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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 AAF 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 1.86% return, which is significantly lower than CLOC's 2.34% return.


AAA

1D
-0.22%
1M
0.67%
YTD
1.86%
6M
2.19%
1Y
5.39%
3Y*
6.50%
5Y*
4.64%
10Y*

CLOC

1D
0.00%
1M
0.62%
YTD
2.34%
6M
2.78%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAA vs. CLOC - Yearly Performance Comparison


2026 (YTD)2025
AAA
AAF First Priority CLO Bond ETF
1.86%1.04%
CLOC
AAM Crescent CLO ETF
2.34%0.93%

Correlation

The correlation between AAA and CLOC is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 24, 2025

-0.12

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Return for Risk

AAA vs. CLOC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAA
AAA Risk / Return Rank: 8585
Overall Rank
AAA Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
AAA Sortino Ratio Rank: 8787
Sortino Ratio Rank
AAA Omega Ratio Rank: 7777
Omega Ratio Rank
AAA Calmar Ratio Rank: 9696
Calmar Ratio Rank
AAA Martin Ratio Rank: 9494
Martin Ratio Rank

CLOC
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.

AAA vs. CLOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAF 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.


AAACLOCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.47

Calmar ratioReturn relative to maximum drawdown

8.98

Martin ratioReturn relative to average drawdown

27.78

AAA vs. CLOC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AAACLOCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.05

Sharpe Ratio (All Time)

Calculated using the full available price history

1.93

6.09

-4.16

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

-0.22%

0.00%

-0.22%

Average Drawdown

Average peak-to-trough decline

-0.30%

-0.07%

-0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.19%

Volatility

AAA vs. CLOC - Volatility Comparison


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Volatility by Period


AAACLOCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

Volatility (6M)

Calculated over the trailing 6-month period

1.76%

Volatility (1Y)

Calculated over the trailing 1-year period

2.30%

0.91%

+1.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.28%

0.91%

+1.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.15%

0.91%

+1.24%

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 4.90%, more than CLOC's 3.67% yield.


PositionTTM202520242023202220212020
AAA
AAF First Priority CLO Bond ETF
4.90%5.11%6.17%6.11%2.78%1.06%0.32%
CLOC
AAM Crescent CLO ETF
3.67%1.15%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AAA and CLOC have a correlation of -0.12, 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 4.90%, compared with 3.67% for CLOC.

They also come from different issuers: Alternative Access Funds LLC 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

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