BSR vs CEFZ
Comparison between Beacon Selective Risk ETF (BSR, ETF) and RIVERNORTH ACTIVE INCOME ETF (CEFZ, ETF).
BSR vs CEFZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSR
$39M
CEFZ
$39M
Expense Ratio
Winner
BSR
1.09%
CEFZ
3.36%
Max Drawdown
Winner
BSR
15.68%
CEFZ
93.56%
Sharpe Ratio
BSR
0.80
Winner
CEFZ
0.80
5Y Beta
Winner
BSR
0.42
CEFZ
0.64
BSR vs CEFZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSR
-0.43%
CEFZ
-0.65%
3M
BSR
-2.01%
Winner
CEFZ
+3.75%
6M
BSR
+2.45%
Winner
CEFZ
+3.99%
1Y
BSR
+11.28%
Winner
CEFZ
+11.91%
5Y(CAGR)
BSR
N/A
CEFZ
+15.43%
Max(CAGR)
Winner
BSR
+7.54%
CEFZ
-5.62%
BSR vs CEFZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSR | CEFZ |
|---|---|---|
| 2026 | +2.01% | +3.74% |
| 2025 | +4.21% | +7.67% |
| 2024 | +13.08% | N/A |
| 2023 | +4.57% | N/A |
| 2020 | N/A | -73.60% |
| 2019 | N/A | +5.16% |
BSR vs CEFZ Drawdown Comparison
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The maximum drawdown for CEFZ was -93.40%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current BSR drawdown is -5.26%. The current CEFZ drawdown is -38.35%.
| Rank | BSR | CEFZ |
|---|---|---|
| #1 | -15.68% May 14, 2025 - May 23, 2025 | -93.40% Feb 19, 2020 - Mar 18, 2020 |
| #2 | -11.04% Nov 29, 2024 - May 14, 2025 | -3.84% Jan 22, 2020 - Feb 19, 2020 |
| #3 | -8.64% Jul 31, 2023 - Feb 15, 2024 | -1.49% Nov 4, 2019 - Nov 29, 2019 |
| #4 | -6.04% Jul 16, 2024 - Aug 21, 2024 | -1.11% Dec 26, 2019 - Jan 2, 2020 |
| #5 | -4.95% Mar 28, 2024 - May 15, 2024 | -0.64% Nov 29, 2019 - Dec 9, 2019 |
| #6 | -3.45% Aug 30, 2024 - Sep 16, 2024 | -0.56% Jan 17, 2020 - Jan 22, 2020 |
| #7 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -0.34% Oct 25, 2019 - Nov 1, 2019 |
| #8 | -2.50% May 15, 2024 - Jul 5, 2024 | -0.17% Jan 2, 2020 - Jan 7, 2020 |
| #9 | -2.23% Nov 11, 2024 - Nov 22, 2024 | -0.10% Dec 12, 2019 - Dec 16, 2019 |
| #10 | -1.67% Sep 30, 2024 - Oct 14, 2024 | -0.07% Dec 20, 2019 - Dec 24, 2019 |
| #11 | -1.55% May 18, 2023 - Jun 2, 2023 | N/A |
| #12 | -1.32% Jun 30, 2023 - Jul 12, 2023 | N/A |
| #13 | -1.24% Jul 19, 2023 - Jul 31, 2023 | N/A |
| #14 | -1.17% Apr 28, 2023 - May 18, 2023 | N/A |
| #15 | -1.13% Apr 18, 2023 - Apr 28, 2023 | N/A |
Correlation
Correlation between BSR and CEFZ is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2019 - 2026)
BSR vs CEFZ dividend yield comparison.
| Year | BSR | CEFZ |
|---|---|---|
| 2026 | 0.00% | 4.19% |
| 2025 | 2.89% | 4.17% |
| 2024 | 0.89% | 0.00% |
| 2023 | 1.08% | 0.00% |
| 2020 | 0.00% | 15.17% |
| 2019 | 0.00% | 3.11% |
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