Tactical Income

Generate moderate-to-aggressive cash flow with long-term growth while preserving capital.

Cash Flow — Risk-adjusted securities generating accretive cash flow with limited leverage.
Growth — Stable securities with strong fundamentals and potential future market demand.
Capital Preservation — Tactical decisions based on current market trends to protect principal.

Fund Performance Comparison

Inception Date 4/1/2020

Past performance is not indicative of future results. All figures are net of fees unless otherwise noted.

Monthly Returns

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year

Past performance is not indicative of future results. All figures are net of fees unless otherwise noted. Annual return is geometrically linked from available monthly returns.

Cumulative Performance vs. Benchmarks

iShares iBoxx $ High Yield Corporate Bond ETF Invesco High Yield Equity Dividend Achievers ETF

Cumulative total return, compounded daily, net of fees, from strategy inception through the most recent available date. Past performance is not indicative of future results.

Managed Strategies