All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CLOZ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CLOZ real return snapshot: after CPI-U inflation, CLOZ returned +1.89% over the past year and −0.74% YTD, with dividends reinvested. Since Jan. 24, 2023, CLOZ is up +24.62% in real purchasing-power return, or +6.61%/yr, and is currently −1.62% below its real total-return high on Jan. 26, 2026.

Data ending Thu Jul. 2, 2026

Tue 2023-01-24💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
CLOZ
×
−0.74%
2026-07-02
+1.89%
2026-07-02
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Returns

Tue 2023-01-24💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
CLOZ
×
+24.62%
+6.61%/yr
+7.00%/yr
(R2=0.883)
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-01-24💬 to Thu 2026-07-02 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$12,461.54
2026-07-02
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Annual Returns

Year CLOZ
2026 (YTD) −0.74%
2025 +3.22%
2024 +8.72%
2023 +11.87%

Drawdowns

Tue 2023-01-24💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
CLOZ
×
−1.62%
from 2026-01-26 peak
−5.77%
2025-04-08
from 2025-02-13 peak
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
CLOZ
×
+1.89% +7.44%
+3.66%/yr
+21.60%
+6.74%/yr
Panagram Bbb-B Clo ETF Exchange-Traded Fund