Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FFC (Flaherty & Crumrine Preferred Securities Income Fd) -0.69% 8.70% 13.10% 0.41% 4.62% 7.41% 7.71%
Data as of 06/04/2026, Common starting date is 01/30/2003
More Performance Analytics Comparison
Name Start Date End Date
FFC (Flaherty & Crumrine Preferred Securities Income Fd) 01/30/2003 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 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -1.12 8.70 13.10 0.41 4.62 7.41 7.71 -0.69 14.31 20.06 -0.28 -25.21 -0.69 15.93 38.77 -11.88 16.64 1.76 14.21 18.31 -2.21 22.77 18.52 27.46 108.42 -44.86 -18.33 19.70 -19.21 6.07 17.67
Sharpe Ratio NA 0.80 0.92 -0.12 0.14 NA NA -0.10 0.97 1.46 -0.19 -1.38 -0.07 0.25 3.94 -1.34 1.40 0.11 1.00 1.63 -0.16 1.76 0.91 1.26 2.58 -0.55 -1.52 1.64 -1.67 0.38 2.43
Standard Deviation(%) NA 9.55 12.18 15.33 23.66 NA NA 11.67 11.81 11.24 21.11 19.34 9.91 62.55 9.48 9.94 11.50 14.34 14.19 11.20 14.28 12.99 20.31 21.71 41.99 82.69 14.15 9.95 12.87 13.22 7.68
Draw Down(%) NA 10.12 13.13 39.53 54.06 NA NA 10.12 11.02 6.93 28.41 28.68 8.15 54.06 3.66 15.73 8.85 14.89 12.95 9.03 18.07 10.93 17.36 13.14 42.58 73.99 24.66 10.45 22.80 17.60 4.35
Yield(%) 0.00 7.72 8.16 5.39 6.36 8.29 7.39 3.05 7.43 7.73 6.82 6.33 6.61 6.63 7.97 6.81 7.62 8.12 8.30 9.19 8.51 9.94 10.16 10.59 16.25 9.69 7.15 7.85 7.31 8.33 9.82
Data as of 06/04/2026, Common starting date is 01/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFC (Flaherty & Crumrine Preferred Securities Income Fd) -25.11%
Feb 2006 – Feb 2009
-17.56%
Mar 2004 – Mar 2009
3.47%
Apr 2013 – Apr 2023
6.21%
Dec 2003 – Dec 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFC (Flaherty & Crumrine Preferred Securities Income Fd) 58.00%
Feb 2009 – Feb 2012
37.35%
Mar 2009 – Mar 2014
21.62%
Mar 2009 – Mar 2019
14.84%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return