Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILYZ (B. Riley Financial Inc. 5.25% Senior Notes due 2028) | 68.83% | 277.01% | 18.92% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILYZ (B. Riley Financial Inc. 5.25% Senior Notes due 2028) | 08/09/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 277.01 | 18.92 | NA | NA | NA | NA | … | … | 68.83 | 72.97 | -31.82 | -20.93 | -22.63 | 1.30 |
| Sharpe Ratio | NA | 5.31 | 0.25 | NA | NA | NA | NA | … | … | 6.10 | 1.09 | -0.44 | -0.66 | -1.25 | 0.83 |
| Standard Deviation(%) | NA | 51.69 | 63.70 | NA | NA | NA | NA | … | … | 38.85 | 64.78 | 80.74 | 37.78 | 19.29 | 3.96 |
| Draw Down(%) | NA | 32.35 | 67.74 | NA | NA | NA | NA | … | … | 7.26 | 56.06 | 59.22 | 34.20 | 28.63 | 1.63 |
| Yield(%) | 0.00 | 22.39 | 7.97 | 4.97 | 2.48 | 1.66 | 1.24 | … | … | 5.46 | 15.79 | 9.30 | 7.07 | 5.25 | 1.22 |
Data as of 06/05/2026, Common starting date is 08/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILYZ (B. Riley Financial Inc. 5.25% Senior Notes due 2028) |
-32.55%
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 |
|---|---|---|---|---|
| RILYZ (B. Riley Financial Inc. 5.25% Senior Notes due 2028) |
18.93%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart