Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATCO-PD (Atlas Corp) | NA | 11.25% | 9.51% | 12.24% | 8.82% | NA | NA | … | … |
Data as of 07/09/2025, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATCO-PD (Atlas Corp) | 06/08/2015 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 11.25 | 9.51 | 12.24 | 8.82 | NA | NA | … | … | 8.20 | 9.94 | 10.01 | 1.28 | 9.55 | 8.14 | 20.62 | 1.50 | 31.88 | -2.65 | -6.81 |
| Sharpe Ratio | NA | 0.95 | 0.35 | 0.65 | 0.20 | NA | NA | … | … | 1.55 | 0.30 | 0.27 | -0.01 | 1.22 | 0.07 | 2.22 | 0.01 | 1.58 | -0.12 | -0.96 |
| Standard Deviation(%) | NA | 8.47 | 18.08 | 15.56 | 37.71 | NA | NA | … | … | 8.79 | 11.23 | 21.91 | 19.69 | 7.79 | 108.18 | 8.64 | 15.57 | 19.83 | 24.48 | 12.20 |
| Draw Down(%) | NA | 4.52 | 16.07 | 16.07 | 68.92 | NA | NA | … | … | 4.52 | 4.23 | 12.18 | 16.07 | 2.17 | 68.92 | 6.02 | 23.61 | 16.54 | 26.08 | 13.49 |
| Yield(%) | 0.00 | 7.93 | 7.95 | 9.18 | 7.97 | 5.25 | 3.94 | … | … | 5.48 | 8.13 | 8.25 | 7.75 | 7.83 | 7.74 | 8.62 | 8.13 | 9.42 | 8.65 | 3.95 |
Data as of 07/09/2025, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PD (Atlas Corp) |
1.47%
Mar 2017 – Mar 2020 |
6.10%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PD (Atlas Corp) |
18.42%
Mar 2020 – Mar 2023 |
15.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart