Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RILYP (B. Riley Financial Inc) | -64.20% | -87.58% | -49.73% | -31.68% | NA | NA | NA | -33.10% |
Data as of 06/30/2025, AR inception is 10/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYP (B. Riley Financial Inc) | 10/07/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.44 | -87.58 | -49.73 | -31.68 | NA | NA | NA | -33.10 | -64.20 | -62.97 | 1.59 | -21.02 | 12.38 | 8.37 | 3.49 |
| Sharpe Ratio | NA | -0.58 | -0.55 | -0.45 | NA | NA | NA | -0.41 | -0.76 | -0.52 | -0.06 | -1.00 | 1.16 | 0.12 | 3.09 |
| Standard Deviation(%) | NA | 154.22 | 95.21 | 74.18 | NA | NA | NA | 74.48 | 117.92 | 134.33 | 45.20 | 22.47 | 10.66 | 65.61 | 4.76 |
| Draw Down(%) | NA | 90.25 | 91.11 | 91.53 | NA | NA | NA | 91.53 | 77.61 | 78.74 | 40.33 | 25.62 | 3.94 | 57.88 | 1.43 |
| Yield(%) | 0.00 | 4.56 | 6.55 | 7.25 | 3.52 | 2.34 | 1.76 | 7.03 | 0.00 | 9.22 | 8.75 | 6.37 | 6.80 | 6.74 | 0.44 |
Data as of 06/30/2025, AR inception is 10/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYP (B. Riley Financial Inc) |
-48.40%
May 2022 - May 2025 |
-28.30%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYP (B. Riley Financial Inc) |
10.75%
Mar 2020 - Mar 2023 |
-15.01%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart