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ATAC Rotation Investor (ATACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.17+0.27 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.86%
5-year average return3.26%
Number of years up7
Number of years down4
Best 1-yr total return (1 May 2024)72.51%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return72.51%
Worst 3-yr total return-12.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATACXCategory
YTD-4.86%9.69%
1-month-5.73%0.97%
3-month-0.77%5.21%
1-year4.30%27.45%
3-year-13.61%8.85%
5-year2.80%8.56%
10-year3.09%5.61%
Last bull market26.01%10.63%
Last bear market-18.65%-12.05%

Annual total return (%) history

Year
ATACXCategory
2024
N/AN/A
2023
2.10%N/A
2022
-25.80%N/A
2021
-10.55%N/A
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
N/A9.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.93%N/AN/AN/A
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%
202014.89%24.70%3.83%15.97%
20191.70%9.87%-3.33%-0.27%
2018-1.96%6.82%-2.55%-13.23%
20177.64%1.76%10.66%4.72%
20162.92%1.38%1.29%2.73%
20159.16%-4.68%7.34%-8.92%
20140.67%5.65%-10.49%-1.83%
20138.47%2.45%-5.16%3.90%
20125.86%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month90
3-month93
1-year76
3-year100
5-year79

Load adjusted returns

1-year4.30%
3-year-13.61%
5-year2.80%
10-year3.09%