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JOJOATAC Credit Rotation ETF

Get income#1490 of 1640 for Get income

Seeks current income and long-term capital appreciation.

ATAC Fund · Since 2021 (4 years)

Annual Cost

1.24%

#5027 out of 5,332 ETFs

Fund Size

$6M

#4770 out of 5,332 ETFs

Dividend Yield

4.99%

Track Record

4 years

#2493 out of 5,332 ETFs

Performance

1 Year

+11.7%

3 Years

+6.7%

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
99.6%
Cash
0.5%

Top holdings

iShares 20+ Year Treasury Bond ETFTLT79.8%
iShares 7-10 Year Treasury Bond ETFIEF19.9%
First American Government Obligs XFGXXX0.4%

Risk profile

Volatility (1Y)

6.7%

Moderate

Max drawdown

-28.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.37

Below average

Sortino (3Y)

0.51

Moderate downside risk

Bond profile

Duration

3.5 years

Avg maturity

8.2 years

Credit ratings

US Government
99.6%
AA
100.0%

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Data updated on 2026-05-05