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CLOZ Eldridge BBB-B CLO ETF

Exited as falling interest rates reduced CLO distributions.

Armchair historySoldDec 15, 2025

Date of the newsletter disclosure. Latest-year investment returns are separate from Armchair’s own trading results.

Hypothetical investment

Growth of $10,000

Dividends reinvested · no additional contributions

CLOZ would be worth$14,162Available history · 5Y requested · as of Sep 21, 2026
S&P 500 (SPY)$20,264Same $10,000 · same dates
Total gain / loss+$4,162+41.6% total return
CLOZS&P 500 (SPY)
Jan 24, 2023 · $10,000 investedSep 21, 2026

The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.

Checking the latest completed session…

Market performance

Total return

Price movement plus reinvested distributions, compared with SPY.

+41.6% over available history
1 YEAR TOTAL RETURN+5.1%
Price-42% of return-2.1%
Dividend142% of return+7.2%
Available history
3.6 YEARS TOTAL RETURN+41.6%Since inception+10.0% / yr annualized
Price11% of return+4.6%
Dividend89% of return+37.1%
Available history

Dividend includes all distributions and reinvestment.

Jan 24, 2023Sep 21, 2026
Total return+41.62%
S&P 500 (SPY)+102.64%
Annualized return+9.98%
Largest drawdown-5.32%

Original Armchair disclosure

Sold · Dec 15, 2025. Exited as falling interest rates reduced CLO distributions.

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