Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLCL (Atlanticus Holdings Corporation 6.125% Senior Notes due 2026) | 4.92% | 11.82% | 11.59% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLCL (Atlanticus Holdings Corporation 6.125% Senior Notes due 2026) | 11/23/2021 | 06/05/2026 |
| 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 (%) | 0.44 | 11.82 | 11.59 | NA | NA | NA | NA | … | … | 4.92 | 13.20 | 7.04 | 16.81 | -12.26 | 2.12 |
| Sharpe Ratio | NA | 1.83 | 0.65 | NA | NA | NA | NA | … | … | 3.44 | 1.61 | 0.24 | 0.48 | -0.52 | 2.62 |
| Standard Deviation(%) | NA | 5.02 | 12.81 | NA | NA | NA | NA | … | … | 2.72 | 6.42 | 13.99 | 27.73 | 26.29 | 8.61 |
| Draw Down(%) | NA | 1.74 | 8.22 | NA | NA | NA | NA | … | … | 0.60 | 3.23 | 6.94 | 11.64 | 19.32 | 1.67 |
| Yield(%) | 0.00 | 6.39 | 6.96 | 5.21 | 2.61 | 1.74 | 1.30 | … | … | 3.09 | 6.51 | 6.60 | 7.38 | 4.50 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLCL (Atlanticus Holdings Corporation 6.125% Senior Notes due 2026) |
3.14%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| ATLCL (Atlanticus Holdings Corporation 6.125% Senior Notes due 2026) |
13.08%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart