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PFO: Flaherty & Crumrine Preferred Inc Oppty Fund Inc (CEF)
Basic Info 8.04 0(0.0%) April 26
Asset Class: | Long-Term Bond |
MyPlanIQ Rating: | (85%) |
Start Date: | 02/06/1992 |
Last Dividend Date: | 04/22/2024 |
12-Mo. Yield | 7.22% |
Expenses | - |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/06/1992 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 4.4 | 13.6 | -3.6 | 3.8 | 0.4 | 8.6 | 3.7 | 5.9 | 3.7 | -20.9 | 6.2 | 14.2 | 24.3 | -4.2 | 14.0 | -30.1 | -0.2 | 23.8 | -2.1 | 8.0 | 26.9 | 18.5 | 99.0 | -45.5 | -17.8 | 19.1 | -11.9 | 0.8 | 26.3 | 11.6 | 23.8 | 8.3 | -5.2 | 8.8 | 22.3 | 23.5 | 17.6 | -18.0 | 5.2 | 13.3 |
Sharpe Ratio | NA | 1.01 | 0.69 | -0.33 | 0.08 | -0.02 | NA | NA | 0.15 | -0.03 | -1.05 | 0.48 | 0.25 | 1.97 | -0.31 | 1.28 | -0.61 | -0.02 | 2.17 | -0.14 | 0.49 | 1.32 | 0.72 | 2.0 | -0.54 | -0.83 | 1.12 | -0.81 | -0.01 | 1.65 | 0.53 | 1.1 | 0.29 | -0.34 | 0.31 | 1.29 | 1.18 | 0.7 | -0.91 | 0.16 | 0.75 |
Draw Down(%) | NA | 6.0 | 11.3 | 30.5 | 48.9 | 58.2 | NA | NA | 77.3 | 22.6 | 26.2 | 9.8 | 48.9 | 6.4 | 19.7 | 7.4 | 45.7 | 20.3 | 8.1 | 20.6 | 11.4 | 20.1 | 16.5 | 41.3 | 76.4 | 27.4 | 13.8 | 17.7 | 18.5 | 7.9 | 12.7 | 7.2 | 13.3 | 16.2 | 6.7 | 5.2 | 5.2 | 7.5 | 18.7 | 15.5 | 6.0 |
Standard Deviation(%) | NA | 10.7 | 14.2 | 17.5 | 28.8 | 27.1 | NA | NA | 27.6 | 19.2 | 21.2 | 13.0 | 55.2 | 11.6 | 17.5 | 10.5 | 49.4 | 14.2 | 11.0 | 15.5 | 16.3 | 20.4 | 25.6 | 49.4 | 85.4 | 25.0 | 14.3 | 17.5 | 20.5 | 15.5 | 19.7 | 19.9 | 14.7 | 24.8 | 17.4 | 14.5 | 16.8 | 19.6 | 23.0 | 19.6 | 16.5 |
Treynor Ratio | NA | 0.23 | 0.21 | -0.15 | 0.05 | -0.02 | NA | NA | 0.41 | -0.02 | -0.51 | 0.32 | 0.2 | 6.96 | -0.28 | 0.55 | -1.2 | -0.02 | 2.74 | -0.05 | -0.55 | -1.23 | -1.22 | -4.74 | 0.46 | 6.13 | 0.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.09 | 0.06 | 0.0 | 0.03 | 0.01 | NA | NA | 0.03 | 0.0 | -0.03 | 0.03 | 0.07 | 0.08 | -0.01 | 0.04 | -0.11 | 0.0 | 0.08 | 0.01 | 0.04 | 0.12 | 0.09 | 0.32 | -0.06 | -0.08 | 0.06 | -0.06 | -0.01 | 0.09 | 0.03 | 0.08 | 0.02 | -0.02 | 0.02 | -0.07 | 0.06 | NA | NA | NA | NA |
Beta | NA | 0.47 | 0.47 | 0.38 | 0.42 | 0.35 | NA | NA | 0.1 | 0.36 | 0.44 | 0.19 | 0.68 | 0.03 | 0.2 | 0.24 | 0.25 | 0.1 | 0.09 | 0.41 | -0.15 | -0.22 | -0.15 | -0.21 | -1.0 | -0.03 | 0.45 | 0.33 | 0.48 | 0.11 | 0.24 | 0.13 | -0.05 | 0.13 | 0.31 | 0.4 | 0.61 | NA | NA | NA | NA |
RSquared | NA | 0.26 | 0.21 | 0.1 | 0.04 | 0.03 | NA | NA | 0.0 | 0.08 | 0.12 | 0.03 | 0.04 | 0.0 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.07 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.4 | 6.8 | 5.4 | 6.5 | 6.7 | 16.7 | 6.5 | N/A | 6.4 | 6.2 | 6.7 | 6.4 | 6.3 | 7.1 | 7.5 | 8.1 | 7.3 | 8.2 | 8.1 | 9.7 | 9.7 | 9.9 | 12.2 | 8.1 | 6.2 | 6.5 | 6.5 | 7.1 | 7.1 | 7.9 | 8.7 | 8.0 | 10.4 | 11.9 | 9.4 | 10.1 | 9.0 | 7.4 | 7.3 | 9.0 |
Dividend Growth(%) | N/A | -66.1 | -25.0 | -8.6 | -12.9 | -7.9 | -15.6 | N/A | N/A | -29.1 | -8.1 | 8.9 | 14.5 | -17.9 | 0.0 | -2.3 | 2.4 | 0.0 | -8.7 | -14.0 | 15.1 | 12.0 | 36.1 | -22.8 | 2.6 | 4.1 | -14.9 | -13.0 | 13.6 | -7.4 | 4.4 | 8.3 | -36.8 | -15.8 | 45.0 | 3.8 | 18.0 | -3.3 | -4.2 | -14.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/1992
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