Nasdaq - Delayed Quote USD

ATAC Rotation Investor (ATACX)

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

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 72.51%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
ATACXCategory AverageATACXCategory AverageATACXCategory Average
Alpha -6.98 -0.02 -9.16 -0.01 -1.16 -0.02
BETA 1.38 0.01 1.32 0.01 1.19 0.01
Mean Annual Return 0.06 0.01 0.03 0.01 0.5 0
R-squared 51.8 0.76 50.66 0.73 37.53 0.73
Standard Deviation 22.88 0.13 20.84 0.11 19.47 0.09
Sharpe Ratio -0.17 0.01 -0.12 0.01 0.21 0.01
Treynor Ratio -4.74 0.08 -3.49 0.08 1.91 0.06

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