JOJOATAC Credit Rotation ETF
Seeks current income and long-term capital appreciation.
By ATAC Fund · Launched 2021
Annual Cost
1.24%
#5,672 of 6,040 · expensive
Fund Size
$5M
#5,356 of 6,040 · small
Return (1Y)
+1.6%
Track Record
5 years
#2,390 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,147+1.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 3 holdings = 100.1% of funddiversified through underlying funds
iShares 20+ Year Treasury Bond
80.0%
iShares 7-10 Year Treasury Bon
19.6%
First American Government Obli
0.4%
Asset allocation
Bonds
98.0%
Cash
1.9%
Preferred
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.5%Low
Year-on-year price swings
Max drawdown
-28.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.26Below average
Sortino (3Y)
0.36Moderate downside risk
Bond profile
Duration
6.7 years
Avg maturity
9.8 years
Credit ratings
BBB
3.0%
BB
59.7%
B
29.1%
Below B
8.0%
Other
0.2%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks current income and long-term capital appreciation.
- Strategy
- Actively manages a portfolio of credit-related securities, utilizing a systematic risk management strategy to adjust exposure between high yield bonds and long-duration U.S. Treasury securities based on the Utilities sector's performance relative to the U.S. large-cap market.
- Inception date
- July 15, 2021
- Fund family
- ATAC Fund
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18