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 +2.55% over the past year and −0.66% YTD, with dividends reinvested. Since Jan. 24, 2023, CLOZ is up +24.71% in real purchasing-power return, or +6.89%/yr, and is currently −1.54% below its real total-return high on Jan. 26, 2026.

Tue 2023-01-24? to Tue 2026-05-19 YTD
Return
1 Year
Return
CLOZ
×
−0.66%
2026-05-19
+2.55%
2026-05-19
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Returns

Tue 2023-01-24? to Tue 2026-05-19 Overall
Return
Exponential
Trendline
CLOZ
×
+24.71%
+6.89%/yr
+7.29%/yr
(R2=0.892)
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Growth of $10,000

Tue 2023-01-24? to Tue 2026-05-19 Start
Value
End
Value
CLOZ
×
$10,000.00
2023-01-24
$12,470.91
2026-05-19
Panagram Bbb-B Clo ETF Exchange-Traded Fund

Annual Returns

Year CLOZ
2026 (YTD) −0.66%
2025 +3.22%
2024 +8.72%
2023 +11.87%

Drawdowns

Tue 2023-01-24? to Tue 2026-05-19 Current
Drawdown
Worst
Drawdown
CLOZ
×
−1.54%
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 Tue 2026-05-19 1
Year
2
Years
3
Years
5
Years
10
Years
CLOZ
×
+2.55% +8.70%
+4.25%/yr
+23.60%
+7.32%/yr
Panagram Bbb-B Clo ETF Exchange-Traded Fund