JOJOATAC Credit Rotation ETF

Get income4y track recordRanked #1,502 of 1,622 in this goal

Seeks current income and long-term capital appreciation.

By ATAC Fund · Launched 2021

Annual Cost

1.24%

#5,248 of 5,562 · expensive

Fund Size

$6M

#4,993 of 5,562 · small

Dividend YieldGoal

5.04%

Track Record

4 years

#2,433 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,982+9.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 3 holdings = 100.1% of fund✓ diversified through underlying funds

iShares iBoxx $ High Yield Corp Bd ETFHYG

70.0%

Xtrackers USD High Yield Corp Bd ETFHYLB

30.0%

First American Government Obligs XFGXXX

0.2%

Asset allocation

Bonds

99.3%

Cash

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

6.8%Low

Year-on-year price swings

Max drawdown

-28.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.35Below average

Sortino (3Y)

0.49Moderate downside risk

Bond profile

Duration

6.6 years

Avg maturity

9.9 years

Credit ratings

BBB

2.4%

59.1%

29.0%

Below B

9.2%

Other

0.2%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks current income and long-term capital appreciation.
Strategy: Actively managed, invests primarily in credit-related securities, including high yield bonds or long-duration U.S. Treasuries. Adjusts exposure based on the performance of the Utilities sector relative to the U.S. large-cap market, using ETFs to follow credit-on/credit-off signals.
Inception date: July 15, 2021
Fund family: ATAC Fund