Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATCO-PG (Atlas Corp) NA 25.39% 8.05% 8.48% NA NA NA
Data as of 06/30/2021, Common starting date is 06/13/2016
More Performance Analytics Comparison
Name Start Date End Date
ATCO-PG (Atlas Corp) 06/13/2016 06/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.12 25.39 8.05 8.48 NA NA NA -1.21 -1.65 9.81 -2.26 21.87 -19.60
Sharpe Ratio NA 1.24 -0.02 -0.01 NA NA NA -0.33 -0.02 0.91 -0.22 1.29 -1.21
Standard Deviation(%) NA 12.35 61.65 49.19 NA NA NA 7.37 104.90 9.22 16.54 16.55 26.77
Draw Down(%) NA 4.22 70.77 70.77 NA NA NA 3.01 70.77 7.51 23.83 16.18 25.57
Yield(%) 0.00 9.33 7.96 7.75 3.93 2.62 1.96 4.02 7.86 8.54 8.49 10.01 2.07
Data as of 06/30/2021, Common starting date is 06/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATCO-PG (Atlas Corp) 0.56%
Mar 2017 – Mar 2020
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
ATCO-PG (Atlas Corp) 18.97%
Dec 2016 – Dec 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return