CLOZ ETF

CLOZ ETF
$26.20
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Returns Overview

1 Month
+0.50%
3 Months
+1.61%
6 Months
+1.70%
YTD
+2.23%
1 Year
+5.37%
3 Years (annualized)
+9.01%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan CLO High Quality Mezzanine Index(JPCLHQMI)
This ETF (YTD)
+2.23%
Peer Avg (YTD)
+0.12%
vs Peers
+2.11%

CLOZ ETF Performance

CLOZ performance across multiple time periods: 1-month 0.50%, YTD 2.23%, 1-year 5.37%, 3-year 9.01%.

CLOZ returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.50%N/A
3 Months+1.61%N/A
6 Months+1.70%N/A
1 Year+5.37%N/A
3 Years+9.01%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized