RSFYX vs. CLOZ

In the year-to-date period, RSFYX achieves a 1.39% return, which is significantly lower than CLOZ's 2.45% return.

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RSFYX has a 0.79% expense ratio, which is higher than CLOZ's 0.50% expense ratio.

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.

The current RSFYX Sharpe Ratio is 2.06, which is comparable to the CLOZ Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of RSFYX and CLOZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RSFYX's dividend yield for the trailing twelve months is around 9.79%, more than CLOZ's 8.50% yield.

The maximum RSFYX drawdown since its inception was -21.41%, which is greater than CLOZ's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for RSFYX and CLOZ.

The current volatility for Victory Floating Rate Fund (RSFYX) is 1.11%, while Panagram Bbb-B Clo ETF (CLOZ) has a volatility of 1.51%. This indicates that RSFYX experiences smaller price fluctuations and is considered to be less risky than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.