CCIF vs EPRF

Comparison between Carlyle Credit Income Fund (CCIF, ETF) and Innovator S&P Investment Grade Preferred ETF (EPRF, ETF).

5-Year PerformanceEPRF has outperformed CCIF, delivering a return of -1.9% compared to -8.2%

CCIF vs EPRF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCIF(ETF)	EPRF(ETF)
Net Assets	$71M	$71M
Expense Ratio	N/A	0.47%
Max Drawdown	75.32%	33.34%
Sharpe Ratio	-1.69	-0.22
5Y Beta	0.35	0.31
5Y Dividends CAGR	6.51%	-1.55%

Net Assets

CCIF

$71M

Winner

EPRF

$71M

Expense Ratio

CCIF

N/A

EPRF

0.47%

Max Drawdown

CCIF

75.32%

Winner

EPRF

33.34%

Sharpe Ratio

CCIF

-1.69

Winner

EPRF

-0.22

5Y Beta

CCIF

0.35

Winner

EPRF

0.31

5Y Dividends CAGR

Winner

CCIF

6.51%

EPRF

-1.55%

CCIF vs EPRF - Historical Returns

Returns include dividend reinvestment.

Period	CCIF	EPRF
1 month	-6.41%	-1.17%
3 months	-1.17%	+0.44%
6 months	-25.39%	-2.85%
1 year	-39.91%	+1.85%
5 years(CAGR)	-8.22%	-1.89%
10 years(CAGR)	N/A	+1.15%
Max(CAGR)	-5.99%	+1.15%

CCIF

-6.41%

Winner

EPRF

-1.17%

CCIF

-1.17%

Winner

EPRF

+0.44%

CCIF

-25.39%

Winner

EPRF

-2.85%

CCIF

-39.91%

Winner

EPRF

+1.85%

5Y(CAGR)

CCIF

-8.22%

Winner

EPRF

-1.89%

10Y(CAGR)

CCIF

N/A

EPRF

+1.15%

Max(CAGR)

CCIF

-5.99%

Winner

EPRF

+1.15%

CCIF vs EPRF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CCIF	EPRF
2026	-27.76%	-3.02%
2025	-27.57%	+0.71%
2024	+13.89%	+3.41%
2023	+12.89%	+8.87%
2022	-6.59%	-20.47%
2021	+12.32%	+1.98%
2020	+0.63%	+6.51%
2019	-12.87%	+18.26%
2018	N/A	-5.30%
2017	N/A	-0.31%

CCIF vs EPRF Drawdown Comparison

The maximum drawdown for CCIF was -51.46%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for EPRF was -26.82%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The current CCIF drawdown is -49.46%. The current EPRF drawdown is -10.61%.

Rank	CCIF	EPRF
#1	-51.46% Aug 23, 2024 - Mar 24, 2026	-26.82% Feb 12, 2020 - Jul 29, 2020
#2	-39.39% May 28, 2019 - May 24, 2021	-25.25% Nov 5, 2021 - Oct 19, 2023
#3	-15.33% May 30, 2023 - Mar 4, 2024	-10.58% Jul 9, 2018 - Mar 13, 2019
#4	-15.12% Sep 22, 2021 - Feb 1, 2023	-5.46% Dec 5, 2017 - Jul 3, 2018
#5	-7.58% Jun 10, 2024 - Aug 14, 2024	-4.15% Dec 31, 2020 - Apr 7, 2021
#6	-4.44% Jun 21, 2021 - Aug 6, 2021	-2.37% Oct 8, 2020 - Nov 16, 2020
#7	-3.94% May 24, 2021 - Jun 21, 2021	-2.00% Sep 1, 2017 - Nov 21, 2017
#8	-3.68% May 21, 2024 - May 31, 2024	-1.87% Oct 24, 2019 - Dec 17, 2019
#9	-3.20% Feb 27, 2023 - May 19, 2023	-1.80% Jul 7, 2021 - Oct 28, 2021
#10	-2.72% Mar 6, 2024 - May 1, 2024	-1.63% Sep 4, 2019 - Oct 9, 2019
#11	-1.95% Aug 16, 2021 - Sep 17, 2021	-1.45% Apr 23, 2021 - Jun 1, 2021
#12	-1.54% May 10, 2024 - May 15, 2024	-1.43% Sep 15, 2020 - Sep 28, 2020
#13	-1.10% May 23, 2023 - May 26, 2023	-1.29% Aug 31, 2020 - Sep 15, 2020
#14	-0.81% Feb 2, 2023 - Feb 6, 2023	-1.23% Jul 5, 2017 - Sep 1, 2017
#15	-0.60% Feb 14, 2023 - Feb 23, 2023	-1.04% Aug 2, 2019 - Aug 13, 2019