Performance analysis of Atlanticus (ATLCZ)
Annual Return
Since Jan 31, 2024, ATLCZ has had an average annual return of +10.92%, underperforming the benchmark SPY, which returned +22.81% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.05% | +9.59% | +11.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.11% | +0.11% | -1.64% | +2.88% | +1.07% | +0.50% | +4.05% | ||||||
| 2025 | -1.03% | +1.40% | -0.36% | +2% | -1.27% | +0.57% | +3.18% | +1.34% | +0.86% | +1.42% | -0.78% | +1.97% | +9.59% |
| 2024 | +0% | +1.86% | +1.34% | -2.52% | +1.68% | +0.68% | +1.37% | +2.02% | -0.12% | +0.54% | +0.85% | +3.56% | +11.73% |
Drawdown analysis of Atlanticus (ATLCZ)
The maximum drawdown for the ATLCZ was -3.95%, occurring on Apr 7, 2025. Recovery took 8 trading sessions.
The current ATLCZ drawdown is -0.04%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.95% | Apr 1, 2025 | 4 | Apr 7, 2025 | 8 | Apr 17, 2025 | 12 |
| -3.38% | Jan 26, 2026 | 43 | Mar 27, 2026 | 10 | Apr 13, 2026 | 53 |
| -3.16% | Apr 2, 2024 | 12 | Apr 18, 2024 | 45 | Jun 24, 2024 | 57 |
| -2.78% | Jul 18, 2024 | 12 | Aug 5, 2024 | 8 | Aug 15, 2024 | 20 |
| -2.24% | May 2, 2025 | 19 | May 30, 2025 | 21 | Jul 1, 2025 | 40 |
| -1.76% | Aug 16, 2024 | 11 | Sep 3, 2024 | 28 | Oct 11, 2024 | 39 |
| -1.66% | Dec 31, 2024 | 29 | Feb 13, 2025 | 10 | Feb 28, 2025 | 39 |
| -1.46% | Nov 12, 2025 | 19 | Dec 10, 2025 | 10 | Dec 24, 2025 | 29 |
| -1.19% | Feb 28, 2025 | 6 | Mar 10, 2025 | 16 | Apr 1, 2025 | 22 |
| -1.10% | Jan 8, 2026 | 3 | Jan 13, 2026 | 5 | Jan 21, 2026 | 8 |
| -1.04% | Apr 17, 2025 | 1 | Apr 21, 2025 | 1 | Apr 22, 2025 | 2 |
| -1.04% | Oct 28, 2024 | 3 | Oct 31, 2024 | 11 | Nov 15, 2024 | 14 |
| -0.94% | Oct 13, 2025 | 4 | Oct 17, 2025 | 10 | Oct 31, 2025 | 14 |
| -0.75% | Mar 18, 2024 | 6 | Mar 26, 2024 | 2 | Mar 28, 2024 | 8 |
| -0.74% | Sep 16, 2025 | 5 | Sep 23, 2025 | 6 | Oct 1, 2025 | 11 |
| -0.71% | Jun 25, 2024 | 3 | Jun 28, 2024 | 1 | Jul 1, 2024 | 4 |
| -0.60% | Nov 15, 2024 | 5 | Nov 22, 2024 | 5 | Dec 2, 2024 | 10 |
| -0.43% | Aug 4, 2025 | 3 | Aug 7, 2025 | 3 | Aug 12, 2025 | 6 |
| -0.43% | Mar 7, 2024 | 1 | Mar 8, 2024 | 5 | Mar 15, 2024 | 6 |
| -0.42% | Nov 3, 2025 | 1 | Nov 4, 2025 | 2 | Nov 6, 2025 | 3 |
| -0.40% | Dec 6, 2024 | 3 | Dec 11, 2024 | 4 | Dec 17, 2024 | 7 |
| -0.39% | Apr 20, 2026 | 3 | Apr 23, 2026 | 6 | May 1, 2026 | 9 |
| -0.39% | Aug 19, 2025 | 4 | Aug 25, 2025 | 12 | Sep 11, 2025 | 16 |
| -0.36% | Oct 16, 2024 | 4 | Oct 22, 2024 | 4 | Oct 28, 2024 | 8 |
| -0.31% | Dec 17, 2024 | 1 | Dec 18, 2024 | 2 | Dec 20, 2024 | 3 |