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 +4.52% over the past year and +3.45% YTD, with dividends reinvested. Since Jan. 24, 2023, CLOZ is up +40.93% in nominal total return, or +9.50%/yr, and is currently −1.05% below its total-return high on Oct. 12, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Tue 2023-01-24💬 to Wed 2026-11-04 Overall
Return
Exponential
Trendline
CLOZ
×
+40.93%
+9.50%/yr
+9.54%/yr
R2=0.943
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2023-01-24💬 to Wed 2026-11-04 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$14,092.57
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
CLOZ
×
+3.45% +4.52%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CLOZ
×
−1.05%
on 2026-11-04
from 2026-10-12 peak
−5.33%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
CLOZ
×
+4.52% +12.05%
+5.85%/yr
+27.13%
+8.33%/yr
— —

Annual Returns

Year CLOZ
2026 (YTD) +3.45%
2025 +5.98%
2024 +11.85%
2023 +14.92%