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North Square Tactical Defensive Fund Class C: (MF: ETFZX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:36 PM ET

$16.76 USD

-0.02 (-0.12%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.11 87
3 months 2.29 88
6 months 6.17 78
1 Year 9.94 86
3 Year 7.45 91
5 Year 4.32 85
10 Year 5.80 81

* 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 Feb 28, 2026

1 Year 6.64
5 Year 4.28
10 Year 5.52
Since Inception 4.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.71 1.93 7.20 0.29
2024 6.25 2.28 -1.23 -0.80
2023 -1.97 3.38 -1.60 5.09
2022 -4.68 -5.32 1.21 -0.28
2021 2.75 5.14 -1.33 5.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.117.726.474.79-8.9212.663.1311.61-3.6714.289.59
% Total Return Rel to Index 0.37-10.49-18.54-21.459.27-16.01-15.26-19.870.71-7.50-2.33
% Total Return Rel to Peer -0.42-6.78-3.44-8.364.041.15-7.55-5.582.820.823.32
% Perf Quintile vs Peer* 4.005.000.005.001.003.005.005.001.003.001.00
% Dividends 0.000.000.030.000.000.000.000.040.000.000.00
% Yield 0.000.000.200.000.000.000.000.340.000.000.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.280.00
Expense Ratio 0.002.702.712.702.622.622.612.592.592.702.70

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