Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFP (Flaherty and Crumrine Dynamic Preferred and Income Closed Fund) | 0.96% | 8.24% | 12.65% | -0.13% | 5.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFP (Flaherty and Crumrine Dynamic Preferred and Income Closed Fund) | 05/24/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 8.24 | 12.65 | -0.13 | 5.80 | NA | NA | … | … | 0.96 | 11.89 | 20.47 | 2.12 | -26.74 | 2.20 | 16.92 | 40.76 | -17.55 | 20.75 | 12.78 | 11.93 | 18.03 | -13.68 |
| Sharpe Ratio | NA | 1.00 | 0.93 | -0.15 | 0.22 | NA | NA | … | … | 0.37 | 0.79 | 1.74 | -0.07 | -1.62 | 0.20 | 0.36 | 3.79 | -1.77 | 2.22 | 0.98 | 1.11 | 2.30 | -1.36 |
| Standard Deviation(%) | NA | 8.65 | 11.73 | 14.59 | 19.26 | NA | NA | … | … | 10.46 | 11.43 | 9.71 | 21.11 | 17.44 | 11.11 | 46.14 | 10.36 | 10.72 | 9.07 | 12.76 | 10.69 | 7.83 | 15.92 |
| Draw Down(%) | NA | 9.97 | 14.27 | 39.19 | 47.32 | NA | NA | … | … | 9.97 | 9.64 | 6.83 | 24.13 | 30.96 | 8.78 | 47.32 | 3.74 | 21.64 | 5.70 | 12.87 | 8.11 | 5.78 | 19.28 |
| Yield(%) | 0.00 | 7.49 | 7.92 | 5.24 | 7.01 | 6.04 | 4.53 | … | … | 3.05 | 7.19 | 7.59 | 6.87 | 6.65 | 6.82 | 6.85 | 8.22 | 6.70 | 7.91 | 8.42 | 8.47 | 9.28 | 3.98 |
Data as of 06/04/2026, Common starting date is 05/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFP (Flaherty and Crumrine Dynamic Preferred and Income Closed Fund) |
-9.41%
Oct 2020 – Oct 2023 |
-0.80%
Mar 2021 – Mar 2026 |
4.31%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFP (Flaherty and Crumrine Dynamic Preferred and Income Closed Fund) |
18.93%
Dec 2018 – Dec 2021 |
13.16%
Mar 2016 – Mar 2021 |
7.35%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart