Nasdaq - Delayed Quote USD
ATAC Rotation Institutional (ATCIX)
36.52
+0.53
+(1.47%)
At close: 4:37:08 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 11.75% |
5y Average Return | -2.88% |
Number of Years Up | 4 |
Number of Years Down | 2 |
Best 1Y Total Return (Jun 6, 2025) | 72.90% |
Worst 1Y Total Return (Jun 6, 2025) | -- |
Best 3Y Total Return | 72.90% |
Worst 3Y Total Return | -11.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ATCIX
Category
- YTD
- 7.70%
- 9.69%
- 1-Month
- 6.60%
- 0.97%
- 3-Month
- 4.34%
- 5.21%
- 1-Year
- 16.04%
- 27.45%
- 3-Year
- 0.96%
- 8.85%
- 5-Year
- -1.34%
- 8.56%
- 10-Year
- 5.13%
- 5.61%
- Last Bull Market
- 17.91%
- 10.63%
- Last Bear Market
- -18.58%
- -12.05%
Annual Total Return (%) History
Year
ATCIX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 2.13% | -- | -- | -- |
2024 | 0.98% | 0.47% | 2.25% | 1.50% |
2023 | -8.32% | 4.89% | -10.31% | 18.70% |
2022 | -8.15% | -18.58% | -8.28% | 8.42% |
2021 | -1.73% | -4.17% | -6.20% | 1.55% |
2020 | 14.94% | 24.79% | 3.88% | 16.04% |
2019 | 1.73% | 9.95% | -3.26% | -0.19% |
2018 | 6.91% | -2.52% | -13.15% | -- |
Rank in Category (By Total Return)
YTD | 3 |
1-Month | 7 |
3-Month | 3 |
1-Year | 1 |
3-Year | 82 |
5-Year | 98 |
Load Adjusted Returns
1-Year | 16.04% |
3-Year | 0.96% |
5-Year | -1.34% |
10-Year | 5.13% |
Performance & Risk
YTD Return | 11.75% |
5y Average Return | -2.88% |
Rank in Category (ytd) | 3 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.40 |
Morningstar Risk Rating |
Fund Overview
Category | Tactical Allocation |
Fund Family | ATAC Fund |
Net Assets | 47.1M |
YTD Return | 7.70% |
Yield | 0.92% |
Morningstar Rating | |
Inception Date | Mar 26, 2018 |
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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