Performance analysis of Atlanticus (ATLCL)
Annual Return
Over the past 3 years, ATLCL has had an average annual return of +11.85%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 23, 2021, ATLCL has had an average annual return of +6.49%, underperforming the benchmark SPY, which returned +12.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.94% | +13.17% | +6.96% | +16.79% | -12.26% | +2.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.21% | +0.16% | +0.16% | +1.53% | +0.32% | +0.48% | +4.94% | ||||||
| 2025 | +4.71% | -0% | +0.92% | +1.44% | -1.98% | +1.35% | +2.97% | +3.82% | -0.71% | -0.20% | +1.05% | -0.72% | +13.17% |
| 2024 | +1.40% | +3.45% | -4.54% | -1.92% | +5.94% | -3.98% | +1.34% | +2.81% | +3.08% | +0.79% | +2.21% | -3.24% | +6.96% |
| 2023 | +8.68% | +1.94% | -0.70% | +0.44% | -6.02% | +9.87% | -2.04% | -3.23% | +2.19% | +3.67% | +0.66% | +1.26% | +16.79% |
| 2022 | -2.00% | -0.76% | +1.17% | +2.97% | -1.92% | -6.21% | +2.78% | -0.17% | -5.63% | -5.13% | +2.21% | +0.28% | -12.26% |
| 2021 | +0.92% | +1.19% | +2.12% |
Drawdown analysis of Atlanticus (ATLCL)
The maximum drawdown for the ATLCL was -19.31%, occurring on Oct 24, 2022. Recovery took 259 trading sessions.
Since Nov 23, 2021 ATLCL has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.31% | Apr 29, 2022 | 122 | Oct 24, 2022 | 259 | Nov 3, 2023 | 381 |
| -6.97% | Jan 22, 2024 | 63 | Apr 22, 2024 | 100 | Sep 13, 2024 | 163 |
| -6.61% | Dec 3, 2021 | 69 | Mar 15, 2022 | 32 | Apr 29, 2022 | 101 |
| -4.06% | Dec 1, 2023 | 7 | Dec 12, 2023 | 20 | Jan 11, 2024 | 27 |
| -3.96% | Dec 3, 2024 | 19 | Dec 31, 2024 | 10 | Jan 16, 2025 | 29 |
| -3.23% | Apr 29, 2025 | 22 | May 30, 2025 | 27 | Jul 10, 2025 | 49 |
| -2.45% | Nov 6, 2023 | 12 | Nov 22, 2023 | 6 | Dec 1, 2023 | 18 |
| -1.89% | Apr 3, 2025 | 2 | Apr 7, 2025 | 8 | Apr 17, 2025 | 10 |
| -1.78% | Nov 8, 2024 | 2 | Nov 12, 2024 | 13 | Dec 2, 2024 | 15 |
| -1.74% | Aug 29, 2025 | 5 | Sep 8, 2025 | 58 | Nov 28, 2025 | 63 |
| -1.70% | Dec 2, 2025 | 13 | Dec 19, 2025 | 18 | Jan 16, 2026 | 31 |
| -1.39% | Oct 16, 2024 | 9 | Oct 29, 2024 | 5 | Nov 5, 2024 | 14 |
| -1.37% | Sep 24, 2024 | 4 | Sep 30, 2024 | 11 | Oct 15, 2024 | 15 |
| -0.63% | Jul 21, 2025 | 5 | Jul 28, 2025 | 1 | Jul 29, 2025 | 6 |
| -0.62% | Jan 30, 2025 | 8 | Feb 11, 2025 | 15 | Mar 5, 2025 | 23 |
| -0.58% | Feb 24, 2026 | 3 | Feb 27, 2026 | 28 | Apr 9, 2026 | 31 |
| -0.51% | Jan 16, 2024 | 1 | Jan 17, 2024 | 1 | Jan 18, 2024 | 2 |
| -0.50% | Sep 20, 2024 | 1 | Sep 23, 2024 | 1 | Sep 24, 2024 | 2 |
| -0.48% | Mar 5, 2025 | 2 | Mar 7, 2025 | 7 | Mar 18, 2025 | 9 |
| -0.47% | Jul 30, 2025 | 1 | Jul 31, 2025 | 2 | Aug 4, 2025 | 3 |
| -0.46% | Jul 15, 2025 | 1 | Jul 16, 2025 | 2 | Jul 18, 2025 | 3 |
| -0.45% | Apr 22, 2025 | 1 | Apr 23, 2025 | 1 | Apr 24, 2025 | 2 |
| -0.42% | Nov 5, 2024 | 1 | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 |
| -0.38% | Mar 18, 2025 | 2 | Mar 20, 2025 | 2 | Mar 24, 2025 | 4 |
| -0.35% | May 26, 2026 | 2 | May 28, 2026 | 3 | Jun 2, 2026 | 5 |