All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CLOZ: Total Return Chart (with Dividends Reinvested)

CLOZ total return snapshot: CLOZ returned +5.68% over the past year and +3.60% YTD, with dividends reinvested. Since Jan. 24, 2023, CLOZ is up +41.13% in nominal total return, or +10.18%/yr, and is currently at its total-return high.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Tue 2023-01-24💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
CLOZ
×
+41.13%
+10.18%/yr
+9.93%/yr
R2=0.944
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-01-24💬 to Fri 2026-08-14 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$14,112.64
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
CLOZ
×
+3.60% +5.68%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CLOZ
×

on 2026-08-14
−5.33%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
CLOZ
×
+5.68% +15.67%
+7.55%/yr
+29.35%
+8.96%/yr

Annual Returns

Year CLOZ
2026 (YTD) +3.60%
2025 +5.98%
2024 +11.85%
2023 +14.92%