Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPFOX (Flaherty & Crumrine Pf Incm Of) | 1.34% | 9.53% | 11.81% | 2.82% | 4.39% | 4.74% | 2.72% | … | … |
Data as of 06/03/2026, Common starting date is 09/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPFOX (Flaherty & Crumrine Pf Incm Of) | 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 (%) | -0.10 | 9.53 | 11.81 | 2.82 | 4.39 | 4.74 | 2.72 | … | … | 1.34 | 10.11 | 14.44 | 7.41 | -18.67 | 7.60 | 8.72 | 20.43 | -10.34 | 11.20 | -0.18 | -3.55 | 18.15 | 3.26 | 18.19 | -1.76 | 15.02 | 63.23 | -46.68 | -22.20 | 1.23 | -1.92 |
| Sharpe Ratio | NA | 2.18 | 1.95 | 0.06 | 0.20 | NA | NA | … | … | 0.32 | 1.71 | 2.37 | 0.30 | -2.40 | 2.10 | 0.21 | 4.23 | -1.99 | 2.43 | -0.06 | -1.06 | 4.31 | 0.54 | 3.47 | -0.22 | 1.74 | 2.56 | -1.42 | -2.66 | -0.06 | -2.62 |
| Standard Deviation(%) | NA | 3.35 | 4.89 | 7.58 | 14.18 | NA | NA | … | … | 4.10 | 4.24 | 4.57 | 12.83 | 8.42 | 3.60 | 40.31 | 4.49 | 5.92 | 4.35 | 6.47 | 3.38 | 4.21 | 5.98 | 5.27 | 8.02 | 8.58 | 24.71 | 33.44 | 9.55 | 39.17 | 3.34 |
| Draw Down(%) | NA | 4.09 | 6.59 | 27.18 | 39.90 | NA | NA | … | … | 4.09 | 5.35 | 3.01 | 18.50 | 22.61 | 2.76 | 39.90 | 1.01 | 11.17 | 1.39 | 6.25 | 6.63 | 1.55 | 6.86 | 1.83 | 11.74 | 7.44 | 26.63 | 57.46 | 24.61 | 23.99 | 3.04 |
| Yield(%) | 0.00 | 6.73 | 7.01 | 5.42 | 5.00 | 4.93 | 3.15 | … | … | 2.67 | 6.46 | 6.55 | 6.15 | 6.16 | 6.84 | 6.67 | 3.32 | 3.90 | 3.13 | 0.00 | 0.63 | 8.30 | 8.53 | 0.79 | 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 |
|---|---|---|---|---|
| XPFOX (Flaherty & Crumrine Pf Incm Of) |
-30.09%
Feb 2006 – Feb 2009 |
-5.53%
Nov 2006 – Nov 2011 |
0.32%
Feb 2006 – Feb 2016 |
1.63%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPFOX (Flaherty & Crumrine Pf Incm Of) |
34.10%
Feb 2009 – Feb 2012 |
23.63%
Mar 2009 – Mar 2014 |
12.77%
Feb 2009 – Feb 2019 |
9.59%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart