Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYI (B. Riley Financial Inc. 6.875% Senior Notes due 2023) | NA | 11.54% | 7.94% | NA | NA | NA | NA | … | … |
Data as of 10/21/2021, Common starting date is 09/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYI (B. Riley Financial Inc. 6.875% Senior Notes due 2023) | 09/13/2018 | 10/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 11.54 | 7.94 | NA | NA | NA | NA | … | … | 10.86 | 3.62 | 9.53 | -5.99 |
| Sharpe Ratio | NA | 2.34 | 0.28 | NA | NA | NA | NA | … | … | 2.43 | 0.07 | 0.93 | -1.70 |
| Standard Deviation(%) | NA | 5.71 | 28.88 | NA | NA | NA | NA | … | … | 5.62 | 48.58 | 8.76 | 11.92 |
| Draw Down(%) | NA | 1.56 | 40.19 | NA | NA | NA | NA | … | … | 1.50 | 39.79 | 3.52 | 8.31 |
| Yield(%) | 1.68 | 6.96 | 6.85 | 4.14 | 2.07 | 1.38 | 1.03 | … | … | 6.76 | 6.69 | 7.17 | 0.00 |
Data as of 10/21/2021, Common starting date is 09/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYI (B. Riley Financial Inc. 6.875% Senior Notes due 2023) |
0.00%
NA |
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 |
|---|---|---|---|---|
| RILYI (B. Riley Financial Inc. 6.875% Senior Notes due 2023) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart