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Performance analysis of DFP (Flaherty & Crumrine Dynamic Preferred and Income Fund)

Annual Return

Over the past 3 years, DFP has had an average annual return of +12.58%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, DFP has had an average annual return of -0.04%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, DFP has had an average annual return of +5.88%, underperforming the benchmark SPY, which returned +15.44% annual.

Since May 24, 2013, DFP has had an average annual return of +6.21%, underperforming the benchmark SPY, which returned +14.30% annual.

202620252024202320222021202020192018201720162015
+0.80%+11.86%+20.43%+2.12%-26.27%+2.18%+16.93%+40.76%-17.55%+20.75%+12.67%+11.92%
20142013
+18.02%-13.92%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.54%+2.09%-7.01%+6.06%-1.64%-1.69%+0.80%
2025+3.04%+0.41%-0.22%-1.94%+2.01%+3.20%+1.60%+1.49%+3.95%+0.83%-1.04%-1.86%+11.86%
2024+6.97%+0.15%+2.54%-5.28%+3.99%+3.50%+4.07%+3.35%+5.83%-4.74%+1.66%-2.45%+20.43%
2023+13.85%-5.00%-8.63%-0.70%-2.66%+1.14%+5.48%-2.83%-4.34%-5.33%+12.86%+0.91%+2.12%
2022-1.72%-4.13%+1.32%-9.36%+0.98%-7.98%+6.21%-4.60%-11.10%-1.42%+6.35%-2.90%-26.27%
2021-1.06%+0.92%+5.54%+1.33%-2.46%-0.03%+2.20%-1.17%-0.99%-0.21%-2.92%+1.28%+2.18%
2020+2.74%-9.60%-16.96%+20.48%+4.42%-2.64%+8.90%+1.27%+3.60%-2.16%+6.76%+3.71%+16.93%
2019+14.63%+1.35%+2.27%+4.14%-1.32%+4.33%+3.57%+0.45%+1.92%+1%+1.27%+1.87%+40.76%
2018-8.30%+1.64%-0.98%-1.17%-2.91%+3.09%+3.02%+2.23%-4.37%-4.54%-2.55%-3.60%-17.55%
2017+5.78%+0.29%-0.80%+4.25%+1.94%+2.80%+1.32%+0.45%+0.77%-1.30%+2.29%+1.44%+20.75%

Drawdown analysis of DFP (Flaherty & Crumrine Dynamic Preferred and Income Fund)

The maximum drawdown for the DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The current DFP drawdown is -5.30%.

Since May 24, 2013 DFP has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-47.27%Feb 19, 202023Mar 23, 2020123Sep 16, 2020146
-39.97%Apr 21, 2021629Oct 19, 2023582Feb 17, 20261211
-22.68%Dec 20, 2017252Dec 21, 201878Apr 16, 2019330
-19.29%May 29, 201374Sep 12, 2013189Jun 13, 2014263
-12.86%Oct 3, 201630Nov 14, 201646Jan 23, 201776
-9.97%Feb 18, 202628Mar 30, 2026OngoingOngoingOngoing
-8.11%May 4, 201578Aug 24, 201550Nov 3, 2015128
-6.40%Dec 22, 202013Jan 12, 202115Feb 3, 202128
-5.77%Jun 26, 201426Aug 4, 201470Nov 11, 201496
-5.74%Nov 30, 201510Dec 14, 201510Dec 29, 201520
-5.70%Feb 27, 20178Mar 9, 201721Apr 7, 201729
-5.42%Dec 1, 201421Dec 31, 201417Jan 27, 201538
-4.88%Feb 17, 20216Feb 25, 202110Mar 11, 202116
-4.70%Sep 8, 20163Sep 13, 201613Sep 30, 201616
-4.55%Jan 6, 201610Jan 21, 201636Mar 14, 201646
-4.23%Oct 15, 202011Oct 30, 20206Nov 9, 202017
-3.74%Apr 30, 20197May 9, 201921Jun 10, 201928
-3.33%Nov 3, 20154Nov 9, 201514Nov 30, 201518
-3.18%Sep 16, 20207Sep 25, 20204Oct 1, 202011
-3.18%Jul 31, 201910Aug 14, 201912Aug 30, 201922
-3.13%Feb 2, 201510Feb 17, 201535Apr 8, 201545
-2.97%Oct 17, 20177Oct 26, 201719Nov 22, 201726
-2.90%Jul 14, 201719Aug 10, 201715Aug 31, 201734
-2.58%Mar 30, 20166Apr 7, 201614Apr 27, 201620
-2.54%Jul 28, 20163Aug 2, 201618Aug 26, 201621