Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYM (B. Riley Financial, Inc. 6.375% Senior Notes due 2025) | NA | 31.15% | 6.87% | 7.31% | NA | NA | NA | … | … |
Data as of 02/27/2025, Common starting date is 02/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYM (B. Riley Financial, Inc. 6.375% Senior Notes due 2025) | 02/14/2020 | 02/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 31.15 | 6.87 | 7.31 | NA | NA | NA | … | … | 10.66 | 16.43 | -0.13 | -7.63 | 9.52 | 6.82 |
| Sharpe Ratio | NA | 0.39 | 0.06 | 0.10 | NA | NA | NA | … | … | 5.82 | 0.16 | -0.16 | -0.76 | 1.75 | 0.09 |
| Standard Deviation(%) | NA | 62.53 | 40.41 | 46.32 | NA | NA | NA | … | … | 15.37 | 63.28 | 26.84 | 11.84 | 5.41 | 81.26 |
| Draw Down(%) | NA | 44.36 | 44.36 | 58.90 | NA | NA | NA | … | … | 2.10 | 44.36 | 19.18 | 12.73 | 2.06 | 59.47 |
| Yield(%) | 0.00 | 7.78 | 6.32 | 6.43 | 3.14 | 2.09 | 1.57 | … | … | 1.72 | 7.39 | 6.91 | 6.11 | 6.29 | 4.53 |
Data as of 02/27/2025, Common starting date is 02/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYM (B. Riley Financial, Inc. 6.375% Senior Notes due 2025) |
-6.35%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYM (B. Riley Financial, Inc. 6.375% Senior Notes due 2025) |
12.80%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart