Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RILY (B. Riley Financial, Inc.) -35.29% -82.98% -55.90% -27.91% -6.33% -11.07% NA -18.88%
Data as of 06/30/2025, AR inception is 08/13/2007
More Performance Analytics Comparison
Name Start Date End Date
RILY (B. Riley Financial, Inc.) 08/13/2007 06/30/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.34 -82.98 -55.90 -27.91 -6.33 -11.07 NA -18.88 -35.29 -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 -0.65 -0.59 -0.34 -0.11 NA NA -0.23 -0.64 -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 132.40 102.26 84.49 66.45 NA NA 82.57 98.62 137.18 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 85.87 94.75 96.02 96.02 NA NA 99.29 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 5.52 15.10 20.57 4.52 0.56 0.66 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 06/30/2025, AR inception 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
-4.86%
Jul 2008 - Jul 2023
Annualized Rolling Returns Comparison Chart