RSFYX vs. CLOZ
Compare and contrast key facts about Victory Floating Rate Fund (RSFYX) and Panagram Bbb-B Clo ETF (CLOZ).
RSFYX is managed by Victory Capital. It was launched on Dec 30, 2009. CLOZ is an actively managed fund by Panagram. It was launched on Jan 23, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSFYX or CLOZ.
Correlation
The correlation between RSFYX and CLOZ is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RSFYX vs. CLOZ - Performance Comparison
Key characteristics
RSFYX:
2.53
CLOZ:
6.88
RSFYX:
5.32
CLOZ:
9.64
RSFYX:
2.01
CLOZ:
3.70
RSFYX:
7.26
CLOZ:
8.52
RSFYX:
22.70
CLOZ:
54.47
RSFYX:
0.36%
CLOZ:
0.22%
RSFYX:
3.24%
CLOZ:
1.72%
RSFYX:
-21.41%
CLOZ:
-2.70%
RSFYX:
-0.37%
CLOZ:
0.00%
Returns By Period
In the year-to-date period, RSFYX achieves a 0.33% return, which is significantly lower than CLOZ's 1.44% return.
RSFYX
0.33%
0.20%
5.36%
8.03%
3.83%
4.18%
CLOZ
1.44%
0.88%
5.91%
11.72%
N/A
N/A
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RSFYX vs. CLOZ - Expense Ratio Comparison
RSFYX has a 0.79% expense ratio, which is higher than CLOZ's 0.50% expense ratio.
Risk-Adjusted Performance
RSFYX vs. CLOZ — Risk-Adjusted Performance Rank
RSFYX
CLOZ
RSFYX vs. CLOZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Floating Rate Fund (RSFYX) and Panagram Bbb-B Clo ETF (CLOZ). 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.
Dividends
RSFYX vs. CLOZ - Dividend Comparison
RSFYX's dividend yield for the trailing twelve months is around 9.10%, more than CLOZ's 8.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSFYX Victory Floating Rate Fund | 9.10% | 9.07% | 9.96% | 6.26% | 4.19% | 5.47% | 6.11% | 5.92% | 5.10% | 4.99% | 5.34% | 4.49% |
CLOZ Panagram Bbb-B Clo ETF | 8.78% | 9.09% | 8.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RSFYX vs. CLOZ - Drawdown Comparison
The maximum RSFYX drawdown since its inception was -21.41%, which is greater than CLOZ's maximum drawdown of -2.70%. Use the drawdown chart below to compare losses from any high point for RSFYX and CLOZ. For additional features, visit the drawdowns tool.
Volatility
RSFYX vs. CLOZ - Volatility Comparison
Victory Floating Rate Fund (RSFYX) has a higher volatility of 0.85% compared to Panagram Bbb-B Clo ETF (CLOZ) at 0.22%. This indicates that RSFYX's price experiences larger fluctuations and is considered to be riskier than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.