AtlasClear (ATCH)
Market Price (2/28/2026): $0.23 | Market Cap: $32.8 MilSector: Financials | Industry: Diversified Capital Markets
AtlasClear (ATCH)
Market Price (2/28/2026): $0.23Market Cap: $32.8 MilSector: FinancialsIndustry: Diversified Capital Markets
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2% | Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -172% | Penny stockMkt Price is 0.2 |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -40% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51% | Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -6.5% | |
| High stock price volatilityVol 12M is 249% | ||
| Key risksATCH key risks include [1] its substantial debt load and history of operating losses, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 51% |
| Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -172% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11% |
| Penny stockMkt Price is 0.2 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -40% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -6.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -6.5% |
| High stock price volatilityVol 12M is 249% |
| Key risksATCH key risks include [1] its substantial debt load and history of operating losses, Show more. |
Qualitative Assessment
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AtlasClear (ATCH) stock has lost about 40% since 10/31/2025 because of the following key factors:
1. Recurring Unexplained Sharp Declines and Market Dynamics. The stock experienced multiple sharp, unexplained declines with high trading volumes, often attributed to short-term liquidity issues, algorithmic trading, profit-taking, or short-squeeze unwinds, rather than specific fundamental news. These movements highlight underlying volatility and susceptibility to swift selling pressure, with one instance seeing an 11.7% drop without clear technical reversal patterns or fundamental news.
2. Investor Skepticism Despite Reported Financial Improvements. AtlasClear reported significant financial improvements, including a substantial reduction in De-SPAC related debt (over $43 million extinguished) and improved stockholders' equity in both Q4 2025 and Q1 2026. For example, the company achieved positive stockholders' equity of $6.9 million in Q1 2026, eliminating prior going concern uncertainty and securing $20 million in new financing. However, the stock still experienced a decline, suggesting that investors remained unconvinced by these improvements, possibly due to continued operating losses or concerns about long-term profitability and growth potential.
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1. Recurring Unexplained Sharp Declines and Market Dynamics. The stock experienced multiple sharp, unexplained declines with high trading volumes, often attributed to short-term liquidity issues, algorithmic trading, profit-taking, or short-squeeze unwinds, rather than specific fundamental news. These movements highlight underlying volatility and susceptibility to swift selling pressure, with one instance seeing an 11.7% drop without clear technical reversal patterns or fundamental news.
2. Investor Skepticism Despite Reported Financial Improvements. AtlasClear reported significant financial improvements, including a substantial reduction in De-SPAC related debt (over $43 million extinguished) and improved stockholders' equity in both Q4 2025 and Q1 2026. For example, the company achieved positive stockholders' equity of $6.9 million in Q1 2026, eliminating prior going concern uncertainty and securing $20 million in new financing. However, the stock still experienced a decline, suggesting that investors remained unconvinced by these improvements, possibly due to continued operating losses or concerns about long-term profitability and growth potential.
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Stock Movement Drivers
Fundamental Drivers
The -37.8% change in ATCH stock from 10/31/2025 to 2/27/2026 was primarily driven by a -76.9% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 2272026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.38 | 0.24 | -37.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11 | 14 | 32.8% |
| Net Income Margin (%) | 53.0% | 12.3% | -76.9% |
| P/E Multiple | 2.7 | 19.1 | 619.0% |
| Shares Outstanding (Mil) | 40 | 143 | -71.8% |
| Cumulative Contribution | -37.8% |
Market Drivers
10/31/2025 to 2/27/2026| Return | Correlation | |
|---|---|---|
| ATCH | -37.8% | |
| Market (SPY) | 0.6% | 46.5% |
| Sector (XLF) | -1.8% | 29.1% |
Fundamental Drivers
The 7.7% change in ATCH stock from 7/31/2025 to 2/27/2026 was primarily driven by a 4866.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2272026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.22 | 0.24 | 7.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11 | 14 | 33.2% |
| P/S Multiple | 0.0 | 2.3 | 4866.7% |
| Shares Outstanding (Mil) | 2 | 143 | -98.4% |
| Cumulative Contribution | 7.7% |
Market Drivers
7/31/2025 to 2/27/2026| Return | Correlation | |
|---|---|---|
| ATCH | 7.7% | |
| Market (SPY) | 8.8% | 16.3% |
| Sector (XLF) | -1.5% | 13.0% |
Fundamental Drivers
The -94.3% change in ATCH stock from 1/31/2025 to 2/27/2026 was primarily driven by a -99.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312025 | 2272026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.16 | 0.24 | -94.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 14 | 0.0% |
| Net Income Margin (%) | � | 12.3% | 0.0% |
| P/E Multiple | � | 19.1 | 0.0% |
| Shares Outstanding (Mil) | 0 | 143 | -99.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2025 to 2/27/2026| Return | Correlation | |
|---|---|---|
| ATCH | -94.3% | |
| Market (SPY) | 15.0% | 8.4% |
| Sector (XLF) | 1.0% | 10.0% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/27/2026| Return | Correlation | |
|---|---|---|
| ATCH | -100.0% | |
| Market (SPY) | 75.0% | 8.4% |
| Sector (XLF) | 47.1% | 6.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ATCH Return | 2% | 2% | -38% | -97% | -97% | -3% | -100% |
| Peers Return | 18% | -8% | 27% | 40% | 24% | 5% | 152% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| ATCH Win Rate | 50% | 50% | 50% | 25% | 17% | 50% | |
| Peers Win Rate | 57% | 47% | 57% | 58% | 63% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ATCH Max Drawdown | -1% | -1% | -39% | -98% | -98% | -10% | |
| Peers Max Drawdown | -8% | -27% | -6% | -5% | -6% | -11% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SNEX, IBKR, BR, SSNC, ICE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/27/2026 (YTD)
How Low Can It Go
| Event | ATCH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -46.6% | -25.4% |
| % Gain to Breakeven | 87.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to SNEX, IBKR, BR, SSNC, ICE
In The Past
AtlasClear's stock fell -46.6% during the 2022 Inflation Shock from a high on 11/3/2023. A -46.6% loss requires a 87.2% gain to breakeven.
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About AtlasClear (ATCH)
Quantum FinTech Acquisition Corporation does not have significant operations. The company intends to effect a merger, capital share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other similar business combination with one or more businesses or entities. Quantum FinTech Acquisition Corporation was incorporated in 2020 and is based in Tampa, Florida.
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- Stripe for financial trading infrastructure.
- A B2B version of Fidelity or Charles Schwab, specializing in clearing and back-office technology for financial firms.
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- Clearing and Settlement Services: Provides essential back-office functions for financial transactions, enabling the processing, matching, and settlement of trades for broker-dealers and financial institutions.
- Custody Services: Offers safekeeping and administration of client assets, such as securities and cash, on behalf of broker-dealers and investment advisors.
- Brokerage Technology Solutions: Delivers integrated technology platforms and software-as-a-service (SaaS) solutions to broker-dealers for managing trading, compliance, reporting, and other operational workflows.
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AtlasClear (ATCH) primarily sells its services to other companies, operating on a business-to-business (B2B) model.
Its customers are generally financial institutions that require clearing, settlement, custody, and related technology solutions. Based on their public disclosures, the categories of companies they serve include:
- Broker-dealers
- Registered Investment Advisors (RIAs)
- Other financial institutions (which may include fintech companies)
AtlasClear does not publicly disclose the names of its individual major customers in its SEC filings (such as its annual 10-K reports). This typically indicates that no single customer accounts for 10% or more of its total revenue, which would trigger a specific disclosure requirement under SEC regulations.
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Dean Serizawa, Chief Executive Officer
Mr. Serizawa joined AtlasClear in October 2023. He has a background in leading financial services and financial technology companies. He previously served as CEO of multiple financial technology companies and was also the CEO of Global Business and Financial Services at Blockbuster.
Michael Cohen, Chief Financial Officer
Mr. Cohen joined AtlasClear in October 2023. He brings over 25 years of experience in finance, including senior positions at public companies and in investment banking. Prior to AtlasClear, he held the CFO position at North Mountain Merger Corp..
John Kim, President
Mr. Kim serves as the President of AtlasClear. He was previously the CEO and co-founder of Atlas FinTech Holdings Corp..
Chong Kim, Chief Business Officer
Mr. Kim is the Chief Business Officer of AtlasClear, a role he also held at Atlas FinTech Holdings Corp..
Jay Madigan, Chief Operating Officer
Mr. Madigan is the Chief Operating Officer of AtlasClear. He previously served as the Chief Operating Officer of Atlas FinTech Holdings Corp..
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Key Risks to AtlasClear (ATCH)
- Financial Instability and Debt: AtlasClear faces significant financial risks due to its substantial debt load and ongoing need for funding. The requirement to repay outstanding notes, including those with short-term maturities and high original issue discounts, could adversely affect the company's liquidity, financial condition, and business plan. Restrictive covenants under convertible notes may also limit growth and financing options. The company has not been consistently profitable, and a substantial operating loss has been identified as a major overhang.
- Operational Challenges: As a relatively new entity with a short operating history, AtlasClear may find it difficult to evaluate its long-term business prospects. The company also faces potential difficulties in successfully integrating the operations of acquired entities like Wilson-Davis and Commercial Bancorp, which could disrupt operations and hinder the realization of anticipated benefits. Additionally, the loss of key personnel or the inability to attract and retain qualified staff could negatively impact the business.
- Regulatory Compliance and Market Volatility: AtlasClear operates in a highly regulated environment and is subject to extensive oversight by bodies such as the SEC and FINRA. Failure to comply with these regulations could lead to significant penalties, fines, and reputational damage. Its subsidiary, Wilson-Davis, has also been subject to regulatory enforcement actions. Furthermore, the over-the-counter markets for microcap securities, which Wilson-Davis liquidates, are characterized by limited trading volume and volatile prices, posing market-specific risks.
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AtlasClear (ATCH) operates in several addressable markets with the following sizes:
- Online Trading Platforms: The global online trading platform market was valued at approximately USD 10.15 billion in 2024 and is projected to grow to USD 16.71 billion by 2032, at a compound annual growth rate (CAGR) of 6.4%. North America holds a significant share of this market, accounting for 40.79% in 2024. The U.S. online trading platform market alone is estimated to reach USD 4.3 billion by 2032.
- Clearing and Settlement Services: The global clearing houses and settlements market is expected to grow from USD 11.61 billion in 2023 to USD 19.01 billion by 2033, with a CAGR of 5.05%. Another estimate places the global market at USD 11.54 billion in 2024, projected to reach USD 17.35 billion by 2030, with a CAGR of 7.09%. North America currently holds the largest regional share in this market. The European clearing houses and settlements market is estimated at USD 2.05 quadrillion in 2025 and is forecast to reach USD 2.22 quadrillion by 2030, at a CAGR of 1.59%.
- Prime Brokerage Services: The prime brokerage services industry is estimated to be a US$20 billion market globally. The top twelve investment banks providing these services generated a record $20.4 billion in revenues in 2023.
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AtlasClear (ATCH) is poised for future revenue growth over the next two to three years, driven by several strategic initiatives and expanding business lines:
- Expansion of Correspondent Clearing Client Base: AtlasClear is actively focused on broadening its correspondent clearing client base, a strategy explicitly identified by the company as its "path to scale". The signing of a third correspondent clearing client is expected to significantly contribute to the company's performance in fiscal year 2026.
- Growth in Stock Loan Business: The company's stock loan business has demonstrated substantial growth and is projected to continue its upward trajectory. This segment, which was an immaterial revenue source in 2024, grew to approximately 12% of revenue by June 2025 and 15% by July 2025, with September's net stock loan revenue surpassing $400,000, marking a 42.3% increase over August. This expansion is attributed to new management in the stock loan division and a strategic partnership with FinTech provider LocBox.
- Acquisition of a Commercial Bank: AtlasClear plans to acquire Commercial Bancorp, a move anticipated to significantly expand its platform beyond traditional clearing and settlement into prime banking services. This acquisition is crucial for offering a more comprehensive, integrated suite of financial services, which management believes will drive long-term scale and enhance profit margins.
- Technology Deployment and Innovation: The company emphasizes its commitment to building a "cutting-edge technology enabled financial services firm". Key to this is the ongoing deployment of technology, particularly through its partnership with LocBox, which is modernizing the stock loan business to be more transparent, scalable, and revenue-generating. The introduction of OLA digital account opening and further rollouts of LocBox technology are integral to this strategy.
- Expansion of Investment Banking and Underwriting Services: AtlasClear is diversifying its revenue streams through the expansion of its investment banking and underwriting businesses. Its subsidiary, Wilson-Davis & Co., has already secured an underwriting agreement to raise up to $75 million for Limitless X Holdings Inc., a deal the company views as a potential blueprint for future business endeavors.
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Share Repurchases
- The board has agreed to potentially utilize up to $5 million from the initial investment tranche from Hanire LLC for a stock buyback program, as announced on July 31, 2025.
- A new $5 million stock buyback program was mentioned on September 23, 2025, intended to address dilution concerns.
- AtlasClear Holdings' 6-Month Share Buyback Ratio was -1,567.92% as of June 2025, and the Buyback Yield in the last 12 months was -3,167.76%, indicating significant share issuance or dilution rather than repurchases over these periods.
Share Issuance
- The number of shares outstanding increased by 3,167.76% in one year.
- More than $43 million in debt was converted into shares, reducing De-SPAC liabilities by over 80% as of September 29, 2025.
- Hanire LLC is purchasing 19.9% of the Company in equity, with the remaining balance in convertible notes, indicating future share issuance upon note conversion.
Inbound Investments
- AtlasClear Holdings secured a $45 million financing agreement with Hanire LLC, with the total investment split into an initial $20 million tranche and a second tranche of $25 million.
- The company closed a $20,000,000 financing investment led by Funicular Funds, LP with insider participation from Sixth Borough Capital, announced on October 15, 2025.
- AtlasClear Holdings secured $3 million in financing on September 17, 2025, to strengthen immediate liquidity.
Outbound Investments
- AtlasClear Holdings acquired Wilson-Davis & Co., a securities broker-dealer.
- The company extended its contract to acquire Commercial Bancorp of Wyoming.
Capital Expenditures
- Capital expenditures were -$125,000 in the last 12 months.
- For fiscal year 2025, capital expenditures were -$0.13 million, and in fiscal year 2024, they were -$0.5 million.
- Plans for fiscal year 2026 include additional technology deployment with their fintech partner LocBox.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Can AtlasClear Stock Recover If Markets Fall? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ATCH.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 01302026 | FDS | FactSet Research Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -18.8% | -18.8% | -25.3% |
| 01302026 | PFSI | PennyMac Financial Services | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -6.9% | -6.9% | -9.3% |
| 01302026 | ALLY | Ally Financial | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -1.9% | -1.9% | -5.5% |
| 01232026 | FIS | Fidelity National Information Services | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -18.9% | -18.9% | -22.6% |
| 01022026 | MORN | Morningstar | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -18.1% | -18.1% | -26.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 101.40 |
| Mkt Cap | 20.0 |
| Rev LTM | 8,542 |
| Op Inc LTM | 1,781 |
| FCF LTM | 2,428 |
| FCF 3Y Avg | 1,098 |
| CFO LTM | 2,596 |
| CFO 3Y Avg | 1,358 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.8% |
| Rev Chg 3Y Avg | 9.7% |
| Rev Chg Q | 10.4% |
| QoQ Delta Rev Chg LTM | 2.5% |
| Op Mgn LTM | 20.2% |
| Op Mgn 3Y Avg | 22.6% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 22.9% |
| CFO/Rev 3Y Avg | 23.4% |
| FCF/Rev LTM | 19.7% |
| FCF/Rev 3Y Avg | 18.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 20.0 |
| P/S | 3.0 |
| P/EBIT | 8.2 |
| P/E | 20.9 |
| P/CFO | 6.8 |
| Total Yield | 5.4% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 6.0% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -7.4% |
| 3M Rtn | -3.9% |
| 6M Rtn | 4.1% |
| 12M Rtn | -8.2% |
| 3Y Rtn | 53.2% |
| 1M Excs Rtn | -6.0% |
| 3M Excs Rtn | -5.1% |
| 6M Excs Rtn | -1.8% |
| 12M Excs Rtn | -23.9% |
| 3Y Excs Rtn | -22.2% |
Price Behavior
Price Behavior
| Market Price | $0.24 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/10/2021 | |
| Distance from 52W High | -93.2% | |
| 50 Days | 200 Days | |
| DMA Price | $0.26 | $0.30 |
| DMA Trend | down | down |
| Distance from DMA | -7.6% | -19.7% |
| 3M | 1YR | |
| Volatility | 67.0% | 248.7% |
| Downside Capture | 437.63 | 313.31 |
| Upside Capture | 258.68 | -8.65 |
| Correlation (SPY) | 36.0% | 11.2% |
ATCH Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.39 | 2.50 | 3.11 | 4.07 | 1.21 | 1.10 |
| Up Beta | -4.65 | -4.62 | 3.78 | 7.06 | 1.14 | 0.98 |
| Down Beta | 1.34 | 2.37 | 2.37 | 7.98 | 2.74 | 2.32 |
| Up Capture | 331% | 180% | 148% | 181% | -42% | -7% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 16 | 24 | 49 | 89 | 273 |
| Down Capture | 650% | 530% | 370% | 96% | 147% | 112% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 25 | 37 | 76 | 160 | 381 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATCH | |
|---|---|---|---|---|
| ATCH | -92.3% | 249.7% | -0.12 | - |
| Sector ETF (XLF) | 2.2% | 19.8% | -0.00 | 11.4% |
| Equity (SPY) | 16.5% | 19.4% | 0.66 | 11.4% |
| Gold (GLD) | 81.3% | 25.7% | 2.29 | -7.0% |
| Commodities (DBC) | 13.4% | 16.9% | 0.58 | 2.0% |
| Real Estate (VNQ) | 7.3% | 16.6% | 0.25 | 1.7% |
| Bitcoin (BTCUSD) | -20.2% | 44.9% | -0.37 | 4.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATCH | |
|---|---|---|---|---|
| ATCH | -79.3% | 181.2% | -0.37 | - |
| Sector ETF (XLF) | 11.3% | 18.8% | 0.48 | 4.8% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 6.4% |
| Gold (GLD) | 23.5% | 17.1% | 1.12 | -0.2% |
| Commodities (DBC) | 10.6% | 19.0% | 0.44 | 1.4% |
| Real Estate (VNQ) | 5.1% | 18.8% | 0.18 | -0.7% |
| Bitcoin (BTCUSD) | 4.5% | 57.0% | 0.30 | -0.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATCH | |
|---|---|---|---|---|
| ATCH | -54.5% | 181.2% | -0.37 | - |
| Sector ETF (XLF) | 13.8% | 22.2% | 0.57 | 4.8% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 6.4% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | -0.2% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 1.4% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | -0.7% |
| Bitcoin (BTCUSD) | 66.2% | 66.8% | 1.06 | -0.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
External Quote Links
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| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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