Atlanticus Holdings Corporation (ATLC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$23,848
Total Return
138.48%
CAGR
18.99%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+2.25%
Median+0.54%
Best+72.13%
Worst-37.57%
% of Windows Positive51.3%
1-Year (252 Trading Days)
Average+12.45%
Median+6.43%
Best+147.40%
Worst-70.65%
% of Windows Positive56.9%
3-Year (756 Trading Days)
Average+30.93%
Median+12.90%
Best+200.99%
Worst-54.68%
% of Windows Positive53.6%

Risk Metrics

Maximum Drawdown -74.90%
Average Drawdown -45.63%
Drawdown Duration 1113 Trading Days (Unrecovered)
Sortino Ratio 0.86
Calmar Ratio 0.25
CVaR (5%) -7.54%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +1.84% (+6.60% ann.) +$183.72 $0.00 $0.00 $0.00
2025 +20.03% +$2002.51 $0.00 $0.00 $0.00
2024 +44.25% +$4424.62 $0.00 $0.00 $0.00
2023 +47.60% +$4759.55 $0.00 $0.00 $0.00
2022 -63.26% $6326.42 $0.00 $0.00 $0.00
2021 +189.57% +$18956.56 $0.00 $0.00 $0.00
2020 +173.36% +$17336.30 $0.00 $0.00 $0.00
2019 +147.53% +$14752.72 $0.00 $0.00 $0.00
2018 +51.67% +$5166.65 $0.00 $0.00 $0.00
2017 -15.49% $1549.30 $0.00 $0.00 $0.00
2016 -11.25% $1124.99 $0.00 $0.00 $0.00
2015 +35.59% +$3559.32 $0.00 $0.00 $0.00
2014 -33.52% $3352.10 $0.00 $0.00 $0.00
2013 +5.97% +$597.01 $0.00 $0.00 $0.00
2012 -9.46% $945.96 $0.00 $0.00 $0.00
2011 -46.99% $4699.15 $0.00 $0.00 $0.00
2010 +109.61% +$10960.98 $0.00 $0.00 $0.00
2009 -31.90% $3190.16 $904.17 $180.84 $1.46
2008 -44.59% $4458.91 $0.00 $0.00 $0.00
2007 -74.93% $7493.09 $0.00 $0.00 $0.00
2006 +3.51% +$351.01 $0.00 $0.00 $0.00
2005 +40.67% +$4067.30 $0.00 $0.00 $0.00
2004 +28.48% +$2847.74 $0.00 $0.00 $0.00
2003 +200.99% +$20099.02 $0.00 $0.00 $0.00
2002 -39.88% $3988.10 $0.00 $0.00 $0.00
2001 -35.12% $3511.73 $0.00 $0.00 $0.00
2000 -52.92% $5292.21 $0.00 $0.00 $0.00
1999 partial +167.83% (+317.00% ann.) +$16782.61 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial April 23, 1999 – March 10, 2000 +140.43% +170.50% +$14043.48 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -86.76% -54.42% $8676.26 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +417.32% +38.95% +$41732.00 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -93.16% -85.02% $9315.89 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +166.79% +33.73% +$16678.90 $2762.46 $552.52 $4.45
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +200.23% +15.64% +$20023.26 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -59.57% -100.00% $5956.61 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +60.26% +113.59% +$6026.25 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +332.34% +301.06% +$33234.28 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -58.10% -60.29% $5810.20 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +26.36% +13.45% +$2635.66 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +97.74% +54.43% +$9773.78 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2009-12-29 $0.5000 14.58%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
Total $0.00 $0.00 $0.00 0.0000

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

IDR

CAGR 10.75% Total 1391.21% Final $149,121
1999-10-27 — 2026-04-14
SAMG

CAGR 4.45% Total 74.60% Final $17,460
2013-06-27 — 2026-04-14
BHB

CAGR 7.25% Total 637.64% Final $73,764
1997-09-23 — 2026-04-14