ATAC INFLATION Competition

ATCIX Fund

USD 39.70 -0.19 -0.48%

The fund is listed under the Tactical Allocation category and is part of the ATAC Fund family. Atac Inflation Rotation is often compared with AIM TaxExempt, SHENKMAN SHORT, PACE High, Fidelity SAI, and T ROWE and additional peers. This provides context for comparative analysis. Peer comparison for ATAC INFLATION provides quick context before deeper valuation work.

Correlation: ATAC INFLATION vs VANGUARD HIGH-YIELD Overview

Poor diversification

For the present investment horizon, the measured correlation between ATCIX and VWALX stands at 0.72, or Poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with ATAC Mutual Fund

1.0	ATACX	Atac Inflation Rotation	Pair Corr
0.83	PAALX	All Asset Fund	Pair Corr
0.83	PATRX	PIMCO All Asset	Pair Corr
0.82	PAAIX	All Asset Fund	Pair Corr

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The mean reversion principle applied to ATAC INFLATION's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.

Hype

Prediction

Low	Estimated	High
38.92	39.70	40.48

Details

Intrinsic

Valuation

Low	Real	High
38.97	39.75	40.53

Details

Naive

Forecast

Low	Next	High
38.52	39.30	40.07

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
39.84	40.69	41.54

Details

Peer comparison enriches ATAC INFLATION analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

ATAC INFLATION Competition Correlation Matrix

Correlation analysis between Atac Inflation Rotation and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	IORYX	SCFFX	PHDTX	FSHGX	TFHAX	NHMAX	FPIOX	VWALX
IORYX		0.69	0.83	0.92	0.96	0.95	0.86	0.99	IORYX
SCFFX	0.69		0.91	0.86	0.75	0.61	0.91	0.7	SCFFX
PHDTX	0.83	0.91		0.96	0.9	0.77	0.95	0.85	PHDTX
FSHGX	0.92	0.86	0.96		0.96	0.87	0.97	0.93	FSHGX
TFHAX	0.96	0.75	0.9	0.96		0.93	0.89	0.98	TFHAX
NHMAX	0.95	0.61	0.77	0.87	0.93		0.78	0.96	NHMAX
FPIOX	0.86	0.91	0.95	0.97	0.89	0.78		0.85	FPIOX
VWALX	0.99	0.7	0.85	0.93	0.98	0.96	0.85		VWALX
	IORYX	SCFFX	PHDTX	FSHGX	TFHAX	NHMAX	FPIOX	VWALX

Risk-Adjusted Indicators

There is a big difference between ATAC Mutual Fund performing well and ATAC INFLATION Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze ATAC INFLATION's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
IORYX	0.12	0.01	0.17	0.27	0.09	-0.22	0.31	-0.30	1.20
SCFFX	0.06	0.00	0.25	-0.09	0.05	-0.12	0.10	-0.10	0.51
PHDTX	0.09	0.00	0.20	-0.04	0.08	-0.13	0.11	-0.22	0.77
FSHGX	0.11	0.01	0.20	0.05	0.08	-0.17	0.21	-0.21	0.96
TFHAX	0.08	0.02	0.28	-1.82	0.00	-0.15	0.20	-0.20	0.90
NHMAX	0.15	0.00	0.15	-0.03	0.19	-0.17	0.43	-0.48	1.31
FPIOX	0.11	0.01	0.22	0.00	0.08	-0.18	0.23	-0.23	1.13
VWALX	0.11	0.01	0.19	0.33	0.08	-0.14	0.19	-0.28	1.02

ATAC INFLATION Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	ATCIX	IORYX	SCFFX	PHDTX	FSHGX	TFHAX	NHMAX	FPIOX	VWALX
	0.48 39.70 ATAC	0.31 6.57 AIM	0.20 9.78 SHENKMAN	0.22 9.05 PACE	0.32 9.40 Fidelity	0.10 10.01 TFHAX	0.49 14.21 Nuveen	0.45 8.90 STRATEGIC	0.19 10.64 VANGUARD
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Soft	Moderate	Mild	Contained	Moderate	Balanced	Mild	Contained	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Hold	Cautious Hold	Cautious Hold	Hold	Strong Sell	Cautious Hold	Hold	Hold
Net Asset	65.44 M	6.33 B	2.01 B	193.4 M	1.66 B	55.8 M	12.84 B	1.75 B	13.12 B
Minimum Initial Investment	25 K	N/A	1 K	N/A	N/A	N/A	N/A	N/A	50 K
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	8.54	2.07	N/A
Five Year Return	-2.59	1.39	4.34	N/A	N/A	2.41	0.8	4.69	1.55
One Year Return	23.64	2.67	5.43	N/A	N/A	6.4	2.43	9.0	4.34
Last Dividend Paid	0.09	0.03	0.02	N/A	0.01	0.02	0.07	0.03	N/A
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	10.3	15.14	N/A
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	1.16	1.13	N/A
Cash Position Weight	11.63	-3.16	2.87	1.93	4.93	1.48	0.08	4.88	0.02
Equity Positions Weight	88.36	0.37	N/A	0.48	0.69	N/A	8.71	3.1	N/A
Three Year Return	9.69	5.08	6.58	N/A	N/A	5.71	4.01	9.57	5.03
Annual Yield	0.0172	0.0548	0.0563	0.0571	0.063	0.0025	0.0534	0.0625	0.0043
Year To Date Return	5.49	1.19	0.19	N/A	N/A	1.61	1.38	0.59	1.26
Bond Positions Weight	N/A	9.47	96.58	96.04	93.1	8.21	8.76	89.99	99.98
Ten Year Return	N/A	6.85	N/A	N/A	N/A	N/A	6.43	5.97	4.82
Daily Balance Of Power	0	9.2 T	0	0	0	9.2 T	0	0	9.2 T
Day Typical Price	39.7	6.57	9.78	9.05	9.4	10.01	14.21	8.9	10.64
Period Momentum Indicator	-0.19	0.02	-0.02	-0.02	-0.03	0.01	-0.07	-0.04	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	39.7	6.57	9.78	9.05	9.4	10.01	14.21	8.9	10.64
Price Action Indicator	-0.1	0.01	-0.01	-0.01	-0.01	0.005	-0.04	-0.02	0.01
Coefficient Of Variation	2743.23	1183.21	2949.11	1856.34	1107.15	496.99	2545.02	1604.95	876.85
Mean Deviation	0.6434	0.1241	0.0601	0.0852	0.1115	0.083	0.1453	0.1121	0.1067
Jensen Alpha	0.0321	0.0075	-0.0036	6.0E-4	0.0089	0.0156	4.0E-4	0.0051	0.01
Total Risk Alpha	0.0686	0.0174	-0.0016	0.0039	0.0139	0.0233	0.0114	0.0098	0.018
Sortino Ratio	0.0763	0.1657	0.2544	0.1956	0.2001	0.2811	0.1481	0.217	0.193
Downside Variance	0.7418	0.0956	0.0223	0.0453	0.0613	0.0469	0.0868	0.0434	0.0771
Standard Deviation	0.8471	0.1942	0.0927	0.126	0.1628	0.1294	0.224	0.1667	0.1645
Kurtosis	1.08	2.64	1.47	2.3	2.12	4.71	2.59	3.62	3.48
Potential Upside	1.33	0.3053	0.1025	0.111	0.2125	0.2014	0.4255	0.227	0.189
Treynor Ratio	0.0831	0.2719	-0.09	-0.04	0.0502	-1.82	-0.03	0.0037	0.3294
Maximum Drawdown	4.76	1.2	0.5089	0.7691	0.9557	0.9031	1.31	1.13	1.02
Variance	0.7177	0.0377	0.0086	0.0159	0.0265	0.0167	0.0502	0.0278	0.0271
Market Risk Adjusted Performance	0.0931	0.2819	-0.08	-0.03	0.0602	-1.81	-0.02	0.0137	0.3394
Risk Adjusted Performance	0.0296	0.0363	-0.05	-0.01	0.033	0.1085	0.0057	0.0118	0.0523
Skewness	-0.10	-0.19	-0.44	-0.87	-0.51	0.4317	-0.22	0.6466	-0.80
Semi Deviation	0.8016	0.0934	0.0532	0.0841	0.0765	0.0	0.1918	0.0809	0.0757
Information Ratio	0.0776	0.2638	0.4096	0.3302	0.3042	0.4704	0.1948	0.2713	0.3258
Value At Risk	-1.20	-0.30	-0.10	-0.22	-0.21	-0.20	-0.48	-0.23	-0.28
Expected Short fall	-0.65	-0.22	-0.12	-0.13	-0.17	-0.15	-0.17	-0.18	-0.14
Downside Deviation	0.8613	0.3092	0.1493	0.2128	0.2476	0.2166	0.2946	0.2084	0.2777
Semi Variance	0.6426	0.0087	0.0028	0.0071	0.0059	-0.02	0.0368	0.0065	0.0057

Peer Performance Charts

How to Analyze ATAC INFLATION Against Peers

ATAC INFLATION's peer analysis compares ATAC INFLATION with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether ATAC INFLATION trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where ATAC INFLATION leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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ATAC INFLATION Competition

Correlation: ATAC INFLATION vs VANGUARD HIGH-YIELD Overview

Poor diversification

Moving together with ATAC Mutual Fund

Specify up to 10 symbols:

ATAC INFLATION Competition Correlation Matrix

Risk-Adjusted Indicators

ATAC INFLATION Competitive Analysis

Peer Performance Charts

How to Analyze ATAC INFLATION Against Peers

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