Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDFPX (Flaherty Crumrine Dynamic Preferred and) | 1.28% | 9.79% | 12.26% | 3.02% | 4.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDFPX (Flaherty Crumrine Dynamic Preferred and) | 05/30/2013 | 06/03/2026 |
| 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 (%) | -0.04 | 9.79 | 12.26 | 3.02 | 4.81 | NA | NA | … | … | 1.28 | 10.59 | 14.86 | 8.17 | -19.61 | 8.95 | 9.18 | 22.02 | -10.44 | 11.78 | 0.00 | -1.47 | 19.12 | -2.03 |
| Sharpe Ratio | NA | 2.21 | 2.08 | 0.08 | 0.27 | NA | NA | … | … | 0.24 | 1.83 | 2.53 | 0.35 | -2.43 | 2.44 | 0.28 | 5.63 | -3.27 | 3.28 | -0.03 | -0.36 | 7.24 | -0.76 |
| Standard Deviation(%) | NA | 3.36 | 4.78 | 7.68 | 11.82 | NA | NA | … | … | 4.16 | 4.23 | 4.43 | 12.98 | 8.67 | 3.66 | 32.12 | 3.65 | 3.63 | 3.41 | 7.18 | 4.22 | 2.64 | 4.52 |
| Draw Down(%) | NA | 4.19 | 6.43 | 27.71 | 40.98 | NA | NA | … | … | 4.19 | 5.37 | 2.92 | 18.58 | 22.95 | 2.81 | 40.98 | 1.10 | 11.85 | 1.81 | 8.86 | 6.54 | 1.65 | 5.52 |
| Yield(%) | 0.00 | 6.92 | 7.23 | 5.65 | 5.33 | 4.49 | 3.37 | … | … | 2.79 | 6.58 | 6.64 | 6.45 | 6.80 | 7.28 | 6.89 | 3.16 | 4.55 | 3.18 | 0.00 | 0.65 | 8.52 | 3.51 |
Data as of 06/03/2026, Common starting date is 05/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDFPX (Flaherty Crumrine Dynamic Preferred and) |
-3.03%
Mar 2017 – Mar 2020 |
-1.70%
Mar 2015 – Mar 2020 |
2.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDFPX (Flaherty Crumrine Dynamic Preferred and) |
13.22%
Dec 2018 – Dec 2021 |
9.01%
Mar 2020 – Mar 2025 |
5.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart