JOJOATAC Credit Rotation ETF
Seeks current income and long-term capital appreciation.
By ATAC Fund · Launched 2021
Annual Cost
1.24%
#5,500 of 5,861 · expensive
Fund Size
$6M
#5,147 of 5,861 · small
Dividend YieldGoal
5.12%
Track Record
5 years
#2,379 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,295+2.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 3 holdings = 100.1% of fund✓ diversified 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
99.5%
Cash
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.0%Low
Year-on-year price swings
Max drawdown
-28.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.20Below average
Sortino (3Y)
0.27Moderate downside risk
Bond profile
Duration
3.7 years
Avg maturity
8.4 years
Credit ratings
US Government
99.5%
AA
100.0%
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 & exposureWhat's next?
You've looked at JOJO. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04