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Ocean Park Tactical Bond Fund - Class A Shares: (MF: STBKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:07 PM ET

$24.60 USD

+0.03 (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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.50 95
3 months 1.13 94
6 months 2.13 98
1 Year -1.16 99
3 Year 4.23 97
5 Year 1.98 97
10 Year NA NA

* 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 -3.54
5 Year 1.23
10 Year NA
Since Inception 3.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.63 -3.41 1.98 0.95
2024 1.53 0.65 4.39 -0.25
2023 1.31 1.14 0.00 4.35
2022 -2.21 -2.15 0.21 -0.22
2021 0.59 2.44 0.43 -2.15

Annual Return

2026202520242023202220212020
% Total Return 0.500.066.406.93-4.331.2615.70
% Total Return Rel to Index -1.12-18.15-18.61-19.3113.87-27.42-2.69
% Total Return Rel to Peer -1.92-14.43-3.51-6.228.63-10.245.02
% Perf Quintile vs Peer* 5.005.000.005.001.005.002.00
% Dividends 0.131.311.391.210.370.780.60
% Yield 0.115.085.124.871.432.782.03
Capital Gains ($) 0.000.000.000.000.000.001.23
Expense Ratio 0.001.471.471.481.480.000.00

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