Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATCO-PH (Atlas Corp) | NA | 15.83% | 18.34% | 11.57% | NA | NA | NA | … | … |
Data as of 10/29/2025, Common starting date is 08/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATCO-PH (Atlas Corp) | 08/08/2016 | 10/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.61 | 15.83 | 18.34 | 11.57 | NA | NA | NA | … | … | 17.05 | 14.74 | 17.51 | -8.95 | 9.02 | 6.32 | 15.30 | -4.36 | 21.47 | -21.17 |
| Sharpe Ratio | NA | 0.28 | 0.48 | 0.38 | NA | NA | NA | … | … | 0.36 | 1.24 | 0.72 | -0.51 | 1.54 | 0.07 | 1.44 | -0.33 | 1.25 | -1.40 |
| Standard Deviation(%) | NA | 45.39 | 29.28 | 24.35 | NA | NA | NA | … | … | 49.78 | 8.98 | 19.47 | 20.32 | 5.83 | 88.82 | 9.57 | 17.45 | 16.67 | 32.10 |
| Draw Down(%) | NA | 32.31 | 32.31 | 32.31 | NA | NA | NA | … | … | 32.31 | 3.88 | 10.33 | 16.93 | 1.77 | 65.82 | 7.67 | 26.60 | 15.38 | 26.11 |
| Yield(%) | 0.00 | 9.44 | 9.41 | 8.44 | 4.74 | 3.16 | 2.37 | … | … | 9.42 | 8.38 | 9.17 | 7.70 | 7.75 | 7.52 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2025, Common starting date is 08/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PH (Atlas Corp) |
-6.39%
Mar 2017 – Mar 2020 |
1.43%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATCO-PH (Atlas Corp) |
18.50%
Mar 2020 – Mar 2023 |
16.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart