CLOZ vs. RPIDX

In the year-to-date period, CLOZ achieves a 2.45% return, which is significantly higher than RPIDX's 1.90% return.

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CLOZ has a 0.50% expense ratio, which is lower than RPIDX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Panagram Bbb-B Clo ETF (CLOZ) and T. Rowe Price Dynamic Credit Fund (RPIDX). 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.

The current CLOZ Sharpe Ratio is 1.79, which is comparable to the RPIDX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of CLOZ and RPIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CLOZ's dividend yield for the trailing twelve months is around 8.50%, more than RPIDX's 6.66% yield.

The maximum CLOZ drawdown since its inception was -5.33%, smaller than the maximum RPIDX drawdown of -19.95%. Use the drawdown chart below to compare losses from any high point for CLOZ and RPIDX.

Panagram Bbb-B Clo ETF (CLOZ) has a higher volatility of 1.50% compared to T. Rowe Price Dynamic Credit Fund (RPIDX) at 0.71%. This indicates that CLOZ's price experiences larger fluctuations and is considered to be riskier than RPIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.