Nasdaq - Delayed Quote USD

ATAC Rotation Investor (ATACX)

35.47
-0.14
(-0.39%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.98%
5y Average Return -2.34%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Jun 3, 2025) 72.51%
Worst 1Y Total Return (Jun 3, 2025) --
Best 3Y Total Return 72.51%
Worst 3Y Total Return -12.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATACX
Category
YTD
0.96%
9.69%
1-Month
-1.09%
0.97%
3-Month
-0.09%
5.21%
1-Year
11.47%
27.45%
3-Year
-1.81%
8.85%
5-Year
-1.74%
8.56%
10-Year
4.27%
5.61%
Last Bull Market
17.71%
10.63%
Last Bear Market
-18.65%
-12.05%

Annual Total Return (%) History

Year
ATACX
Category
2025
--
--
2024
5.06%
--
2023
2.10%
--
2022
-25.80%
--
2021
-10.55%
--
2020
72.51%
9.83%
2019
7.73%
14.61%
2018
-11.45%
-7.70%

2017
26.94%
12.63%
2016
8.57%
5.99%
2015
1.73%
-5.93%
2014
-6.54%
2.41%
2013
9.50%
8.62%
2012
--
9.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.07% -- -- --
2024 0.93% 0.41% 2.16% 1.47%
2023 -8.37% 4.84% -10.39% 18.61%
2022 -8.19% -18.65% -8.32% 8.36%
2021 -1.79% -4.24% -6.26% 1.46%
2020 14.89% 24.70% 3.83% 15.97%
2019 1.70% 9.87% -3.33% -0.27%
2018 -1.96% 6.82% -2.55% -13.23%
2017 7.64% 1.76% 10.66% 4.72%
2016 2.92% 1.38% 1.29% 2.73%

2015 9.16% -4.68% 7.34% -8.92%
2014 0.67% 5.65% -10.49% -1.83%
2013 8.47% 2.45% -5.16% 3.90%
2012 5.86% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 60
3-Month 18
1-Year 8
3-Year 94
5-Year 99

Load Adjusted Returns

1-Year 11.47%
3-Year -1.81%
5-Year -1.74%
10-Year 4.27%

Performance & Risk

YTD Return 9.98%
5y Average Return -2.34%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family ATAC Fund
Net Assets 46.52M
YTD Return 0.96%
Yield 0.91%
Morningstar Rating
Inception Date Sep 10, 2012

Fund Summary

The adviser invests the fund's assets primarily in shares of a diversified portfolio of exchange-traded funds ("ETFs") that track various indices or multiples thereof, sometimes referred to "underlying ETFs." These indices may track the performance of the equity and/or fixed income markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies).

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