Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYN (B. Riley Financial Inc) | 21.17% | 145.00% | 19.72% | 7.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYN (B. Riley Financial Inc) | 09/25/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 145.00 | 19.72 | 7.92 | NA | NA | NA | … | … | 21.17 | 96.63 | -21.91 | -15.23 | -11.22 | 8.91 | 10.22 | 0.95 |
| Sharpe Ratio | NA | 3.96 | 0.27 | 0.11 | NA | NA | NA | … | … | 5.95 | 1.76 | -0.27 | -0.60 | -0.87 | 1.07 | 0.14 | 0.54 |
| Standard Deviation(%) | NA | 32.22 | 63.78 | 50.79 | NA | NA | NA | … | … | 9.90 | 53.42 | 93.55 | 31.84 | 14.61 | 8.34 | 70.47 | 4.65 |
| Draw Down(%) | NA | 12.68 | 65.63 | 66.86 | NA | NA | NA | … | … | 3.24 | 46.46 | 65.63 | 26.36 | 18.05 | 2.58 | 57.01 | 1.07 |
| Yield(%) | 0.00 | 14.76 | 8.37 | 6.23 | 4.27 | 2.85 | 2.13 | … | … | 3.78 | 13.19 | 9.20 | 7.46 | 6.17 | 6.37 | 6.43 | 0.68 |
Data as of 06/05/2026, Common starting date is 09/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYN (B. Riley Financial Inc) |
-18.35%
Apr 2022 – Apr 2025 |
-6.74%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYN (B. Riley Financial Inc) |
19.52%
Mar 2023 – Mar 2026 |
8.14%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart