CLOZEldridge BBB-B CLO ETF

Get income#496 of 1640 for Get income

Seeks to generate current income with a secondary objective of capital preservation.

Eldridge Capital Management · Since 2023 (3 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$588M

#1318 out of 5,332 ETFs

Dividend Yield

7.92%

Track Record

3 years

#2999 out of 5,332 ETFs

Performance

1 Year

+7.8%

3 Years

+10.4%

5 Years

N/A

What's inside

Asset class

fixed income

Strategy

active selection

Focus

CLO

Asset allocation

Bonds

93.8%

Cash

6.1%

Other

0.1%

Risk profile

Volatility (1Y)

3.7%

Moderate

Max drawdown

-5.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.74

Excellent risk-adjusted returns

Sortino (3Y)

2.38

Good downside protection

Bond profile

Duration

8.0 years

Avg maturity

9.7 years

Credit ratings

BBB

50.6%

49.4%

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