ATC Model Option 2

The chart shows the growth of an initial investment of $10,000 in ATC Model Option 2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Nov 21, 2023, ATC Model Option 2's average daily return is +0.09%, while the average monthly return is +1.69%. At this rate, an investment would double in approximately 3.4 years.

Historically, 73% of months were positive and 27% were negative. The best month was May 2025 with a return of +6.6%, while the worst month was Mar 2026 at -5.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ATC Model Option 2 closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +9.2%, while the worst single day was Apr 4, 2025 at -5.9%.

ATC Model Option 2 has an annualized alpha of 3.25%, beta of 1.02, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since November 21, 2023.

• This portfolio captured 112.37% of S&P 500 Index gains but only 93.66% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 3.25% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.02 and R² of 0.94, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ATC Model Option 2 has an expense ratio of 0.37%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

ATC Model Option 2 ranks 77 for risk / return — better than 77% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ATC Model Option 2 Sharpe ratios as of Apr 11, 2026 (values are recalculated daily):

• 1-Year: 2.90
• All Time: 1.39

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 2.14 to 3.05, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of ATC Model Option 2 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

ATC Model Option 2 provided a 1.91% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the ATC Model Option 2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ATC Model Option 2 was 19.16%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current ATC Model Option 2 drawdown is 1.47%.

The chart below shows the rolling one-month volatility.