Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATCO-PI (Atlas Corp) | NA | 28.35% | 11.32% | 8.40% | NA | NA | NA | … | … |
Data as of 10/27/2023, Common starting date is 09/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATCO-PI (Atlas Corp) | 09/14/2018 | 10/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 28.35 | 11.32 | 8.40 | NA | NA | NA | … | … | 23.62 | -10.99 | 14.37 | 4.26 | 30.60 | -10.88 |
| Sharpe Ratio | NA | 1.15 | 0.50 | 0.11 | NA | NA | NA | … | … | 1.30 | -0.51 | 1.18 | 0.03 | 2.31 | -1.44 |
| Standard Deviation(%) | NA | 21.10 | 19.23 | 64.43 | NA | NA | NA | … | … | 19.40 | 24.26 | 12.17 | 139.05 | 12.63 | 23.56 |
| Draw Down(%) | NA | 8.39 | 19.87 | 76.21 | NA | NA | NA | … | … | 8.39 | 18.21 | 6.81 | 76.21 | 5.59 | 23.06 |
| Yield(%) | 1.96 | 11.83 | 9.22 | 7.98 | 4.13 | 2.75 | 2.06 | … | … | 9.12 | 7.42 | 8.02 | 7.58 | 8.80 | 0.93 |
Data as of 10/27/2023, Common starting date is 09/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PI (Atlas Corp) |
2.01%
Dec 2019 – Dec 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PI (Atlas Corp) |
23.17%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart