Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRSFX (RiverNorth Specialty Finance Corporation) | 3.45% | 5.00% | 7.16% | 4.72% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRSFX (RiverNorth Specialty Finance Corporation) | 10/06/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 5.00 | 7.16 | 4.72 | NA | NA | NA | … | … | 3.45 | 4.24 | 7.37 | 8.59 | -4.53 | 19.70 | 0.98 | -2.05 | 0.63 | 5.37 | 1.85 |
| Sharpe Ratio | NA | 0.74 | 1.30 | 0.62 | NA | NA | NA | … | … | 7.22 | 0.40 | 1.04 | 1.24 | -1.36 | 4.95 | 0.14 | -1.59 | -0.80 | 7.85 | 11.68 |
| Standard Deviation(%) | NA | 3.29 | 3.09 | 3.63 | NA | NA | NA | … | … | 0.80 | 3.35 | 3.60 | 4.01 | 4.40 | 3.97 | 5.09 | 2.22 | 0.94 | 0.60 | 0.67 |
| Draw Down(%) | NA | 2.75 | 3.61 | 6.99 | NA | NA | NA | … | … | 0.13 | 2.75 | 3.61 | 4.78 | 6.18 | 1.66 | 9.12 | 3.18 | 0.62 | 0.12 | 0.02 |
| Yield(%) | 0.00 | 10.21 | 9.90 | 8.68 | 7.11 | 4.74 | 3.56 | … | … | 4.48 | 10.01 | 9.96 | 9.80 | 9.88 | 9.88 | 9.58 | 7.21 | 9.38 | 8.88 | 1.41 |
Data as of 06/10/2026, Common starting date is 10/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRSFX (RiverNorth Specialty Finance Corporation) |
-2.89%
Jul 2017 – Jul 2020 |
2.48%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRSFX (RiverNorth Specialty Finance Corporation) |
9.47%
Jul 2020 – Jul 2023 |
8.57%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart