Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLCX (Atlas U.S. Tactical Income Fund Class C) | -0.23% | 9.26% | 7.67% | 0.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLCX (Atlas U.S. Tactical Income Fund Class C) | 05/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.26 | 7.67 | 0.36 | NA | NA | NA | … | … | -0.23 | 12.66 | 3.48 | 10.94 | -20.55 | 0.27 |
| Sharpe Ratio | NA | 1.34 | 0.64 | -0.22 | NA | NA | NA | … | … | -0.29 | 1.37 | -0.02 | 0.71 | -1.80 | 0.10 |
| Standard Deviation(%) | NA | 5.91 | 8.37 | 8.92 | NA | NA | NA | … | … | 6.78 | 7.15 | 7.62 | 10.41 | 12.28 | 3.95 |
| Draw Down(%) | NA | 4.67 | 11.66 | 27.42 | NA | NA | NA | … | … | 4.67 | 6.90 | 4.12 | 12.93 | 25.65 | 3.17 |
| Yield(%) | 0.00 | 4.03 | 4.40 | 3.23 | 1.65 | 1.10 | 0.82 | … | … | 1.35 | 4.39 | 4.17 | 4.57 | 3.15 | 2.01 |
Data as of 06/04/2026, Common starting date is 05/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLCX (Atlas U.S. Tactical Income Fund Class C) |
-4.14%
Jun 2021 – Jun 2024 |
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 |
|---|---|---|---|---|
| ATLCX (Atlas U.S. Tactical Income Fund Class C) |
9.75%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart