Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) | 58.43% | 259.71% | 17.69% | 5.73% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) | 01/27/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 259.71 | 17.69 | 5.73 | NA | NA | NA | … | … | 58.43 | 69.95 | -31.70 | -13.59 | -18.79 | 5.52 |
| Sharpe Ratio | NA | 4.30 | 0.24 | 0.05 | NA | NA | NA | … | … | 7.35 | 0.93 | -0.40 | -0.43 | -1.22 | 0.73 |
| Standard Deviation(%) | NA | 58.30 | 69.59 | 55.59 | NA | NA | NA | … | … | 28.32 | 72.58 | 89.18 | 40.05 | 16.57 | 8.11 |
| Draw Down(%) | NA | 25.31 | 70.00 | 72.72 | NA | NA | NA | … | … | 7.41 | 58.33 | 61.60 | 31.70 | 23.97 | 3.76 |
| Yield(%) | 0.00 | 23.04 | 8.23 | 5.85 | 3.12 | 2.08 | 1.56 | … | … | 5.33 | 15.97 | 9.13 | 7.58 | 5.88 | 4.54 |
Data as of 06/05/2026, Common starting date is 01/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) |
-31.00%
May 2022 – May 2025 |
1.10%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) |
19.26%
May 2023 – May 2026 |
5.58%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart