CLOZ ETF

$25.74

Returns Overview

1 Month
+0.62%
3 Months
+1.06%
6 Months
+2.98%
YTD
+0.53%
1 Year
+4.90%
3 Years
+10.63%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CLOZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+0.62%

3 Months Performance

+1.06%

6 Months Performance

+2.98%

1 Year Performance

+4.90%

Benchmark & Peers

Benchmark
JP Morgan CLO High Quality Mezzanine Index(JPCLHQMI)
This ETF (YTD)
+0.53%
Peer Avg (YTD)
+0.23%
vs Peers
+0.30%

CLOZ ETF Performance

CLOZ performance across multiple time periods: 1-month 0.62%, YTD 0.53%, 1-year 4.90%, 3-year 10.63%.

CLOZ returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

CLOZ performance comparison shows side-by-side returns with another fund. CLOZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.62%N/A
3 Months+1.06%N/A
6 Months+2.98%N/A
1 Year+4.90%N/A
3 Years+10.63%N/A

All returns shown are total returns, not annualized