Performance analysis of Atlanticus (ATLCP)
Annual Return
Over the past 3 years, ATLCP has had an average annual return of +12.98%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, ATLCP has had an average annual return of +8.42%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 14, 2021, ATLCP has had an average annual return of +8.18%, underperforming the benchmark SPY, which returned +13.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.48% | +13.51% | +9.40% | +42.91% | -24.83% | +6.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.58% | +2.77% | -11.18% | +9.07% | +1.62% | +1.91% | +0.70% | +5.48% | |||||
| 2025 | +2.90% | +2.14% | -1.40% | -1.28% | +0.35% | -2.46% | +0.23% | +9.40% | +3.61% | -2.15% | -0.17% | +2.13% | +13.51% |
| 2024 | -5.05% | +6% | +5.57% | -6.45% | +1.42% | +5.07% | +0.50% | -0.87% | +0.84% | +0.64% | +6.90% | -4.43% | +9.40% |
| 2023 | +21.64% | -1.92% | -12.60% | -3.48% | +13.06% | +9.87% | +2.59% | +0.92% | -8.53% | +7.57% | +2.97% | +8.99% | +42.91% |
| 2022 | +0.59% | -1.23% | +1.62% | -2.94% | -0.27% | -3.57% | +3.77% | -3.20% | -10.58% | +4.27% | +4.72% | -18.67% | -24.83% |
| 2021 | -1.25% | +2.13% | +1.41% | -0.65% | +1.82% | +0.03% | +2.60% | +6.18% |
Drawdown analysis of Atlanticus (ATLCP)
The maximum drawdown for the ATLCP was -30.60%, occurring on Mar 17, 2023. Recovery took 182 trading sessions.
The current ATLCP drawdown is -0.49%.
Since Jun 14, 2021 ATLCP has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.60% | Apr 4, 2022 | 239 | Mar 17, 2023 | 182 | Dec 6, 2023 | 421 |
| -12.64% | Mar 6, 2026 | 16 | Mar 30, 2026 | 44 | Jun 2, 2026 | 60 |
| -10.85% | Mar 15, 2024 | 27 | Apr 24, 2024 | 141 | Nov 13, 2024 | 168 |
| -7.70% | Dec 15, 2023 | 30 | Jan 31, 2024 | 27 | Mar 11, 2024 | 57 |
| -6.84% | Dec 2, 2024 | 89 | Apr 11, 2025 | 93 | Aug 26, 2025 | 182 |
| -5.14% | Jan 25, 2022 | 34 | Mar 15, 2022 | 14 | Apr 4, 2022 | 48 |
| -4.64% | Sep 23, 2025 | 42 | Nov 20, 2025 | 35 | Jan 13, 2026 | 77 |
| -3.33% | Jun 5, 2026 | 5 | Jun 12, 2026 | 7 | Jun 24, 2026 | 12 |
| -2.65% | Jun 2, 2026 | 2 | Jun 4, 2026 | 1 | Jun 5, 2026 | 3 |
| -2.06% | Sep 2, 2021 | 19 | Sep 30, 2021 | 44 | Dec 2, 2021 | 63 |
| -1.55% | Feb 27, 2026 | 1 | Mar 2, 2026 | 4 | Mar 6, 2026 | 5 |
| -1.42% | Jun 14, 2021 | 7 | Jun 23, 2021 | 8 | Jul 6, 2021 | 15 |
| -1.21% | Dec 8, 2023 | 1 | Dec 11, 2023 | 2 | Dec 13, 2023 | 3 |
| -1.18% | Jul 2, 2026 | 4 | Jul 9, 2026 | Ongoing | Ongoing | Ongoing |
| -1.14% | Nov 13, 2024 | 3 | Nov 18, 2024 | 1 | Nov 19, 2024 | 4 |
| -1.13% | Jan 21, 2026 | 7 | Jan 30, 2026 | 5 | Feb 6, 2026 | 12 |
| -1.00% | Feb 17, 2026 | 2 | Feb 19, 2026 | 5 | Feb 26, 2026 | 7 |
| -0.98% | Jun 24, 2026 | 4 | Jun 30, 2026 | 2 | Jul 2, 2026 | 6 |
| -0.93% | Jan 4, 2022 | 2 | Jan 6, 2022 | 2 | Jan 10, 2022 | 4 |
| -0.93% | Jul 6, 2021 | 6 | Jul 14, 2021 | 11 | Jul 29, 2021 | 17 |
| -0.89% | Nov 19, 2024 | 1 | Nov 20, 2024 | 1 | Nov 21, 2024 | 2 |
| -0.82% | Jan 14, 2022 | 1 | Jan 18, 2022 | 5 | Jan 25, 2022 | 6 |
| -0.80% | Jan 14, 2026 | 2 | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 |
| -0.69% | Aug 29, 2025 | 2 | Sep 3, 2025 | 2 | Sep 5, 2025 | 4 |
| -0.63% | Dec 17, 2021 | 3 | Dec 22, 2021 | 5 | Dec 30, 2021 | 8 |