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AAA vs. CLOC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AAA vs. CLOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alternative Access First Priority CLO Bond ETF (AAA) and AAM Crescent CLO ETF (CLOC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AAA achieves a 2.38% return, which is significantly lower than CLOC's 3.12% return.


AAA

1D
0.04%
1M
0.25%
6M
2.05%
YTD
2.38%
1Y
4.44%
3Y*
6.08%
5Y*
4.70%
10Y*
ALL TIME*
4.08%

CLOC

1D
0.04%
1M
0.46%
6M
2.33%
YTD
3.12%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$104.67K$160.03K$268.18K
$47.16K$51.25K$91.02K

AAA vs. CLOC - Yearly Performance Comparison


Correlation

The correlation between AAA and CLOC is -0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 23, 2025

-0.08

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Return for Risk

AAA vs. CLOC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AAA
AAA Risk / Return Rank: 9191
Overall Rank
AAA Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
AAA Sortino Ratio Rank: 9191
Sortino Ratio Rank
AAA Omega Ratio Rank: 8787
Omega Ratio Rank
AAA Calmar Ratio Rank: 9797
Calmar Ratio Rank
AAA Martin Ratio Rank: 9696
Martin Ratio Rank

CLOC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AAA vs. CLOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alternative Access First Priority CLO Bond ETF (AAA) and AAM Crescent CLO ETF (CLOC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AAACLOCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

7.57

Martin ratioReturn relative to average drawdown

24.65

AAA vs. CLOC - Sharpe Ratio Comparison


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Drawdowns

AAA vs. CLOC - Drawdown Comparison

The maximum AAA drawdown since its inception was -2.63%, which is greater than CLOC's maximum drawdown of -0.54%. Use the drawdown chart below to compare losses from any high point for AAA and CLOC.


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Drawdown Indicators


AAACLOCDifference

Max Drawdown

Largest peak-to-trough decline

-2.63%

-0.54%

-2.09%

Max Drawdown (1Y)

Largest decline over 1 year

-0.60%

Max Drawdown (3Y)

Largest decline over 3 years

-2.40%

Max Drawdown (5Y)

Largest decline over 5 years

-2.63%

Current Drawdown

Current decline from peak

-0.12%

0.00%

-0.12%

Average Drawdown

Average peak-to-trough decline

-0.30%

-0.06%

-0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.18%

Volatility

AAA vs. CLOC - Volatility Comparison


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Volatility by Period


AAACLOCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

Volatility (6M)

Calculated over the trailing 6-month period

1.73%

Volatility (1Y)

Calculated over the trailing 1-year period

2.34%

0.89%

+1.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.31%

0.89%

+1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.15%

0.89%

+1.26%

AAA vs. CLOC - Expense Ratio Comparison

AAA has a 0.25% expense ratio, which is lower than CLOC's 0.49% expense ratio.


Dividends

AAA vs. CLOC - Dividend Comparison

AAA's dividend yield for the trailing twelve months is around 4.82%, more than CLOC's 4.72% yield.


PositionTTM202520242023202220212020
AAA
Alternative Access First Priority CLO Bond ETF
4.82%5.11%6.17%6.11%2.78%1.06%0.32%
CLOC
AAM Crescent CLO ETF
4.72%1.15%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AAA and CLOC have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AAA is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AAA is cheaper with a 0.25% expense ratio, compared with 0.49% for CLOC.

AAA has the higher dividend yield at 4.82%, compared with 4.72% for CLOC.

They also come from different issuers: Alternative Access and AAM. Their fees differ too: 0.25% for AAA and 0.49% for CLOC.

Portfolio Optimizer

Find the right allocation for AAA and CLOC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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