Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) | -30.20% | -58.56% | -28.66% | NA | NA | NA | NA | -22.92% |
Data as of 06/30/2025, AR inception is 01/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) | 01/27/2021 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.00 | -58.56 | -28.66 | NA | NA | NA | NA | -22.92 | -30.20 | -31.70 | -13.59 | -18.79 | 5.52 |
| Sharpe Ratio | NA | -0.54 | -0.42 | NA | NA | NA | NA | -0.37 | -0.41 | -0.40 | -0.43 | -1.22 | 0.73 |
| Standard Deviation(%) | NA | 97.62 | 64.61 | NA | NA | NA | NA | 53.55 | 76.18 | 89.18 | 40.05 | 16.57 | 8.11 |
| Draw Down(%) | NA | 66.96 | 71.15 | NA | NA | NA | NA | 72.72 | 58.33 | 61.60 | 31.70 | 23.97 | 3.76 |
| Yield(%) | 0.00 | 8.77 | 6.57 | 5.06 | 2.53 | 1.69 | 1.26 | 6.32 | 7.99 | 9.13 | 7.58 | 5.88 | 4.54 |
Data as of 06/30/2025, AR inception is 01/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) |
-31.00%
May 2022 - May 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 |
|---|---|---|---|---|
| RILYT (B. Riley Financial Inc. 6.00% Senior Notes Due 2028) |
-2.37%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart