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ISIN
US46144X4464
CUSIP
66538R763
Issuer
ACM
Inception Date
Dec 30, 2018
Min. Investment
$10,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

TINIX Performance Chart

ACM Tactical Income Fund (TINIX) is up 1.7% since the beginning of the year. TINIX is currently trading at $9 per share. Investors who bought $1,000 worth of TINIX shares 5 years ago would now be looking at an investment worth $1,011.


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Benchmark

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Returns By Period

ACM Tactical Income Fund (TINIX) has returned 1.74% so far this year and 3.39% over the past 12 months.


ACM Tactical Income Fund

1D
0.31%
1M
-0.36%
6M
1.00%
YTD
1.74%
1Y
3.39%
3Y*
3.51%
5Y*
0.21%
10Y*
ALL TIME*
2.16%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TINIX Monthly Returns History

Based on dividend-adjusted daily data since Jan 14, 2019, TINIX's average daily return is +0.01%, while the average monthly return is +0.18%. At this rate, an investment would double in approximately 32.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +2.7%, while the worst month was Mar 2020 at -3.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TINIX closed higher 43% of trading days. The best single day was Apr 9, 2020 with a return of +0.8%, while the worst single day was Mar 18, 2020 at -1.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.74%0.72%-1.23%1.44%0.55%0.01%-0.48%1.74%
20250.69%0.57%-1.13%-0.02%0.17%1.19%0.54%0.71%0.24%0.43%0.29%-0.17%3.53%
20240.57%0.29%1.00%-1.18%0.95%0.27%1.14%0.39%1.06%-1.15%1.96%-1.05%4.28%
20232.21%-1.51%-0.34%0.08%-0.85%0.83%0.98%-0.78%-0.89%-0.92%1.82%1.77%2.33%
2022-1.91%-0.72%-0.22%-1.55%-0.33%-1.08%1.37%-1.82%-1.58%-0.09%0.82%-0.77%-7.66%
2021-0.59%-0.24%1.04%1.78%-0.06%0.53%-0.14%0.33%-1.72%0.85%-2.14%0.06%-0.36%

Benchmark Metrics

ACM Tactical Income Fund has an annualized alpha of 0.65%, beta of 0.10, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since January 14, 2019.

  • This fund participated in 25.08% of S&P 500 Index downside but only 15.03% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.10 may look defensive, but with R2 of 0.30 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.30 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
0.65%
Beta
0.10
0.30
Upside Capture
15.03%
Downside Capture
25.08%

Expense Ratio

TINIX has a high expense ratio of 1.58%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

TINIX ranks 40 for risk / return — above 40% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.


TINIX Risk / Return Rank: 4040
Overall Rank
TINIX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
TINIX Sortino Ratio Rank: 3636
Sortino Ratio Rank
TINIX Omega Ratio Rank: 3939
Omega Ratio Rank
TINIX Calmar Ratio Rank: 4444
Calmar Ratio Rank
TINIX Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for ACM Tactical Income Fund (TINIX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TINIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.21

Omega ratioGain probability vs. loss probability

1.24

1.25

-0.02

Calmar ratioReturn relative to maximum drawdown

1.88

2.00

-0.13

Martin ratioReturn relative to average drawdown

6.53

8.49

-1.97

Dividends

Dividend History

ACM Tactical Income Fund provided a 3.47% dividend yield over the last twelve months, with an annual payout of $0.31 per share.


2.50%3.00%3.50%4.00%4.50%5.00%5.50%6.00%$0.00$0.10$0.20$0.30$0.40$0.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.31$0.24$0.43$0.50$0.24$0.39$0.31$0.40

Dividend yield

3.47%2.68%4.90%5.72%2.63%3.83%2.98%3.94%

Monthly Dividends

The table displays the monthly dividend distributions for ACM Tactical Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.02$0.03$0.02$0.02$0.03$0.02$0.03$0.16
2025$0.00$0.00$0.00$0.02$0.02$0.02$0.03$0.03$0.02$0.03$0.03$0.03$0.24
2024$0.09$0.02$0.03$0.04$0.04$0.01$0.04$0.02$0.02$0.03$0.03$0.06$0.43
2023$0.01$0.04$0.04$0.05$0.04$0.05$0.05$0.05$0.05$0.00$0.04$0.09$0.50
2022$0.02$0.01$0.01$0.01$0.01$0.01$0.02$0.05$0.03$0.01$0.03$0.05$0.24
2021$0.02$0.02$0.04$0.03$0.03$0.04$0.03$0.04$0.06$0.04$0.04$0.02$0.39

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the ACM Tactical Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ACM Tactical Income Fund was 11.79%, occurring on Oct 30, 2023. Recovery took 574 trading sessions.

The current ACM Tactical Income Fund drawdown is 0.69%.


Drawdown

Fall

Recovery

Underwater

Related event

-11.79%Oct 2023
2y 2mo2y 3mo
4y 6moAug 2021 - Feb 2026
-6.10%Mar 2020
24d2mo 21d
3mo 15dFeb 2020 - Jun 2020
COVID crash2020
-2.09%Oct 2020
1mo 27d20d
2mo 17dSep 2020 - Nov 2020
-2.07%Nov 2019
1mo 29d1mo 27d
3mo 26dSep 2019 - Jan 2020
-2.03%Jun 2020
2d1mo 6d
1mo 8dJun 2020 - Jul 2020

Drawdown Indicators


TINIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-11.79%

-56.78%

+44.99%

Max Drawdown (1Y)

Largest decline over 1 year

-1.75%

-9.10%

+7.35%

Max Drawdown (3Y)

Largest decline over 3 years

-2.60%

-18.90%

+16.30%

Max Drawdown (5Y)

Largest decline over 5 years

-11.79%

-25.43%

+13.64%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.69%

-1.58%

+0.89%

Average Drawdown

Average peak-to-trough decline

-4.10%

-10.70%

+6.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

2.14%

-1.64%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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