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Inception Date
Feb 28, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$4M

Share Price Chart


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Performance

FLDZ Performance Chart

RiverNorth Patriot ETF (FLDZ) is up 4.3% since the beginning of the year. FLDZ is currently trading at $30 per share.


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S&P 500 Index

Returns By Period

RiverNorth Patriot ETF (FLDZ) has returned 4.32% so far this year and 8.06% over the past 12 months.


RiverNorth Patriot ETF

1D
-0.20%
1M
-0.80%
YTD
4.32%
6M
3.13%
1Y
8.06%
3Y*
13.19%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLDZ Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2022, FLDZ's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.

Historically, 52% of months were positive and 48% were negative. The best month was Jul 2022 with a return of +9.3%, while the worst month was Jun 2022 at -9.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FLDZ closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +7.0%, while the worst single day was Apr 4, 2025 at -5.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.79%2.65%-4.25%6.00%-1.09%-0.54%4.32%
20254.90%-1.97%-2.44%-2.03%4.01%2.76%-0.10%2.56%0.35%-2.65%2.98%-1.48%6.66%
2024-1.52%5.22%5.62%-4.87%2.80%-0.76%6.10%1.27%1.92%-0.54%8.94%-7.98%15.99%
20236.07%-3.06%-2.86%1.52%-4.24%7.45%4.96%-3.49%-4.16%-3.19%7.38%6.50%12.15%
2022-6.33%1.38%2.18%-6.25%1.47%-9.87%9.34%-0.56%-8.64%8.58%3.70%-5.41%-11.99%

Benchmark Metrics

RiverNorth Patriot ETF has an annualized alpha of -2.92%, beta of 0.84, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 04, 2022.

  • This ETF participated in 94.08% of S&P 500 Index downside but only 74.49% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.92% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-2.92%
Beta
0.84
0.74
Upside Capture
74.49%
Downside Capture
94.08%

Expense Ratio

FLDZ has an expense ratio of 0.77%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FLDZ ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FLDZ Risk / Return Rank: 2424
Overall Rank
FLDZ Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
FLDZ Sortino Ratio Rank: 2121
Sortino Ratio Rank
FLDZ Omega Ratio Rank: 2121
Omega Ratio Rank
FLDZ Calmar Ratio Rank: 2828
Calmar Ratio Rank
FLDZ Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for RiverNorth Patriot ETF (FLDZ) and compare them to S&P 500 Index.


FLDZBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-1.97

Omega ratioGain probability vs. loss probability

1.13

1.41

-0.28

Calmar ratioReturn relative to maximum drawdown

1.30

2.93

-1.63

Martin ratioReturn relative to average drawdown

3.94

13.52

-9.58

Dividends

Dividend History

RiverNorth Patriot ETF provided a 1.48% dividend yield over the last twelve months, with an annual payout of $0.45 per share.


1.20%1.30%1.40%1.50%$0.00$0.10$0.20$0.30$0.402022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.45$0.45$0.32$0.33$0.33

Dividend yield

1.48%1.54%1.17%1.39%1.52%

Monthly Dividends

The table displays the monthly dividend distributions for RiverNorth Patriot ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.45
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2022$0.33$0.33

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the RiverNorth Patriot ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the RiverNorth Patriot ETF was 19.54%, occurring on Jun 16, 2022. Recovery took 422 trading sessions.

The current RiverNorth Patriot ETF drawdown is 1.72%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-19.54%Jun 2022
5mo 12d1y 8mo
2y 1moJan 2022 - Feb 2024
2025 selloff2025
-17.43%Apr 2025
4mo 7d5mo 6d
9mo 13dDec 2024 - Sep 2025
2024 pullback2024
-6.47%Apr 2024
17d2mo 25d
3mo 12dApr 2024 - Jul 2024
2026 pullback2026
-6.25%Mar 2026
1mo 1d18d
1mo 19dFeb 2026 - Apr 2026
2025 pullback2025
-6.22%Nov 2025
2mo 9d1mo 17d
3mo 26dSep 2025 - Jan 2026

Drawdown Indicators


FLDZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.54%

-56.78%

+37.24%

Max Drawdown (1Y)

Largest decline over 1 year

-6.25%

-9.10%

+2.85%

Max Drawdown (3Y)

Largest decline over 3 years

-17.43%

-18.90%

+1.47%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.72%

-0.74%

-0.98%

Average Drawdown

Average peak-to-trough decline

-5.98%

-10.72%

+4.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.97%

+0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FLDZ

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