Performance analysis of FLC (Flaherty & Crumrine Total Return Fund)
Annual Return
Over the past 3 years, FLC has had an average annual return of +12.16%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FLC has had an average annual return of +0.09%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, FLC has had an average annual return of +5.04%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Oct 9, 2003, FLC has had an average annual return of +6.75%, underperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.29% | +12.36% | +23.03% | -0.82% | -25.08% | +2.81% | +14.21% | +38.66% | -14.13% | +17% | +12.13% | +5.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.59% | +0.73% | +17.67% | +18.86% | +30.28% | +107.06% | -45.77% | -15.06% | +21.05% | -16.01% | +3.97% | +4.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.80% | +0.81% | -5.90% | +4.18% | -0.72% | -1.18% | -1.29% | ||||||
| 2025 | +1.93% | +0.79% | -0.58% | -2.77% | +3.12% | +2.81% | +1.16% | +1.15% | +4.17% | -0.12% | -1.23% | +1.48% | +12.36% |
| 2024 | +4.63% | +0.24% | +3.03% | -4.10% | +4.75% | +1.83% | +2.97% | +5.92% | +3.71% | -2.49% | +0.27% | +0.65% | +23.03% |
| 2023 | +13.66% | -6.04% | -11.23% | +2.01% | -2.89% | +0.55% | +1.61% | -1.21% | -3.34% | -4.41% | +10.03% | +2.91% | -0.82% |
| 2022 | -5.07% | -6.57% | +0.59% | -5.33% | +2.70% | -5.72% | +6.17% | -6.72% | -10.22% | -2.01% | +7.14% | -1.83% | -25.08% |
| 2021 | -2.03% | -0.36% | +7.33% | +1.96% | -3.71% | +3.59% | -0.94% | -0.22% | +1% | +1.12% | -5.70% | +1.32% | +2.81% |
| 2020 | +5.68% | -13.19% | -17.73% | +15.26% | +7.64% | -1.34% | +8.38% | +3.91% | -2.46% | -0.33% | +9.78% | +2.84% | +14.21% |
| 2019 | +8.76% | +2.56% | +1.97% | +1.70% | +1.99% | +3.54% | +4.02% | +2.80% | +5.12% | +3.32% | -3.67% | +1.48% | +38.66% |
| 2018 | -7.87% | +1.05% | +0.25% | -2.43% | +1.56% | +1.24% | +1.69% | +0.55% | -4.94% | -3.88% | -3.32% | +1.53% | -14.13% |
| 2017 | +6.03% | -1.37% | +3.89% | +1.91% | +3.57% | +1.60% | -2.83% | +0.45% | +0.49% | -0.16% | +0.64% | +1.91% | +17% |
Drawdown analysis of FLC (Flaherty & Crumrine Total Return Fund)
The maximum drawdown for the FLC was -76.84%, occurring on Oct 10, 2008. Recovery took 347 trading sessions.
The current FLC drawdown is -4.70%.
Since Oct 9, 2003 FLC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.84% | Mar 23, 2007 | 392 | Oct 10, 2008 | 347 | Mar 1, 2010 | 739 |
| -55.27% | Feb 10, 2020 | 26 | Mar 18, 2020 | 165 | Nov 10, 2020 | 191 |
| -40.11% | Oct 22, 2021 | 500 | Oct 19, 2023 | 579 | Feb 11, 2026 | 1079 |
| -19.35% | May 18, 2011 | 56 | Aug 8, 2011 | 95 | Dec 21, 2011 | 151 |
| -18.80% | Feb 4, 2005 | 217 | Dec 14, 2005 | 238 | Nov 24, 2006 | 455 |
| -18.66% | Jul 14, 2017 | 364 | Dec 24, 2018 | 89 | May 3, 2019 | 453 |
| -17.62% | May 7, 2013 | 72 | Aug 19, 2013 | 163 | Apr 11, 2014 | 235 |
| -17.20% | Mar 15, 2004 | 38 | May 7, 2004 | 188 | Feb 4, 2005 | 226 |
| -16.37% | Jul 8, 2016 | 90 | Nov 14, 2016 | 109 | Apr 24, 2017 | 199 |
| -13.56% | May 3, 2010 | 3 | May 6, 2010 | 26 | Jun 14, 2010 | 29 |
| -11.80% | Jan 29, 2015 | 143 | Aug 24, 2015 | 109 | Jan 29, 2016 | 252 |
| -11.09% | Oct 16, 2012 | 20 | Nov 15, 2012 | 37 | Jan 10, 2013 | 57 |
| -11.08% | Oct 13, 2010 | 42 | Dec 13, 2010 | 43 | Feb 14, 2011 | 85 |
| -8.96% | Dec 22, 2020 | 13 | Jan 12, 2021 | 53 | Mar 30, 2021 | 66 |
| -8.34% | Feb 11, 2026 | 31 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -6.82% | Feb 3, 2016 | 6 | Feb 11, 2016 | 14 | Mar 3, 2016 | 20 |
| -6.69% | May 6, 2014 | 63 | Aug 5, 2014 | 54 | Oct 21, 2014 | 117 |
| -6.62% | Apr 14, 2021 | 20 | May 12, 2021 | 114 | Oct 22, 2021 | 134 |
| -5.22% | Dec 19, 2014 | 7 | Dec 31, 2014 | 13 | Jan 21, 2015 | 20 |
| -4.77% | Nov 1, 2019 | 20 | Dec 2, 2019 | 27 | Jan 10, 2020 | 47 |
| -4.48% | Aug 9, 2010 | 11 | Aug 24, 2010 | 14 | Sep 14, 2010 | 25 |
| -4.32% | Jun 17, 2010 | 11 | Jul 2, 2010 | 12 | Jul 21, 2010 | 23 |
| -3.95% | Oct 10, 2019 | 3 | Oct 15, 2019 | 13 | Nov 1, 2019 | 16 |
| -3.88% | Feb 27, 2012 | 29 | Apr 9, 2012 | 50 | Jun 19, 2012 | 79 |
| -3.79% | Jan 24, 2013 | 35 | Mar 15, 2013 | 14 | Apr 5, 2013 | 49 |