ATACX vs. SPY

In the year-to-date period, ATACX achieves a 5.13% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, ATACX has underperformed SPY with an annualized return of 4.83%, while SPY has yielded a comparatively higher 12.35% annualized return.

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ATACX has a 1.74% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ATAC Rotation Fund (ATACX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ATACX Sharpe Ratio is 0.70, which is higher than the SPY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of ATACX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ATACX's dividend yield for the trailing twelve months is around 0.87%, less than SPY's 1.27% yield.

The maximum ATACX drawdown since its inception was -51.26%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ATACX and SPY. For additional features, visit the drawdowns tool.