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Atac Rotation Fund - Investor Class: (MF: ATACX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:11 PM ET

$40.69 USD

+0.21 (0.52%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.84 6
3 months -1.55 98
6 months 2.49 97
1 Year 22.01 5
3 Year 6.87 88
5 Year -3.45 99
10 Year 8.16 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 18.72
5 Year -3.30
10 Year 6.72
Since Inception 5.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.06 12.04 8.26 -4.10
2024 0.93 0.41 2.15 1.46
2023 -8.37 4.83 -10.38 18.61
2022 -8.18 -18.65 -8.31 8.36
2021 -1.78 -4.23 -6.25 1.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8318.725.052.10-25.79-10.5472.517.73-11.4426.948.57
% Total Return Rel to Index 0.000.50-19.96-24.14-7.59-39.2354.10-23.76-7.055.14-3.36
% Total Return Rel to Peer 0.004.22-4.86-11.05-12.83-22.0561.82-9.46-4.9513.472.30
% Perf Quintile vs Peer* 0.000.000.005.005.005.001.005.005.001.002.00
% Dividends 0.000.690.290.000.000.000.030.260.000.090.00
% Yield NA1.800.892.190.000.000.060.870.000.260.00
Capital Gains ($) 0.000.000.000.000.000.005.990.000.312.520.00
Expense Ratio 0.001.731.742.011.741.741.741.741.741.741.74

* 1 = Top 20%, 5 = Bottom 20%