Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILY (B. Riley Financial, Inc.) | 81.37% | 189.08% | -36.89% | -30.21% | 3.94% | 6.21% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILY (B. Riley Financial, Inc.) | 08/13/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.22 | 189.08 | -36.89 | -30.21 | 3.94 | 6.21 | NA | … | … | 81.37 | 4.14 | -77.28 | -30.80 | -58.43 | 123.26 | 82.78 | 89.32 | -18.61 | 2.41 | 89.71 | 1.16 | 77.45 | -9.68 | 158.33 | -75.51 | -86.76 | -59.96 | 0.98 | 0.55 |
| Sharpe Ratio | NA | 1.83 | -0.36 | -0.35 | 0.03 | NA | NA | … | … | 3.30 | 0.01 | -0.61 | -0.45 | -1.04 | 2.77 | 1.43 | 2.63 | -0.61 | 0.05 | 2.03 | 0.03 | 0.63 | -0.09 | 1.73 | -0.58 | -0.71 | -0.64 | 0.01 | -0.10 |
| Standard Deviation(%) | NA | 101.98 | 112.10 | 94.08 | 72.94 | NA | NA | … | … | 90.42 | 108.35 | 137.18 | 78.85 | 57.75 | 44.48 | 57.33 | 33.44 | 32.78 | 34.19 | 44.10 | 42.18 | 123.30 | 107.96 | 92.65 | 130.23 | 122.98 | 93.33 | 9.22 | 10.38 |
| Draw Down(%) | NA | 50.60 | 94.75 | 96.02 | 96.02 | NA | NA | … | … | 35.44 | 56.11 | 88.83 | 67.68 | 61.25 | 26.58 | 47.07 | 14.37 | 37.88 | 34.60 | 25.94 | 30.90 | 53.33 | 63.27 | 50.00 | 88.33 | 91.14 | 67.75 | 8.84 | 3.08 |
| Yield(%) | 0.00 | 0.00 | 2.68 | 3.18 | 20.49 | 22.73 | 0.56 | … | … | 0.00 | 0.00 | 4.15 | 11.70 | 4.58 | 16.09 | 3.69 | 9.88 | 4.04 | 3.65 | 2.93 | 1.19 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILY (B. Riley Financial, Inc.) |
-77.69%
Sep 2008 – Sep 2011 |
-51.29%
Jan 2009 – Jan 2014 |
-21.75%
Dec 2008 – Dec 2018 |
-14.55%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILY (B. Riley Financial, Inc.) |
97.69%
Dec 2018 – Dec 2021 |
60.10%
Jun 2016 – Jun 2021 |
48.22%
Dec 2011 – Dec 2021 |
6.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart