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ATAC Rotation Institutional (ATCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.68+0.11 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.78%
5-Year Average Return3.53%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)72.90%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return72.90%
Worst 3-Yr Total Return-11.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATCIXCategory
YTD-4.80%9.69%
1-Month-5.72%0.97%
3-Month-0.73%5.21%
1-Year4.53%27.45%
3-Year-13.40%8.85%
5-Year3.06%8.56%
10-Year3.25%5.61%
Last Bull Market26.14%10.63%
Last Bear Market-18.58%-12.05%

Annual Total Return (%) History

Year
ATCIXCategory
2024
N/AN/A
2023
2.37%N/A
2022
-25.63%N/A
2021
-10.30%N/A
2020
72.90%9.83%
2019
8.00%14.61%
2018
N/A-7.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.98%N/AN/AN/A
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%
202014.94%24.79%3.88%16.04%
20191.73%9.95%-3.26%-0.19%
20186.91%-2.52%-13.15%N/A

Rank In Category (By Total Return)

YTD100
1-Month90
3-Month92
1-Year72
3-Year100
5-Year76

Load Adjusted Returns

1-Year4.53%
3-Year-13.40%
5-Year3.06%
10-Year3.25%