Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYO (B Riley Financial Inc) | NA | 11.72% | 6.05% | 7.38% | NA | NA | NA | … | … |
Data as of 05/30/2024, Common starting date is 05/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYO (B Riley Financial Inc) | 05/09/2019 | 05/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 11.72 | 6.05 | 7.38 | NA | NA | NA | … | … | 7.46 | 6.26 | 0.85 | 7.02 | 8.24 | 6.39 |
| Sharpe Ratio | NA | 0.76 | 0.39 | 0.19 | NA | NA | NA | … | … | 2.05 | 0.15 | -0.08 | 1.44 | 0.12 | 1.15 |
| Standard Deviation(%) | NA | 10.35 | 9.27 | 29.93 | NA | NA | NA | … | … | 7.49 | 13.19 | 7.17 | 4.86 | 64.55 | 7.61 |
| Draw Down(%) | NA | 9.09 | 9.09 | 55.58 | NA | NA | NA | … | … | 1.75 | 9.09 | 5.94 | 1.68 | 55.37 | 3.53 |
| Yield(%) | 0.00 | 7.01 | 6.54 | 6.79 | 3.37 | 2.25 | 1.69 | … | … | 3.46 | 6.83 | 6.52 | 6.57 | 6.56 | 3.25 |
Data as of 05/30/2024, Common starting date is 05/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYO (B Riley Financial Inc) |
4.16%
Oct 2019 – Oct 2022 |
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 |
|---|---|---|---|---|
| RILYO (B Riley Financial Inc) |
16.12%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart