(CLOZ) Panagram Bbb-B Clo - Performance 7.5% in 12m
Compare CLOZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
38.90%
#13 in Group
Rel. Strength
54.93%
#3587 in Universe
Total Return 12m
7.46%
#1 in Group
Total Return 5y
28.79%
#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 (7.5%) vs TLT (2.8%)
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 |
|---|---|---|---|---|---|---|---|---|
| FTSL NASDAQ First Trust Senior Loan |
0.68% | 6.5% | 37.9% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.6% | 5.96% | 38.6% | - | - | - | - | - |
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.18% | 5.67% | 37.5% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.35% | 5.48% | 40.1% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.91% | 6.59% | 35.2% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
0.43% | 5.83% | 37.9% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
0.32% | 5.72% | 24.4% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
0.46% | 5.71% | 21.7% | - | - | - | - | - |
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 | 0.38% | -3.69% | 0.40% |
| 3 Months | -0.87% | 0.55% | -4.90% |
| 12 Months | 7.46% | 2.77% | 13.65% |
| 5 Years | 28.79% | -39.88% | 114.96% |
| Trend Score (consistency of price movement) | CLOZ | TLT | S&P 500 |
| 1 Month | 80.3% | -5.7% | 74.8% |
| 3 Months | -82.8% | -7.3% | -84.7% |
| 12 Months | 87.4% | -20.1% | 53.5% |
| 5 Years | 98.8% | -89.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #9 | 4.23% | -0.02% |
| 3 Month | #15 | -1.42% | 4.24% |
| 12 Month | #2 | 4.56% | -5.45% |
| 5 Years | #10 | 44.1% | -11.8% |
FAQs
Does CLOZ Panagram Bbb-B Clo outperforms the market?
Yes,
over the last 12 months CLOZ made 7.46%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 2.77%.
Over the last 3 months CLOZ made -0.87%, while TLT made 0.55%.
Over the last 3 months CLOZ made -0.87%, while TLT made 0.55%.
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 | -1.82% | -0.02% | 2.29% | -6.19% |
| US NASDAQ 100 | QQQ | -2.33% | -2.28% | 1.50% | -7.75% |
| US Dow Jones Industrial 30 | DIA | -1.89% | 2.46% | 2.82% | -2.35% |
| German DAX 40 | DAX | -2.60% | -2.65% | -17.9% | -20.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.66% | 0.61% | 6.26% | 2.11% |
| Hongkong Hang Seng | HSI | -2.50% | 0.32% | 1.91% | -3.08% |
| India NIFTY 50 | INDA | -0.90% | -4.18% | 2.39% | 4.97% |
| Brasil Bovespa | EWZ | 0.44% | -3.37% | 0.32% | 15.2% |
CLOZ vs. Sectors CLOZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.13% | -0.21% | -3.99% | -16.7% |
| Consumer Discretionary | XLY | -0.83% | 1.30% | 0.90% | -7.54% |
| Consumer Staples | XLP | 0.22% | 0.37% | -0.40% | -3.16% |
| Energy | XLE | 1.61% | 13.3% | 9.38% | 16.0% |
| Financial | XLF | -2.51% | 1.18% | -5.98% | -17.4% |
| Health Care | XLV | 0.76% | 4.38% | 7.21% | 7.26% |
| Industrial | XLI | -3.21% | -0.77% | 1.04% | -4.56% |
| Materials | XLB | -1.69% | 2.77% | 10.7% | 9.78% |
| Real Estate | XLRE | -2.34% | 0.74% | 3.71% | -10.7% |
| Technology | XLK | -2.79% | -3.0% | 5.25% | -3.23% |
| Utilities | XLU | -0.86% | -0.04% | -2.51% | -13.6% |
| Aerospace & Defense | XAR | -3.28% | -7.30% | -12.2% | -21.5% |
| Biotech | XBI | -2.94% | -3.23% | 18.2% | 12.8% |
| Homebuilder | XHB | -2.77% | 1.98% | 18.0% | 12.8% |
| Retail | XRT | -1.96% | 1.57% | 8.81% | 8.51% |