Performance analysis of PFO (Flaherty & Crumrine Preferred and Income Opportunity Fund)
Annual Return
Over the past 3 years, PFO has had an average annual return of +12.46%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PFO has had an average annual return of -0.60%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PFO has had an average annual return of +4.30%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, PFO has had an average annual return of +7.18%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.50% | +12.46% | +21.40% | -0.56% | -27.24% | +3.58% | +14.19% | +24.92% | -4.19% | +13.98% | +12.64% | -0.19% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +23.80% | -2.79% | +9.40% | +29.04% | +24.75% | +99.40% | -45.41% | -17.88% | +19.16% | -12.03% | +0.78% | +26.24% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.60% | +23.68% | +2.98% | -1.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.59% | -0.48% | -4.67% | +2.92% | +0.07% | -0.76% | -0.50% | ||||||
| 2025 | +2.12% | +1.43% | +0.44% | -4.11% | +2.74% | +3.58% | +0.77% | +0.99% | +5.27% | +1.05% | -2.11% | -0.05% | +12.46% |
| 2024 | +5.60% | -0.65% | +2.74% | -3.84% | +4.44% | +1.65% | +1.75% | +6.30% | +4.41% | -2.04% | +0.78% | -1.05% | +21.40% |
| 2023 | +12.06% | -4.09% | -9.16% | -1.70% | -4.75% | +5.61% | +0.47% | -2.81% | -3.17% | -4.36% | +9.84% | +3.69% | -0.56% |
| 2022 | -7.73% | -6.44% | +6.33% | -9.35% | -3.50% | -3.44% | +7.31% | -4.74% | -10.22% | +0.19% | +10.03% | -7.25% | -27.24% |
| 2021 | -1.84% | -2.46% | +6.42% | +2.20% | -1.14% | +1.95% | -2.20% | +0.28% | -0.58% | +0.76% | -2.11% | +2.62% | +3.58% |
| 2020 | +2.21% | -8.66% | -12.32% | +16.23% | +2.15% | -3.67% | +10.66% | -1.16% | -0.61% | -1.29% | +7.09% | +6.17% | +14.19% |
| 2019 | +8.75% | -2.19% | +1.82% | +0.65% | +5.10% | +0.29% | +7.47% | -1.90% | +0.60% | +0.18% | +1.01% | +1.31% | +24.92% |
| 2018 | -6.46% | +1.79% | -1.65% | -0.96% | +1.94% | -0.12% | +9.31% | +3.31% | -2.45% | -2.62% | -2.37% | -3.10% | -4.19% |
| 2017 | +6.60% | +0.63% | +1.50% | +2.70% | +3.07% | +1.53% | -2.85% | +0.32% | +1.90% | +0.32% | -1.07% | -1.17% | +13.98% |
Drawdown analysis of PFO (Flaherty & Crumrine Preferred and Income Opportunity Fund)
The maximum drawdown for the PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 360 trading sessions.
The current PFO drawdown is -5.14%.
Since Nov 1, 1999 PFO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.42% | Mar 28, 2007 | 389 | Oct 10, 2008 | 360 | Mar 18, 2010 | 749 |
| -48.97% | Feb 21, 2020 | 18 | Mar 18, 2020 | 147 | Oct 15, 2020 | 165 |
| -40.11% | Jul 7, 2021 | 576 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -20.60% | Apr 23, 2013 | 84 | Aug 21, 2013 | 185 | May 16, 2014 | 269 |
| -20.28% | Apr 21, 2015 | 87 | Aug 24, 2015 | 148 | Mar 28, 2016 | 235 |
| -20.05% | Jul 21, 2011 | 12 | Aug 8, 2011 | 93 | Dec 19, 2011 | 105 |
| -19.67% | Nov 9, 2018 | 29 | Dec 24, 2018 | 92 | May 8, 2019 | 121 |
| -18.41% | Mar 26, 2004 | 30 | May 10, 2004 | 335 | Sep 7, 2005 | 365 |
| -17.71% | Sep 7, 2005 | 177 | May 22, 2006 | 159 | Jan 9, 2007 | 336 |
| -16.67% | Aug 10, 2016 | 67 | Nov 14, 2016 | 107 | Apr 20, 2017 | 174 |
| -15.36% | Sep 14, 2010 | 63 | Dec 13, 2010 | 52 | Feb 28, 2011 | 115 |
| -15.12% | Jan 5, 2000 | 57 | Mar 28, 2000 | 192 | Dec 29, 2000 | 249 |
| -12.87% | May 13, 2010 | 5 | May 20, 2010 | 54 | Aug 6, 2010 | 59 |
| -12.70% | Aug 23, 2002 | 40 | Oct 21, 2002 | 45 | Dec 24, 2002 | 85 |
| -12.63% | Jul 17, 2017 | 135 | Jan 29, 2018 | 142 | Aug 21, 2018 | 277 |
| -11.71% | Nov 18, 1999 | 23 | Dec 22, 1999 | 9 | Jan 5, 2000 | 32 |
| -11.41% | Feb 17, 2012 | 26 | Mar 27, 2012 | 78 | Jul 18, 2012 | 104 |
| -10.51% | Dec 17, 2020 | 16 | Jan 12, 2021 | 19 | Feb 9, 2021 | 35 |
| -10.37% | Oct 19, 2012 | 17 | Nov 15, 2012 | 41 | Jan 16, 2013 | 58 |
| -9.82% | Feb 12, 2021 | 7 | Feb 24, 2021 | 75 | Jun 11, 2021 | 82 |
| -9.24% | Feb 21, 2002 | 12 | Mar 11, 2002 | 64 | Jun 11, 2002 | 76 |
| -8.21% | May 3, 2010 | 4 | May 7, 2010 | 4 | May 13, 2010 | 8 |
| -8.16% | Oct 15, 2020 | 9 | Oct 28, 2020 | 21 | Nov 27, 2020 | 30 |
| -8.12% | May 27, 2014 | 49 | Aug 5, 2014 | 67 | Nov 7, 2014 | 116 |
| -7.86% | Apr 16, 2003 | 73 | Jul 31, 2003 | 63 | Oct 29, 2003 | 136 |