Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACLLF (Atco Ltd) 27.00% 40.90% 23.64% 11.90% 9.20% 6.88% NA
Data as of 06/03/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
Name Start Date End Date
ACLLF (Atco Ltd) 01/05/2010 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.32 40.90 23.64 11.90 9.20 6.88 NA 27.00 28.77 18.63 -2.15 -3.22 23.85 -22.27 40.54 -16.41 7.99 34.74 -35.65 -5.37 12.33 47.86 -2.63 47.62
Sharpe Ratio NA 2.22 1.06 0.47 0.31 NA NA 3.78 1.48 0.86 -0.31 -0.21 1.35 -0.53 2.65 -1.09 0.25 1.43 -1.65 -0.29 0.87 1.72 -0.18 1.91
Standard Deviation(%) NA 15.76 18.03 18.85 23.00 NA NA 16.43 17.52 17.52 19.03 22.44 17.69 42.01 14.72 16.44 29.27 24.14 21.64 18.35 14.18 28.04 14.63 25.06
Draw Down(%) NA 8.26 21.38 31.73 50.74 NA NA 6.72 8.42 10.54 26.82 22.39 15.55 50.74 5.43 21.97 25.05 13.98 35.65 19.23 7.98 5.29 12.03 11.25
Yield(%) 0.74 3.94 4.69 3.96 4.23 3.80 4.70 1.83 4.41 4.90 4.50 4.19 5.08 3.44 5.00 3.27 3.02 3.39 1.89 1.78 2.79 4.67 3.82 5.03
Data as of 06/03/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACLLF (Atco Ltd) -14.12%
Jan 2013 – Jan 2016
-6.68%
Oct 2013 – Oct 2018
-2.34%
Oct 2013 – Oct 2023
5.84%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACLLF (Atco Ltd) 28.76%
Jul 2010 – Jul 2013
15.35%
Feb 2021 – Feb 2026
11.08%
Feb 2016 – Feb 2026
7.07%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return