AtlasClear Holdings, Inc.

10-Year Study

ATCH.US · Financial Services · US · Common Stock

Executive Summary: AtlasClear Holdings, Inc. has compounded at -77.3% annually over the last 10 years, with a maximum drawdown of 100.0% and an annualized volatility of 313.1%.

1Y CAGR
+59.7%
3Y CAGR
-92.6%
5Y CAGR
-78.4%
10Y CAGR
-77.3%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
100.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.48
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.70
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
115.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +22.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -97.4%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
40%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-10.04.9-16.054.4————————22.4%
2025-56.7-21.9-79.5-43.5-46.9-4.014.6-15.9175.7-25.3-18.6-19.0-97.4%
202430.6-77.8-11.1-36.618.7-13.7-67.9-34.1-6.4-23.342.4-28.9-97.4%
20231.20.00.30.41.6-0.11.90.9-0.4-0.9-28.0-18.4-38.3%
20220.1-0.1-0.10.00.0-0.50.4-0.20.10.60.11.31.6%
2021———0.8-0.70.80.5-0.91.4-0.20.7-0.12.4%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 313.1%. The dominant macroeconomic risk driver is SHV.US, accounting for 78.9% of variance. Idiosyncratic stock-specific factors contribute 9.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2021-03-0110000
2021-04-0110082.815734989648
2021-05-0110010.351966873708
2021-06-0110093.167701863353
2021-07-0110144.927536231884
2021-08-0110051.75983436853
2021-09-0110196.687370600415
2021-10-0110175.983436853
2021-11-0110248.447204968945
2021-12-0110238.095238095237
2022-01-0110248.447204968945
2022-02-0110238.095238095237
2022-03-0110227.74327122153
2022-04-0110227.74327122153
2022-05-0110227.74327122153
2022-06-0110175.983436853
2022-07-0110217.391304347828
2022-08-0110201.863354037267
2022-09-0110207.03933747412
2022-10-0110269.151138716357
2022-11-0110274.327122153209
2022-12-0110403.726708074535
2023-01-0110527.950310559007
2023-02-0110527.950310559007
2023-03-0110559.006211180124
2023-04-0110600.414078674947
2023-05-0110766.045548654243
2023-06-0110755.693581780537
2023-07-0110962.732919254659
2023-08-0111066.252587991718
2023-09-0111024.844720496894
2023-10-0110921.325051759834
2023-11-017867.494824016563
2023-12-016418.219461697723
2024-01-018385.093167701863
2024-02-011863.3540372670807
2024-03-011656.3146997929607
2024-04-011050.7246376811593
2024-05-011247.4120082815734
2024-06-011076.6045548654242
2024-07-01345.7556935817805
2024-08-01227.74327122153207
2024-09-01213.25051759834366
2024-10-01163.56107660455487
2024-11-01232.91925465838509
2024-12-01165.63146997929604
2025-01-0171.7736369910283
2025-02-0156.07315389924085
2025-03-0111.507936507936508
2025-04-016.504485852311939
2025-05-013.450655624568668
2025-06-013.312629399585921
2025-07-013.795721187025535
2025-08-013.1918564527260176
2025-09-018.799171842650102
2025-10-016.573498964803313
2025-11-015.348516218081436
2025-12-014.330572808833678
2026-01-013.899240855762595
2026-02-014.089026915113871
2026-03-013.433402346445825
2026-04-015.300207039337473
Annual Return Matrix
YearAnnual Return
20220.016177957532861553
2023-0.3830845771144279
2024-0.9741935483870968
2025-0.9738541666666667
20260.22390438247011946
Total Factor Risk
3.130936282121414
VTI.US Exposure
0.02026514235001018
VEA.US Exposure
0.014129669017351517
VWO.US Exposure
0.006967932452180407
QQQ.US Exposure
0.022742585460946402
VTV.US Exposure
0.012091445795395
IJR.US Exposure
0.0009291540131890304
QUAL.US Exposure
0.0069243546702762865
SHV.US Exposure
0.7886468023647243
TLT.US Exposure
0.0016312871501048736
LQD.US Exposure
0.012956449677287991
HYG.US Exposure
0.0009957488093544932
GLD.US Exposure
0.004424898381612028
USO.US Exposure
0.003023464893130522
VNQ.US Exposure
0.0023283256607283987
BTC-USD.CC Exposure
0.0007288359755186522
CPER.US Exposure
-0.00020378243789334833
VIX.INDX Exposure
-0.0006046006815790879
UUP.US Exposure
0.00559865574575556
TIP.US Exposure
0.006119880512395489
Idiosyncratic Exposure
0.09030375018951092
Value Score
39.6
Growth Score
75
Profit Score
20.7
Health Score
34.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
313.1%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Extreme
Market Cap$45.2M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
1.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.73
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+31.5%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+2.6%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
81.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.64
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Death Cross
Bearish — 50 SMA below 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
71
OversoldNeutralOverbought
Overbought
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement-71.0%
50.0% retracement-65.3%
61.8% retracement-56.8%
% distance of current price from each 52-week Fibonacci support level.

Frequently Asked Questions & Methodology

Is AtlasClear Holdings, Inc. a high-risk investment?

AtlasClear Holdings, Inc. (ATCH.US) has an annualized volatility of 313.1% and experienced a maximum drawdown of 100.0% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of ATCH.US?

Over the past 10 years, ATCH.US has generated a Compound Annual Growth Rate (CAGR) of -77.3%. It has had a positive return in 40% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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