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 Thu 2025-07-03 YTD
Return
TR
Price
CLOZ
×
+2.90%
2025-07-03
1.323 TR
2025-07-03
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
+2.18%
2025-07-03
1.15 TR
2025-07-03
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
+2.46%
2025-07-03
1.331 TR
2025-07-03
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
+2.78%
2025-07-03
1.204 TR
2025-07-03
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Returns

Tue 2023-01-24? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
CLOZ
×
+32.27%
+12.15%/yr
+12.58%/yr
(R2=0.961)
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
+12.81%
+5.06%/yr
+5.20%/yr
(R2=0.999)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
+16.53%
+6.47%/yr
+6.68%/yr
(R2=0.992)
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
+18.47%
+7.19%/yr
+7.39%/yr
(R2=0.985)
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-01-24? to Thu 2025-07-03 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$13,226.84
2025-07-03
Panagram Bbb-B Clo ETF Exchange-Traded Fund
SGOV
×
$10,000.00
2023-01-24
$11,280.59
2025-07-03
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
VRIG
×
$10,000.00
2023-01-24
$11,652.59
2025-07-03
Invesco Variable Rate Investment Grade ETF NASDAQ Exchange-Traded Fund
ICLO
×
$10,000.00
2023-01-24
$11,846.98
2025-07-03
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund

Annual Returns

Year CLOZ SGOV VRIG ICLO
2025 (YTD) +2.90% +2.18% +2.46% +2.78%
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 Thu 2025-07-03 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
×
0.00% −3.46%
2025-04-04
Invesco Aaa Clo Floating Rate Note ETF Exchange-Traded Fund