Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLC (Atlanticus Holdings Corporation) | 22.81% | 68.14% | 31.47% | 16.57% | 39.20% | 24.12% | 4.68% | … | … |
Data as of 06/04/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLC (Atlanticus Holdings Corporation) | 04/26/1999 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.99 | 68.14 | 31.47 | 16.57 | 39.20 | 24.12 | 4.68 | … | … | 22.81 | 25.74 | 47.40 | 47.60 | -63.26 | 189.57 | 173.36 | 147.53 | 51.67 | -15.49 | -11.25 | 35.59 | -34.04 | 5.97 | -9.46 | -46.99 | 109.61 | -29.36 | -44.59 | -74.93 | 3.51 | 40.67 | 28.48 | 200.99 | -39.88 | -35.12 | -52.92 | 172.57 |
| Sharpe Ratio | NA | 1.41 | 0.63 | 0.26 | 0.57 | NA | NA | … | … | 1.43 | 0.45 | 0.92 | 0.89 | -0.99 | 2.98 | 1.51 | 2.24 | 0.54 | -0.28 | -0.29 | 0.53 | -0.39 | 0.12 | -0.15 | -0.75 | 1.74 | -0.29 | -0.36 | -1.16 | 0.01 | 1.16 | 0.61 | 3.01 | -0.44 | -0.37 | -0.58 | 5.20 |
| Standard Deviation(%) | NA | 51.20 | 48.73 | 54.34 | 68.52 | NA | NA | … | … | 58.27 | 51.37 | 44.81 | 49.42 | 65.39 | 63.61 | 113.65 | 65.29 | 93.50 | 58.26 | 39.15 | 66.96 | 87.51 | 50.83 | 63.05 | 62.54 | 62.77 | 101.30 | 126.68 | 67.22 | 31.68 | 33.32 | 44.98 | 66.45 | 93.31 | 101.49 | 97.62 | 62.30 |
| Draw Down(%) | NA | 37.02 | 45.43 | 74.90 | 74.90 | NA | NA | … | … | 29.98 | 33.03 | 39.36 | 40.76 | 67.81 | 35.44 | 68.53 | 30.44 | 35.68 | 32.92 | 24.14 | 34.52 | 68.21 | 19.46 | 49.23 | 67.77 | 43.85 | 72.62 | 87.76 | 77.62 | 37.40 | 18.09 | 38.99 | 41.43 | 65.08 | 75.04 | 77.50 | 31.34 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLC (Atlanticus Holdings Corporation) |
-61.84%
Feb 2006 – Feb 2009 |
-41.12%
Jun 2006 – Jun 2011 |
-22.67%
May 2007 – May 2017 |
-16.82%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLC (Atlanticus Holdings Corporation) |
186.36%
Oct 2018 – Oct 2021 |
90.54%
Dec 2016 – Dec 2021 |
40.19%
May 2016 – May 2026 |
25.23%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart