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PFO: Flaherty & Crumrine Preferred Inc Oppty Fund Inc (CEF)
Basic Info 9.24 0.02(0.22%) March 21
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 02/06/1992 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 6.91% |
| Expenses | - |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/06/1992 |
2024 | 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(%) | 0.9 | 3.7 | 21.9 | 6.4 | 13.9 | 1.3 | 4.8 | 4.6 | 6.4 | 26.1 | 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 | 1.7 | 1.67 | 0.12 | 0.51 | -0.01 | NA | NA | 0.17 | 2.09 | -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 | 3.4 | 6.0 | 25.3 | 30.5 | 58.2 | NA | NA | 77.3 | 6.0 | 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 | 8.9 | 9.3 | 16.9 | 22.4 | 27.0 | NA | NA | 27.2 | 9.4 | 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 | 0.38 | 0.51 | 0.05 | 0.37 | -0.01 | NA | NA | 0.42 | 0.61 | -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 | 0.04 | 0.06 | 0.03 | 0.06 | 0.01 | NA | NA | 0.03 | 0.08 | 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 | 0.4 | 0.31 | 0.39 | 0.3 | 0.35 | NA | NA | 0.11 | 0.33 | 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 | 0.2 | 0.14 | 0.11 | 0.03 | 0.03 | NA | NA | 0.0 | 0.15 | 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 | 0.6 | 6.2 | 5.5 | 9.8 | 6.0 | 8.3 | 6.4 | N/A | 7.6 | 6.5 | 6.0 | 6.4 | 6.5 | 6.5 | 6.8 | 7.6 | 8.4 | 7.6 | 8.6 | 8.3 | 9.3 | 9.8 | 9.9 | 12.2 | 7.8 | 6.4 | 6.9 | 6.5 | 6.7 | 7.3 | 8.0 | 8.5 | 7.7 | 10.5 | 11.8 | 9.7 | 10.3 | 9.1 | 7.4 | 7.3 | 9.1 |
| Dividend Growth(%) | N/A | -91.6 | -13.3 | -21.4 | -13.6 | -10.7 | -13.9 | N/A | N/A | 6.5 | -24.1 | -8.9 | 3.0 | 12.1 | -9.8 | -7.1 | -4.1 | 1.9 | 0.0 | -7.7 | -7.5 | 8.8 | 14.2 | 35.9 | -20.5 | -3.8 | 0.4 | -8.7 | -9.4 | 5.3 | -5.1 | 8.4 | 8.3 | -39.1 | -14.0 | 38.2 | 4.9 | 18.9 | -2.3 | -3.7 | -15.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/1992
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