Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) | 8.63% | 18.97% | 11.07% | 7.77% | 3.23% | 5.52% | 4.51% | 6.59% |
Data as of 07/18/2025, AR inception is 02/06/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) | 02/06/1992 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.11 | 18.97 | 11.07 | 7.77 | 3.23 | 5.52 | 4.51 | 6.59 | 8.63 | 26.09 | 3.66 | -20.86 | 6.24 | 14.22 | 24.31 | -4.19 | 13.98 | -30.07 | -0.19 | 23.80 | -2.09 | 7.96 | 26.89 | 18.54 | 99.02 | -45.48 | -17.81 | 19.14 | -11.93 | 0.81 | 26.28 | 11.56 | 23.79 | 8.30 | -5.18 | 8.78 | 22.31 | 23.47 | 17.60 | -18.03 | 5.17 | 13.28 |
| Sharpe Ratio | NA | 1.32 | 0.48 | 0.35 | 0.06 | NA | NA | 0.17 | 0.96 | 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 | 2.00 | -0.54 | -0.83 | 1.12 | -0.81 | -0.01 | 1.65 | 0.53 | 1.10 | 0.29 | -0.34 | 0.31 | 1.29 | 1.18 | 0.70 | -0.91 | 0.16 | 0.75 |
| Standard Deviation(%) | NA | 11.95 | 16.19 | 16.44 | 27.05 | NA | NA | 27.14 | 14.06 | 9.45 | 19.25 | 21.16 | 13.03 | 55.20 | 11.63 | 17.53 | 10.46 | 49.42 | 14.23 | 10.98 | 15.48 | 16.29 | 20.41 | 25.56 | 49.37 | 85.45 | 25.03 | 14.30 | 17.46 | 20.47 | 15.46 | 19.67 | 19.92 | 14.69 | 24.83 | 17.40 | 14.48 | 16.84 | 19.65 | 22.97 | 19.62 | 16.52 |
| Draw Down(%) | NA | 9.07 | 22.61 | 30.48 | 58.21 | NA | NA | 77.33 | 9.07 | 6.04 | 22.61 | 26.24 | 9.82 | 48.93 | 6.35 | 19.67 | 7.36 | 45.73 | 20.28 | 8.12 | 20.60 | 11.40 | 20.05 | 16.54 | 41.29 | 76.38 | 27.43 | 13.77 | 17.65 | 18.46 | 7.87 | 12.68 | 7.22 | 13.35 | 16.23 | 6.65 | 5.23 | 5.16 | 7.49 | 18.69 | 15.50 | 6.02 |
| Yield(%) | 0.00 | 7.35 | 6.26 | 6.17 | 7.12 | 8.75 | 6.14 | 7.27 | 3.36 | 7.63 | 6.54 | 5.96 | 6.45 | 6.49 | 6.52 | 6.75 | 7.64 | 8.39 | 7.58 | 8.57 | 8.32 | 9.31 | 9.80 | 9.88 | 12.18 | 7.85 | 6.43 | 6.95 | 6.47 | 6.75 | 7.33 | 7.99 | 8.47 | 7.73 | 10.51 | 11.76 | 9.69 | 10.35 | 9.14 | 7.39 | 7.31 | 9.07 |
Data as of 07/18/2025, AR inception is 02/06/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) |
-26.32%
Sep 2005 - Sep 2008 |
-15.65%
Nov 2003 - Nov 2008 |
-2.98%
Nov 1998 - Nov 2008 |
0.61%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFO (Flaherty & Crumrine Preferred Inc Oppty Fund Inc) |
49.15%
Nov 2008 - Nov 2011 |
30.06%
Nov 2008 - Nov 2013 |
14.21%
Sep 2008 - Sep 2018 |
10.19%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart