Nasdaq - Delayed Quote USD

Atlas U.S. Tactical Income A (ATLAX)

8.03 +0.03 (+0.37%)
At close: 6:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.69%
5y Average Return -0.53%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 18, 2024) 11.49%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 11.49%
Worst 3Y Total Return -4.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATLAX
Category
YTD
0.83%
3.28%
1-Month
2.38%
0.61%
3-Month
0.83%
3.02%
1-Year
8.65%
11.74%
3-Year
-2.76%
6.56%
5-Year
0.47%
5.38%
10-Year
0.00%
4.87%
Last Bull Market
13.26%
8.64%
Last Bear Market
-9.80%
-5.09%

Annual Total Return (%) History

Year
ATLAX
Category
2024
--
--
2023
11.49%
--
2022
-19.97%
--
2021
2.65%
--
2020
6.22%
7.29%
2019
8.34%
11.20%
2018
-4.99%
-3.14%
2017
5.47%
6.25%

2016
6.07%
5.55%
2015
--
-2.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.83% -- -- --
2023 3.47% 1.29% -4.63% 11.54%
2022 -8.48% -9.80% -7.79% 5.12%
2021 0.45% 2.56% -0.10% -0.26%
2020 -9.30% 6.00% 2.66% 7.62%
2019 3.79% -0.64% 1.19% 3.81%
2018 -2.70% -0.74% 2.55% -4.07%
2017 0.63% 1.22% 1.81% 1.71%
2016 2.30% 2.53% 2.30% -1.15%
2015 1.50% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 1
3-Month 88
1-Year 15
3-Year 97
5-Year 94

Load Adjusted Returns

1-Year 4.84%
3-Year -3.91%
5-Year -0.24%
10-Year --

Performance & Risk

YTD Return -2.69%
5y Average Return -0.53%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family ATLAS US. TACTICAL INCOME FUND, INC.
Net Assets 78.87M
YTD Return 0.83%
Yield 4.54%
Morningstar Rating
Inception Date Sep 30, 2015

Fund Summary

The fund invests primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. It normally will invest at least 80% of its assets in a diversified portfolio of fixed-income instruments of varying maturities, and normally will maintain an average portfolio duration of negative 3 years to plus 6 years. The fund will generally invest up to 20% of its total assets in large capitalization stocks including through the use of passive investments, such as exchange traded funds ("ETFs").

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