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Trend Aggregation Conservative Fund ETF (TACE)

ETF · Currency in USD
Issuer
Tuttle Tactical Management, LLC
Inception Date
Oct 21, 2020
Region
Global (Broad)
Category
Diversified Portfolio
Expense Ratio
1.48%
Index Tracked
ACTIVE - No Index
ETF Home Page
www.tuttleetf.com
Asset Class
Multi-Asset

TACEPrice Chart


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TACEPerformance

The chart shows the growth of $10,000 invested in Trend Aggregation Conservative Fund ETF on Oct 21, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,369 for a total return of roughly 3.69%. All prices are adjusted for splits and dividends.


TACE (Trend Aggregation Conservative Fund ETF)
Benchmark (S&P 500)

TACEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-0.66%-3.66%
6M2.71%8.39%
YTD4.44%16.00%
1Y3.69%26.54%
5YN/A
10YN/A

TACEMonthly Returns Heatmap


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TACESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


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TACEDividends


Trend Aggregation Conservative Fund ETF doesn't pay dividends

TACEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


TACE (Trend Aggregation Conservative Fund ETF)
Benchmark (S&P 500)

TACEWorst Drawdowns

The table below shows the maximum drawdowns of the Trend Aggregation Conservative Fund ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Trend Aggregation Conservative Fund ETF is 4.21%, recorded on Mar 4, 2021. It took 26 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-4.21%Feb 16, 202113Mar 4, 202126Apr 12, 202139
-3.62%Oct 26, 202014Nov 12, 202037Jan 7, 202151
-1.82%Jan 26, 20214Jan 29, 20218Feb 10, 202112
-1.13%May 11, 202128Jun 18, 202149Aug 27, 202177
-0.91%Sep 3, 202113Sep 22, 2021
-0.55%Jan 11, 20215Jan 15, 20212Jan 20, 20217
-0.43%Apr 19, 20212Apr 20, 20216Apr 28, 20218
-0.15%Jan 22, 20211Jan 22, 20211Jan 25, 20212
-0.08%Apr 30, 20211Apr 30, 20211May 3, 20212
-0.08%Oct 21, 20201Oct 21, 20201Oct 22, 20202

TACEVolatility Chart

Current Trend Aggregation Conservative Fund ETF volatility is 0.78%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


TACE (Trend Aggregation Conservative Fund ETF)
Benchmark (S&P 500)

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