Canada markets closed

ATAC Rotation Investor (ATACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
30.29-0.16 (-0.53%)
At close: 04:52PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.09%
5-Year Average Return3.89%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 6, 2024)72.51%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return72.51%
Worst 3-Yr Total Return-12.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%