
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Drawdowns
VYMSX vs. TARKX - Drawdown Comparison
The maximum VYMSX drawdown since its inception was -57.85%, which is greater than TARKX's maximum drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for VYMSX and TARKX.
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Drawdown Indicators
| VYMSX | TARKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -40.55% | -17.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -16.99% | +6.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.02% | -36.99% | +12.97% |
Max Drawdown (5Y)Largest decline over 5 years | -31.71% | -40.38% | +8.67% |
Max Drawdown (10Y)Largest decline over 10 years | -43.69% | -40.55% | -3.14% |
Current DrawdownCurrent decline from peak | -1.81% | -0.45% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -9.12% | -10.30% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 4.92% | -2.22% |
Volatility
VYMSX vs. TARKX - Volatility Comparison
The current volatility for Voya Mid Cap Research Enhanced Index Fund (VYMSX) is 4.06%, while Tarkio Fund (TARKX) has a volatility of 8.21%. This indicates that VYMSX 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
| VYMSX | TARKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 8.21% | -4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.47% | 22.79% | -9.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.81% | 29.26% | -11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 27.87% | -4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 26.83% | -3.91% |
VYMSX vs. TARKX - Expense Ratio Comparison
VYMSX has a 0.82% expense ratio, which is lower than TARKX's 1.00% expense ratio.
Dividends
VYMSX vs. TARKX - Dividend Comparison
VYMSX's dividend yield for the trailing twelve months is around 25.08%, more than TARKX's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TARKX Tarkio Fund | 4.34% | 5.50% | 1.51% | 2.98% | 10.62% | 1.40% | 0.50% | 5.21% | 3.34% | 1.70% | 0.47% | 0.36% |
VYMSX Voya Mid Cap Research Enhanced Index Fund | 25.08% | 29.77% | 11.50% | 0.96% | 6.78% | 14.81% | 0.79% | 2.00% | 13.24% | 7.58% | 1.83% | 6.83% |
Frequently Asked Questions
VYMSX and TARKX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TARKX has higher volatility (8.21%) compared to VYMSX (4.06%). In terms of maximum drawdown, VYMSX dropped -57.85% vs TARKX's -40.55%.
TARKX currently has the higher Sharpe Ratio (1.76 vs 1.51), 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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