Nasdaq - Delayed Quote USD

Tarkio (TARKX)

29.69 +0.35 (+1.19%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 22.81%
5y Average Return 12.02%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Sep 13, 2024) 38.50%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 38.50%
Worst 3Y Total Return 3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TARKX
Category
YTD
22.39%
17.04%
1-Month
3.17%
-0.01%
3-Month
13.03%
5.47%
1-Year
27.27%
50.44%
3-Year
1.98%
13.15%
5-Year
14.28%
13.75%
10-Year
10.64%
11.35%
Last Bull Market
32.20%
25.95%
Last Bear Market
-24.39%
-22.55%

Annual Total Return (%) History

Year
TARKX
Category
2024
--
--
2023
26.34%
--
2022
-30.31%
--
2021
24.41%
--
2020
27.00%
12.39%
2019
29.57%
26.21%
2018
-23.27%
-11.15%
2017
29.04%
15.93%

2016
28.50%
14.14%
2015
-8.05%
-4.75%
2014
8.85%
7.80%
2013
38.50%
34.10%
2012
21.17%
16.15%
2011
--
-3.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.08% -3.83% -- --
2023 14.35% 6.98% -6.27% 10.19%
2022 -4.40% -24.39% -12.67% 10.41%
2021 21.03% 3.24% -6.66% 6.67%
2020 -27.29% 20.15% 7.92% 34.70%
2019 26.45% 0.49% -7.44% 10.17%
2018 -6.75% 2.92% 10.50% -27.65%
2017 5.51% 9.01% 6.37% 5.47%
2016 6.08% 0.21% 9.88% 10.01%
2015 5.91% -5.00% -13.05% 5.10%

2014 1.98% 0.00% -4.16% 11.38%
2013 5.95% 2.19% 13.98% 12.23%
2012 23.45% -10.33% 3.29% 5.97%
2011 -24.55% 8.43% -- --

Rank in Category (By Total Return)

YTD 3
1-Month 6
3-Month 2
1-Year 5
3-Year 82
5-Year 9

Load Adjusted Returns

1-Year 27.27%
3-Year 1.98%
5-Year 14.28%
10-Year 10.64%

Performance & Risk

YTD Return 22.81%
5y Average Return 12.02%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Clark Fork Trust
Net Assets 171.65M
YTD Return 22.39%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2011

Fund Summary

The fund, under normal market conditions, invests primarily in common stock from small, medium, and large capitalization U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that are considered speculative and are commonly referred to as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.

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