Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RMPL-P (RiverNorth Specialty Finance Corporation) NA 7.34% 5.37% 6.11% NA NA NA
Data as of 10/30/2024, Common starting date is 10/20/2017
More Performance Analytics Comparison
Name Start Date End Date
RMPL-P (RiverNorth Specialty Finance Corporation) 10/20/2017 10/30/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.04 7.34 5.37 6.11 NA NA NA 5.93 5.56 2.24 8.40 6.47 12.14 3.60 -0.78
Sharpe Ratio NA 0.27 0.33 0.31 NA NA NA 0.00 0.32 0.14 1.68 0.25 1.35 0.41 -0.59
Standard Deviation(%) NA 2.28 4.74 12.09 NA NA NA 2.07 4.07 6.39 4.98 25.11 7.93 5.53 8.22
Draw Down(%) NA 0.60 3.05 25.63 NA NA NA 0.60 2.70 3.05 1.62 25.63 3.77 2.25 1.80
Yield(%) 0.00 5.88 5.30 6.24 4.22 2.82 2.11 4.41 5.86 5.71 5.80 8.54 6.00 6.16 0.00
Data as of 10/30/2024, Common starting date is 10/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMPL-P (RiverNorth Specialty Finance Corporation) 5.15%
Apr 2021 – Apr 2024
5.68%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMPL-P (RiverNorth Specialty Finance Corporation) 11.27%
Mar 2020 – Mar 2023
6.91%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return