Performance analysis of PFD (Flaherty & Crumrine Preferred and Income Fund)
Annual Return
Over the past 3 years, PFD has had an average annual return of +12.11%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, PFD has had an average annual return of -1.51%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, PFD has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Nov 1, 1999, PFD has had an average annual return of +7.08%, underperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.03% | +12.95% | +21.66% | -4.85% | -31.89% | -2.04% | +29.78% | +43.42% | -17.19% | +10.70% | +20.97% | -0.89% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.03% | -2.04% | +4.84% | +32.72% | +20.88% | +96.61% | -43.64% | -25.66% | +11.75% | -5.95% | +6.06% | +30.64% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +10.93% | +30.75% | +2.43% | -3.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.40% | +1.58% | -6.04% | +4.90% | -0.78% | -0.78% | -1.03% | ||||||
| 2025 | +0.63% | +0.45% | +0.36% | -2.39% | +1.86% | +3.11% | +0.90% | +1.79% | +5.16% | +0.70% | -1.03% | +0.88% | +12.95% |
| 2024 | +7.15% | -2.04% | +3.97% | -5.22% | +3.63% | +1.88% | +4.39% | +7.48% | +3.62% | -3.79% | +0.11% | -0.52% | +21.66% |
| 2023 | +12.62% | -4.85% | -9.50% | -3.33% | -3.26% | +1.11% | +3.13% | -2.92% | -5.90% | -2.78% | +11.85% | +1.27% | -4.85% |
| 2022 | -7.02% | -12.17% | -1.40% | -8.01% | +0.24% | +0.10% | +2.15% | -0.55% | -15.27% | -0.45% | +8.50% | -1.42% | -31.89% |
| 2021 | +1.67% | -8.13% | +1.51% | +4.62% | -7.68% | -0.98% | +0.87% | -3.75% | -1.29% | +5.12% | +5% | +2.13% | -2.04% |
| 2020 | +2.79% | -10.61% | -14.06% | +17.49% | +7.44% | -3.15% | +7.86% | +6.14% | +0.85% | +3.52% | +11.71% | +0.68% | +29.78% |
| 2019 | +14.34% | +2.02% | +3.87% | -3.11% | +8.11% | +3.82% | +5.14% | -4.78% | +2.76% | +6.01% | +3.90% | -3.95% | +43.42% |
| 2018 | -9.76% | +4.54% | -2.16% | -0.97% | +1.49% | +0.88% | +2.65% | +2.67% | -7.47% | -2.79% | -3.20% | -3.54% | -17.19% |
| 2017 | -0.49% | +1.89% | +4.62% | +0.18% | +2.05% | +3.79% | -6.20% | +3.84% | +0.49% | +2.73% | +0.67% | -2.84% | +10.70% |
Drawdown analysis of PFD (Flaherty & Crumrine Preferred and Income Fund)
The maximum drawdown for the PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 460 trading sessions.
The current PFD drawdown is -21.38%.
Since Nov 1, 1999 PFD has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.73% | Jan 25, 2007 | 432 | Oct 10, 2008 | 460 | Aug 10, 2010 | 892 |
| -53.39% | Feb 20, 2020 | 19 | Mar 18, 2020 | 130 | Sep 22, 2020 | 149 |
| -50.55% | Dec 23, 2020 | 707 | Oct 17, 2023 | Ongoing | Ongoing | Ongoing |
| -26.91% | Dec 15, 2017 | 255 | Dec 21, 2018 | 104 | May 23, 2019 | 359 |
| -24.03% | Mar 25, 2004 | 31 | May 10, 2004 | 191 | Feb 10, 2005 | 222 |
| -21.09% | Apr 22, 2013 | 83 | Aug 19, 2013 | 172 | Apr 25, 2014 | 255 |
| -20.74% | Jul 20, 2011 | 13 | Aug 8, 2011 | 26 | Sep 14, 2011 | 39 |
| -20.19% | Aug 18, 2016 | 61 | Nov 14, 2016 | 117 | May 4, 2017 | 178 |
| -19.42% | Apr 22, 2015 | 87 | Aug 25, 2015 | 164 | Apr 20, 2016 | 251 |
| -18.04% | Mar 2, 2005 | 19 | Mar 30, 2005 | 406 | Nov 6, 2006 | 425 |
| -16.16% | Oct 12, 2010 | 43 | Dec 13, 2010 | 89 | Apr 20, 2011 | 132 |
| -13.89% | Sep 4, 2002 | 34 | Oct 22, 2002 | 51 | Jan 6, 2003 | 85 |
| -12.38% | Sep 19, 2011 | 11 | Oct 4, 2011 | 11 | Oct 19, 2011 | 22 |
| -12.00% | Oct 19, 2012 | 46 | Dec 28, 2012 | 16 | Jan 23, 2013 | 62 |
| -11.92% | Feb 24, 2012 | 22 | Mar 27, 2012 | 96 | Aug 13, 2012 | 118 |
| -11.53% | Nov 18, 1999 | 24 | Dec 23, 1999 | 15 | Jan 14, 2000 | 39 |
| -11.47% | Feb 25, 2002 | 11 | Mar 12, 2002 | 89 | Jul 18, 2002 | 100 |
| -10.03% | Jan 14, 2000 | 9 | Jan 28, 2000 | 235 | Jan 3, 2001 | 244 |
| -9.30% | Aug 16, 2019 | 7 | Aug 27, 2019 | 46 | Oct 31, 2019 | 53 |
| -8.53% | Jul 3, 2003 | 26 | Aug 11, 2003 | 57 | Oct 30, 2003 | 83 |
| -8.26% | Jun 19, 2014 | 32 | Aug 5, 2014 | 68 | Nov 10, 2014 | 100 |
| -8.10% | Jun 23, 2017 | 33 | Aug 10, 2017 | 58 | Nov 1, 2017 | 91 |
| -8.10% | Oct 20, 2011 | 8 | Nov 1, 2011 | 36 | Dec 22, 2011 | 44 |
| -7.58% | Jul 26, 2001 | 38 | Sep 25, 2001 | 8 | Oct 5, 2001 | 46 |
| -7.18% | May 11, 2016 | 6 | May 19, 2016 | 25 | Jun 24, 2016 | 31 |