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Panagram Bbb-B Clo ETF(CLOZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CLOZ
09/18/2026: CLOZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 14.98% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 20, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $787.00M |
| Issuer | Eldridge Capital Management |
| Expense Ratio | 0.51% |
| Distribution Yield | 7.21% |
| Inception | Jan 23, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.79% |
| 1 Year | +4.88% |
| 3 Year | +8.54% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.58% |
| 3Y Volatility | 2.8% |
| 3Y Sharpe Ratio | 1.48 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| First American Funds. - Treasury Obligations Fund | 6.41% |
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