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

Total Real Returns

CLOZ,SGOV,VRIG,ICLO: Total Return Chart (with Dividends Reinvested)

Tue 2023-01-24? to Fri 2025-05-30 YTD
Return
TR
Price
CLOZ
×
+2.45%
2025-05-30
1.317 TR
2025-05-30
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
+1.75%
2025-05-30
1.145 TR
2025-05-30
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
+1.79%
2025-05-30
1.322 TR
2025-05-30
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
+1.73%
2025-05-30
1.191 TR
2025-05-30
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Returns

Tue 2023-01-24? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
CLOZ
×
+31.68%
+12.45%/yr
+12.84%/yr
(R2=0.961)
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
+12.34%
+5.08%/yr
+5.23%/yr
(R2=0.999)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
+15.77%
+6.44%/yr
+6.76%/yr
(R2=0.992)
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
+17.27%
+7.03%/yr
+7.49%/yr
(R2=0.985)
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-01-24? to Fri 2025-05-30 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$13,168.39
2025-05-30
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2023-01-24
$11,234.09
2025-05-30
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
$10,000.00
2023-01-24
$11,576.67
2025-05-30
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
$10,000.00
2023-01-24
$11,727.36
2025-05-30
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Annual Returns

Year CLOZ SGOV VRIG ICLO
2025 (YTD) +2.45% +1.75% +1.79% +1.73%
2024 +11.85% +5.28% +6.81% +7.05%
2023 +14.92% +5.12% +7.37% +8.98%
2022 +1.58% +0.99% +0.38%
2021 +0.04% +1.06%
2020 +0.05% +1.76%
2019 +4.57%
2018 +0.51%
2017 +3.20%
2016 +0.56%

Drawdowns

Tue 2023-01-24? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
CLOZ
×
0.00% −5.33%
2025-04-08
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
0.00% −0.02%
2023-03-27
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
0.00% −1.40%
2023-03-13
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
−0.08% −3.46%
2025-04-04
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund