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Upturn AI SWOT - About
Tidal ETF Trust - ATAC Credit Rotation ETF (JOJO)
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Upturn Advisory Summary
10/24/2025: JOJO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.59% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.39 | 52 Weeks Range 13.44 - 15.71 | Updated Date 06/29/2025 |
52 Weeks Range 13.44 - 15.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
Tidal ETF Trust - ATAC Credit Rotation ETF
ETF Overview
Overview
The ATAC Credit Rotation ETF is an actively managed fund that seeks to provide total return by rotating among different credit asset classes based on macroeconomic analysis. It aims to capitalize on relative value opportunities within the credit market.
Reputation and Reliability
Tidal ETF Trust is an established ETF provider known for offering actively managed and innovative investment solutions.
Management Expertise
The management team has experience in macroeconomic research and credit market analysis.
Investment Objective
Goal
To provide total return by strategically allocating capital among different credit asset classes.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy that rotates between various credit sectors based on macroeconomic indicators and relative value assessments.
Composition The ETF's holdings may include corporate bonds, high-yield bonds, emerging market debt, and other credit-related instruments.
Market Position
Market Share: Data on the exact market share of the ATAC Credit Rotation ETF is limited due to the specific niche it occupies within the broader credit ETF market.
Total Net Assets (AUM): 59358057.54
Competitors
Key Competitors
- HYG
- JNK
- LQD
Competitive Landscape
The ETF market is intensely competitive, with many established funds. ATAC Credit Rotation ETF differentiates itself through its active rotation strategy. Competitors like HYG and JNK are passive high-yield ETFs, while LQD focuses on investment-grade corporate bonds. Advantages include its active management, but it faces challenges in consistently outperforming passive strategies, especially with higher expense ratios.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly from financial data providers.
Benchmark Comparison: The ETF's performance should be compared against a relevant credit market benchmark, such as the Bloomberg Barclays U.S. Corporate High Yield Index or a blended index representing its target asset classes.
Expense Ratio: 1.19
Liquidity
Average Trading Volume
The average trading volume varies but liquidity is typically adequate for retail investors.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting the ETF's active management and market participation.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and macroeconomic conditions influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on its ability to deliver consistent returns relative to its risk profile and the broader credit market environment. Changes to its strategy are actively managed based on current environment
Moat and Competitive Advantages
Competitive Edge
The ATAC Credit Rotation ETF's competitive edge lies in its active rotation strategy, leveraging macroeconomic analysis to identify relative value opportunities within the credit market. This differentiates it from passive credit ETFs. The fund's ability to adapt to changing market conditions can provide potential for outperformance. This strategic agility aims to capitalize on inefficiencies in the credit market.
Risk Analysis
Volatility
The ETF's volatility will vary depending on the credit market conditions and its active management strategy.
Market Risk
The ETF is exposed to credit risk, interest rate risk, and market risk associated with its underlying credit asset classes.
Investor Profile
Ideal Investor Profile
Investors seeking total return from credit markets with a tolerance for active management and potential market volatility.
Market Risk
Suitable for investors with a medium to long-term investment horizon who understand credit market dynamics and are comfortable with active management risk.
Summary
The ATAC Credit Rotation ETF offers an actively managed approach to credit market investing, aiming to capitalize on relative value opportunities. Its performance is influenced by macroeconomic factors and the management team's ability to adapt to market changes. It is suitable for investors who understand credit market risks and seek potential outperformance through active management. Investors should carefully evaluate its strategy, expense ratio, and risk profile. This fund provides a distinct approach to credit investing compared to passive ETFs, demanding informed consideration from potential investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- morningstar.com
- The Issuer's Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Market data and ETF information can change frequently.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tidal ETF Trust - ATAC Credit Rotation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in credit-related securities, or ETFs that invest, under normal circumstances, at least 80% of their net assets, plus borrowings for investment purposes, in credit-related securities. Credit-related securities include fixed-income securities, debt securities and loans and investments with economic characteristics similar to fixed-income securities, debt securities and loans.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.