Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RILYG (B. Riley Financial Inc. 5.00% Senior Notes due 2026) | NA | 20.91% | 7.84% | NA | NA | NA | NA | 7.60% |
Data as of 07/23/2021, AR inception is 12/15/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYG (B. Riley Financial Inc. 5.00% Senior Notes due 2026) | 12/15/2017 | 07/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 20.91 | 7.84 | NA | NA | NA | NA | 7.60 | 5.25 | 4.90 | 18.71 | -9.89 | 1.44 |
| Sharpe Ratio | NA | 2.75 | 0.17 | NA | NA | NA | NA | 0.14 | 3.39 | 0.07 | 2.66 | -1.43 | 8.61 |
| Standard Deviation(%) | NA | 7.60 | 41.37 | NA | NA | NA | NA | 37.86 | 2.84 | 70.99 | 6.56 | 7.82 | 5.60 |
| Draw Down(%) | NA | 3.65 | 59.32 | NA | NA | NA | NA | 59.32 | 0.79 | 59.26 | 2.55 | 11.78 | 0.37 |
| Yield(%) | 0.00 | 8.02 | 6.68 | 3.98 | 1.99 | 1.33 | 1.00 | 6.64 | 5.34 | 7.00 | 7.74 | 0.00 | 0.00 |
Data as of 07/23/2021, AR inception is 12/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYG (B. Riley Financial Inc. 5.00% Senior Notes due 2026) |
6.06%
Jan 2018 - Jan 2021 |
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 |
|---|---|---|---|---|
| RILYG (B. Riley Financial Inc. 5.00% Senior Notes due 2026) |
7.29%
May 2018 - May 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart