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
2025
--
--
2024
5.31%
--
2023
2.37%
--
2022
-25.63%
--
2021
-10.30%
--
2020
72.90%
9.83%
2019
8.00%
14.61%
2018
--
-7.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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