CLOZ ETF Analysis: Panagram Bbb-B Clo | NYSE

Securitized Bond - Focused | NYSE, USA | Market Cap: 787m USD | 12M Return: 5.6% | US81752T5285 | Charts, Fundamentals & Technical Analysis

Collateralized Loans, Structured Credit, Securitized Bonds, Sub-Investment Debt
Total Rating 61
Safety 86
Buy Signal 0.17
Securitized Bond - Focused
Category Rotation: +9.8
TER: 0.51%
AUM: 787M
Avg Turnover: 10.5M
Risk 3d forecast
Volatility1.56%
VaR 5th Pctl0.24%
VaR vs Median-11.4%
Reward TTM
Sharpe Ratio0.36
Rel. Str. IBD45
Rel. Str. Peer Group93.8
Character TTM
Beta0.117
Beta Downside0.095
Hurst Exponent0.568
Drawdowns 3y
Max DD5.33%
CAGR/Max DD1.63
CAGR/Mean DD22.78

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3.7 years of data

Jan +0.2% 13
Feb -0.8% 46
Mar -0.1% 35
Apr +0.0% 11
May +0.4% 13
Jun -0.7% 51
Jul +0.0% 11
Aug -0.5% 18
Sep -0.5% 40
Oct -0.3% 35
Nov +0.4% 31
Dec +0.1% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CLOZ Panagram Bbb-B Clo

The Panagram BBB-B CLO ETF (CLOZ) is an actively-managed, non-diversified ETF that invests at least 80% of its net assets in collateralized loan obligations (CLOs) rated between BBB+ and B- by a nationally recognized statistical rating organization (NRSRO). By focusing on lower-rated CLO tranches, the fund targets higher-yielding segments of the structured credit market, which typically carry greater credit and default risk than investment-grade tranches.

Headlines to Watch Out For
  • Leveraged loan default rates rise as corporate credit weakens
  • Fed rate cuts compress CLO floating-rate spreads
  • Strong CLO issuance boosts fund liquidity and yields
What is the price of CLOZ shares?

As of September 27, 2026, the stock is trading at USD 26.34 with a total of 704,449 shares traded. Over the past week, the price has changed by +0.34%, over one month by +0.93%, over three months by +1.63% and over the past year by +5.55%.

Current recommended Stop Loss: 26.20 (which is 0.5% or 2.3 ATR below the current price).

Is CLOZ a buy, sell or hold?

Panagram Bbb-B Clo has no consensus analysts rating.