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Ocean Park Tactical Bond Fund - Investor Class: (MF: STBNX)

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

$24.58 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 0.47 95
3 months 1.05 94
6 months 2.06 98
1 Year -1.31 99
3 Year 4.07 97
5 Year 1.82 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 -0.07
5 Year 1.82
10 Year NA
Since Inception 4.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.63 -3.48 1.94 0.91
2024 1.49 0.61 4.35 -0.29
2023 1.27 1.07 -0.03 4.31
2022 -2.26 -2.19 0.23 -0.30
2021 0.55 2.40 0.39 -2.19

Annual Return

2026202520242023202220212020
% Total Return 0.47-0.086.256.75-4.481.1115.56
% Total Return Rel to Index -1.13-18.30-18.76-19.4913.72-27.57-2.84
% Total Return Rel to Peer -1.93-14.58-3.66-6.408.48-10.394.87
% Perf Quintile vs Peer* 5.005.000.005.001.005.002.00
% Dividends 0.121.271.351.170.350.740.56
% Yield 0.104.944.984.731.352.641.88
Capital Gains ($) 0.000.000.000.000.000.001.23
Expense Ratio 0.001.621.621.641.630.000.00

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