Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYK (B. Riley Financial Inc. 5.50% Senior Notes Due 2026) | 3.53% | 24.25% | 17.14% | NA | NA | NA | NA | … | … |
Data as of 03/30/2026, Common starting date is 03/31/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYK (B. Riley Financial Inc. 5.50% Senior Notes Due 2026) | 03/31/2021 | 03/30/2026 |
| 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 (%) | 0.20 | 24.25 | 17.14 | NA | NA | NA | NA | … | … | 3.53 | 32.11 | 21.26 | -15.29 | -7.53 | 5.09 |
| Sharpe Ratio | NA | 0.57 | 0.27 | 0.10 | NA | NA | NA | … | … | 3.60 | 0.73 | 0.24 | -0.71 | -0.66 | 0.98 |
| Standard Deviation(%) | NA | 37.20 | 50.25 | 39.91 | NA | NA | NA | … | … | 3.60 | 40.08 | 73.59 | 26.76 | 13.68 | 6.91 |
| Draw Down(%) | NA | 34.69 | 56.72 | 59.39 | NA | NA | NA | … | … | 0.57 | 38.43 | 56.72 | 22.05 | 13.92 | 7.23 |
| Yield(%) | 0.00 | 6.36 | 7.17 | 5.31 | 2.66 | 1.77 | 1.33 | … | … | 1.40 | 6.95 | 7.56 | 6.16 | 5.37 | 3.23 |
Data as of 03/30/2026, Common starting date is 03/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYK (B. Riley Financial Inc. 5.50% Senior Notes Due 2026) |
-11.77%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| RILYK (B. Riley Financial Inc. 5.50% Senior Notes Due 2026) |
11.37%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart