Performance analysis of Atlanticus (ATLC)
Annual Return
Over the past 3 years, ATLC has had an average annual return of +31.96%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ATLC has had an average annual return of +16.55%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ATLC has had an average annual return of +38.80%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, ATLC has had an average annual return of +5.14%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.24% | +20.03% | +44.24% | +47.60% | -63.26% | +189.57% | +173.33% | +147.62% | +51.69% | -15.51% | -11.29% | +35.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -33.64% | +5.95% | -9.47% | -46.99% | +109.61% | -29.92% | -44.58% | -74.93% | +3.51% | +40.66% | +28.48% | +200.94% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -39.87% | -35.10% | -52.93% | +50.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -22.88% | +1.32% | +0.31% | +51.34% | +8.58% | -3.53% | +24.24% | ||||||
| 2025 | +6.62% | -7.63% | -6.88% | +7.17% | -10.52% | +11.62% | -9.35% | +34.40% | -12.17% | -5.92% | +6.96% | +13.57% | +20.03% |
| 2024 | -10.29% | -4.44% | -10.74% | -10.61% | -2.83% | +9.65% | +26.93% | -1.18% | -0.76% | +6.01% | +56.65% | -4.26% | +44.24% |
| 2023 | +24.04% | -1.38% | -15.35% | +7.49% | +19.89% | +20.17% | -3.12% | -14.25% | -13.15% | -3.46% | +5.50% | +25.27% | +47.60% |
| 2022 | -9.83% | -17.17% | -2.78% | -16.90% | -9.60% | -9.61% | +9.87% | -26.32% | -7.86% | +8.88% | +0.84% | -9.03% | -63.26% |
| 2021 | +4.47% | +2.14% | +15.41% | +3.06% | +26.72% | +0.23% | +9.52% | +47.66% | -17.35% | +46.04% | -23.31% | +20.01% | +189.57% |
| 2020 | +54.92% | -6.87% | -23.69% | +62.30% | -9.95% | -28.68% | -21.00% | +4.05% | +40% | -3.79% | +31.02% | +64.19% | +173.33% |
| 2019 | +5.78% | -5.98% | -6.05% | +3.22% | -0.56% | +16.07% | +16.50% | +34.77% | +31.28% | -5.27% | +0.53% | +13.34% | +147.62% |
| 2018 | -7.49% | +0.89% | -8.90% | +7.84% | -20.42% | +18.27% | +11.11% | +22.57% | +4.97% | +11.47% | +15.47% | -4.49% | +51.69% |
| 2017 | -0.08% | -4.86% | -1.79% | -1.90% | -6.91% | +9.86% | -7.17% | -0.80% | -4.03% | -2.14% | -5.71% | +10.61% | -15.51% |
Drawdown analysis of Atlanticus (ATLC)
The maximum drawdown for the ATLC was -97.96%, occurring on Nov 10, 2014. Recovery took 1711 trading sessions.
The current ATLC drawdown is -7.58%.
Since Nov 1, 1999 ATLC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.96% | Oct 5, 2000 | 3545 | Nov 10, 2014 | 1711 | Aug 27, 2021 | 5256 |
| -74.90% | Nov 3, 2021 | 343 | Mar 17, 2023 | 799 | May 26, 2026 | 1142 |
| -33.91% | Feb 8, 2000 | 11 | Feb 24, 2000 | 135 | Sep 6, 2000 | 146 |
| -26.29% | Dec 31, 1999 | 7 | Jan 11, 2000 | 15 | Feb 2, 2000 | 22 |
| -24.60% | Aug 31, 2021 | 13 | Sep 20, 2021 | 20 | Oct 18, 2021 | 33 |
| -10.24% | Sep 14, 2000 | 2 | Sep 18, 2000 | 6 | Sep 26, 2000 | 8 |
| -8.21% | May 27, 2026 | 3 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -7.84% | Nov 1, 1999 | 4 | Nov 5, 1999 | 6 | Nov 15, 1999 | 10 |
| -7.13% | Nov 18, 1999 | 8 | Dec 1, 1999 | 2 | Dec 3, 1999 | 10 |
| -4.53% | Sep 28, 2000 | 1 | Sep 29, 2000 | 2 | Oct 3, 2000 | 3 |
| -3.40% | Nov 16, 1999 | 1 | Nov 17, 1999 | 1 | Nov 18, 1999 | 2 |
| -1.91% | Sep 12, 2000 | 1 | Sep 13, 2000 | 1 | Sep 14, 2000 | 2 |
| -1.84% | Sep 26, 2000 | 1 | Sep 27, 2000 | 1 | Sep 28, 2000 | 2 |
| -1.74% | Oct 18, 2021 | 1 | Oct 19, 2021 | 1 | Oct 20, 2021 | 2 |
| -1.73% | Oct 26, 2021 | 1 | Oct 27, 2021 | 1 | Oct 28, 2021 | 2 |
| -1.40% | Oct 20, 2021 | 1 | Oct 21, 2021 | 1 | Oct 22, 2021 | 2 |
| -1.02% | Dec 21, 1999 | 1 | Dec 22, 1999 | 1 | Dec 23, 1999 | 2 |
| -0.72% | Dec 16, 1999 | 1 | Dec 17, 1999 | 2 | Dec 21, 1999 | 3 |
| -0.47% | Dec 27, 1999 | 2 | Dec 29, 1999 | 1 | Dec 30, 1999 | 3 |
| -0.20% | Oct 22, 2021 | 1 | Oct 25, 2021 | 1 | Oct 26, 2021 | 2 |