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
CLOZ (Panagram Bbb-B Clo ETF) 2.90% 6.67% 10.53% NA NA NA NA
Data as of 06/10/2026, Common starting date is 01/24/2023
More Performance Analytics Comparison
Name Start Date End Date
CLOZ (Panagram Bbb-B Clo ETF) 01/24/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.23 6.67 10.53 NA NA NA NA 2.90 5.98 11.84 14.92
Sharpe Ratio NA 1.00 1.97 NA NA NA NA 0.66 0.63 4.42 3.52
Standard Deviation(%) NA 3.46 3.71 NA NA NA NA 4.79 4.91 1.86 3.52
Draw Down(%) NA 3.90 5.33 NA NA NA NA 3.90 5.33 1.39 2.70
Yield(%) 0.00 7.30 8.84 6.03 3.01 2.01 1.51 2.94 7.49 9.24 9.25
Data as of 06/10/2026, Common starting date is 01/24/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLOZ (Panagram Bbb-B Clo ETF) 9.41%
Feb 2023 – Feb 2026
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
CLOZ (Panagram Bbb-B Clo ETF) 10.77%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return