(TACK) Fairlead Tactical Sector - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US14064D5501

ETFs, Gold ETF, Treasury ETF

Dividends

Dividend Yield 1.20%
Yield on Cost 5y 1.51%
Yield CAGR 5y 28.17%
Payout Consistency 100.0%
Payout Ratio -
Risk via 5d forecast
Volatility 9.31%
Value at Risk 5%th 15.9%
Relative Tail Risk 3.68%
Reward TTM
Sharpe Ratio 0.28
Alpha -3.06
CAGR/Max DD 0.68
Character TTM
Hurst Exponent 0.344
Beta 0.640
Beta Downside 0.662
Drawdowns 3y
Max DD 14.49%
Mean DD 2.65%
Median DD 2.08%

Description: TACK Fairlead Tactical Sector October 28, 2025

The Fairlead Tactical Sector Fund (NYSE ARCA:TACK) is an actively-managed ETF that aims to allocate over 80% of its net assets to passive domestic equity sector ETFs, plus smaller positions in gold and U.S. Treasury ETFs. Its systematic, technical-analysis framework seeks to capture macro-level trends across the S&P 500 sectors as defined by State Street’s SPDR® series.

Key operational metrics (as of the latest filing) include an expense ratio of 0.45%, an average daily trading volume of roughly 120,000 shares, and a net asset value (NAV) of about $150 million. The fund’s sector tilt tends to favor defensive industries (e.g., utilities, consumer staples) when the CBOE Volatility Index (VIX) exceeds 20, reflecting heightened risk aversion.

From a macro perspective, the fund’s performance is sensitive to two primary drivers: (1) the Federal Reserve’s policy stance-rising rates typically depress equity sector ETFs and boost Treasury allocations, and (2) commodity price dynamics-gold exposure provides a hedge when real yields turn negative. Recent data show the gold component rising 6% YTD while the Treasury allocation has been flat, suggesting the fund is currently positioning for a low-growth, higher-inflation environment.

For a deeper quantitative breakdown of TACK’s sector weights, turnover, and risk-adjusted returns, you may find ValueRay’s analytics platform a useful next step.

What is the price of TACK shares?

As of December 16, 2025, the stock is trading at USD 30.10 with a total of 7,458 shares traded.
Over the past week, the price has changed by +1.01%, over one month by +2.35%, over three months by +1.46% and over the past year by +7.92%.

Is TACK a buy, sell or hold?

Fairlead Tactical Sector has no consensus analysts rating.

What are the forecasts/targets for the TACK price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 32.5 7.9%

TACK Fundamental Data Overview December 16, 2025

Market Cap USD = 273.0m (273.0m USD * 1.0 USD.USD)
Beta = 1.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 273.0m USD (273.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 273.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 273.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.37% (E(273.0m)/V(273.0m) * Re(8.37%) + (debt-free company))
Discount Rate = 8.37% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for TACK ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle