Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPFDX (Flaherty & Cumridne Pfd Incm F) | 1.34% | 9.45% | 11.69% | 2.98% | 4.51% | 4.84% | 2.62% | … | … |
Data as of 06/03/2026, Common starting date is 09/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPFDX (Flaherty & Cumridne Pfd Incm F) | 09/09/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.45 | 11.69 | 2.98 | 4.51 | 4.84 | 2.62 | … | … | 1.34 | 9.94 | 14.37 | 7.32 | -18.45 | 8.55 | 8.77 | 20.30 | -10.01 | 11.17 | -0.15 | -2.55 | 18.16 | 3.29 | 17.06 | -2.20 | 14.65 | 58.62 | -47.11 | -21.02 | 1.17 | -2.16 |
| Sharpe Ratio | NA | 2.18 | 1.92 | 0.08 | 0.21 | NA | NA | … | … | 0.26 | 1.69 | 2.31 | 0.29 | -2.36 | 2.28 | 0.21 | 4.09 | -2.22 | 2.40 | -0.06 | -0.72 | 4.28 | 0.55 | 3.36 | -0.28 | 1.66 | 2.16 | -1.32 | -2.69 | -0.50 | -3.08 |
| Standard Deviation(%) | NA | 3.24 | 4.85 | 7.53 | 14.15 | NA | NA | … | … | 3.89 | 4.20 | 4.64 | 12.68 | 8.44 | 3.74 | 40.33 | 4.60 | 5.15 | 4.40 | 6.56 | 3.60 | 4.24 | 5.97 | 5.11 | 7.83 | 8.79 | 27.06 | 36.20 | 9.01 | 4.50 | 3.09 |
| Draw Down(%) | NA | 3.94 | 6.60 | 26.59 | 39.95 | NA | NA | … | … | 3.94 | 5.33 | 3.13 | 18.49 | 22.46 | 2.57 | 39.95 | 0.77 | 10.86 | 1.37 | 6.55 | 5.74 | 1.57 | 6.75 | 1.74 | 11.45 | 7.51 | 29.84 | 57.53 | 23.29 | 4.37 | 2.99 |
| Yield(%) | 0.00 | 6.57 | 6.86 | 5.36 | 4.98 | 4.96 | 3.08 | … | … | 2.66 | 6.25 | 6.37 | 6.04 | 5.96 | 6.97 | 6.65 | 3.11 | 3.84 | 3.09 | 0.00 | 1.94 | 8.48 | 8.63 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPFDX (Flaherty & Cumridne Pfd Incm F) |
-31.02%
Feb 2006 – Feb 2009 |
-6.06%
Nov 2006 – Nov 2011 |
0.01%
Feb 2006 – Feb 2016 |
1.54%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPFDX (Flaherty & Cumridne Pfd Incm F) |
34.45%
Feb 2009 – Feb 2012 |
23.56%
Feb 2009 – Feb 2014 |
12.94%
Feb 2009 – Feb 2019 |
9.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart