(CLOZ) Panagram Bbb-B Clo - Performance 6.3% in 12m
Compare CLOZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
38.71%
#14 in Group
Rel. Strength
54.30%
#3672 in Universe
Total Return 12m
6.29%
#1 in Group
Total Return 5y
27.38%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: CLOZ (6.3%) vs TLT (4.1%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.76% | 5.36% | 36.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.21% | 5.71% | 37.3% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.09% | 6.26% | 36.7% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.69% | 5.41% | 39.4% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.18% | 6.33% | 33.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
-0.39% | 5.58% | 36% | - | - | - | - | - |
| PFRL NYSE ARCA PGIM Trust |
-1.23% | 5.13% | 25.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
-0.48% | 5.39% | 23.8% | - | - | - | - | - |
Performance Comparison: CLOZ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for CLOZ
| Total Return (including Dividends) | CLOZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.46% | 0.34% | -2.90% |
| 3 Months | -1.67% | 1.77% | -7.85% |
| 12 Months | 6.29% | 4.06% | 9.33% |
| 5 Years | 27.38% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | CLOZ | TLT | S&P 500 |
| 1 Month | -28.8% | -64.4% | -35.6% |
| 3 Months | -85.4% | 9.6% | -89.7% |
| 12 Months | 88.6% | -12.9% | 58.3% |
| 5 Years | 98.9% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #10 | -0.79% | 2.51% |
| 3 Month | #17 | -3.38% | 6.71% |
| 12 Month | #5 | 2.14% | -2.78% |
| 5 Years | #10 | 41.2% | -10.2% |
FAQs
Does CLOZ Panagram Bbb-B Clo outperforms the market?
Yes,
over the last 12 months CLOZ made 6.29%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.06%.
Over the last 3 months CLOZ made -1.67%, while TLT made 1.77%.
Over the last 3 months CLOZ made -1.67%, while TLT made 1.77%.
Performance Comparison CLOZ vs Indeces and Sectors
CLOZ vs. Indices CLOZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.48% | 2.44% | 6.26% | -3.04% |
| US NASDAQ 100 | QQQ | -7.44% | 1.42% | 5.98% | -3.58% |
| US Dow Jones Industrial 30 | DIA | -3.41% | 4.68% | 6.37% | 0.11% |
| German DAX 40 | DAX | -2.82% | 1.43% | -12.0% | -15.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.05% | 3.11% | 7.89% | 1.11% |
| Hongkong Hang Seng | HSI | -3.21% | 3.08% | 5.17% | -4.01% |
| India NIFTY 50 | INDA | 1.95% | -2.51% | 5.18% | 4.95% |
| Brasil Bovespa | EWZ | -5.23% | -2.78% | 2.91% | 14.6% |
CLOZ vs. Sectors CLOZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.34% | 3.89% | -2.11% | -14.2% |
| Consumer Discretionary | XLY | -7.83% | 2.37% | 3.04% | -4.46% |
| Consumer Staples | XLP | 1.98% | -0.50% | 0.84% | -3.09% |
| Energy | XLE | -2.13% | 10.8% | 7.80% | 18.0% |
| Financial | XLF | -3.52% | 3.84% | -0.85% | -13.4% |
| Health Care | XLV | -2.46% | 4.31% | 8.12% | 6.40% |
| Industrial | XLI | -3.65% | 2.46% | 5.90% | 0.26% |
| Materials | XLB | -2.23% | 4.18% | 13.6% | 13.0% |
| Real Estate | XLRE | -0.65% | 1.71% | 8.42% | -7.46% |
| Technology | XLK | -9.29% | 0.98% | 10.8% | 1.69% |
| Utilities | XLU | -1.33% | -1.49% | 3.64% | -13.9% |
| Aerospace & Defense | XAR | -5.04% | -3.21% | -5.30% | -18.2% |
| Biotech | XBI | -4.61% | 5.71% | 20.2% | 12.3% |
| Homebuilder | XHB | -3.73% | 4.77% | 21.8% | 16.0% |
| Retail | XRT | -2.69% | 1.95% | 11.2% | 11.2% |