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FLC: Flaherty & Crumrine Total Return Fund Inc (CEF)
Basic Info 16.72 0.11(0.65%) June 05
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/27/2003 |
| Last Dividend Date: | 05/21/2026 |
| 12-Mo. Yield | 7.50% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | -1.5 | 7.3 | 12.1 | 0.3 | 5.1 | 7.1 | 7.8 | 6.7 | 12.4 | 23.1 | -0.8 | -25.1 | 2.8 | 14.1 | 38.8 | -14.1 | 17.0 | 12.1 | 5.2 | 15.6 | 1.3 | 16.6 | 18.9 | 30.3 | 107.3 | -45.7 | -15.0 | 21.2 | -16.5 | 4.1 | 4.3 |
| Sharpe Ratio | NA | -0.3 | 1.03 | 1.0 | -0.14 | 0.15 | NA | NA | 0.23 | 0.87 | 2.04 | -0.25 | -1.36 | 0.24 | 0.22 | 3.13 | -1.67 | 1.83 | 0.76 | 0.4 | 1.83 | 0.1 | 1.37 | 0.93 | 1.39 | 3.15 | -0.68 | -1.65 | 1.98 | -1.93 | 0.21 | 2.09 |
| Draw Down(%) | NA | 8.3 | 8.3 | 11.9 | 40.1 | 55.3 | NA | NA | 76.8 | 9.9 | 5.8 | 26.2 | 30.8 | 8.0 | 55.3 | 4.8 | 18.4 | 6.2 | 16.3 | 11.8 | 6.7 | 17.6 | 11.1 | 19.4 | 13.5 | 39.1 | 73.3 | 23.0 | 7.9 | 19.3 | 17.2 | 3.0 |
| Standard Deviation(%) | NA | 9.1 | 7.2 | 10.9 | 14.1 | 23.2 | NA | NA | 24.1 | 11.0 | 9.6 | 17.8 | 19.6 | 11.7 | 61.7 | 11.9 | 9.3 | 9.0 | 15.7 | 12.9 | 8.5 | 13.4 | 12.2 | 20.4 | 21.8 | 34.0 | 68.1 | 11.0 | 9.0 | 9.8 | 14.5 | 5.8 |
| Treynor Ratio | NA | -0.08 | 0.36 | 0.26 | -0.06 | 0.11 | NA | NA | 0.84 | 0.34 | 0.55 | -0.11 | -0.67 | 0.14 | 0.32 | 70.11 | -1.19 | 2.78 | 0.73 | 0.79 | 2.05 | 0.04 | -0.89 | -0.52 | -0.69 | -2.56 | 0.85 | -3.13 | 0.55 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.03 | 0.04 | 0.0 | 0.02 | NA | NA | 0.03 | 0.03 | 0.08 | -0.02 | -0.06 | 0.02 | 0.1 | 0.13 | -0.06 | 0.06 | 0.05 | 0.02 | 0.05 | 0.02 | 0.07 | 0.11 | 0.13 | 0.32 | -0.13 | -0.08 | 0.06 | NA | NA | NA |
| Beta | NA | 0.34 | 0.21 | 0.43 | 0.35 | 0.33 | NA | NA | 0.07 | 0.28 | 0.35 | 0.42 | 0.4 | 0.2 | 0.43 | 0.01 | 0.13 | 0.06 | 0.16 | 0.07 | 0.08 | 0.29 | -0.19 | -0.36 | -0.44 | -0.42 | -0.55 | 0.06 | 0.33 | NA | NA | NA |
| RSquared | NA | 0.11 | 0.06 | 0.2 | 0.1 | 0.03 | NA | NA | 0.0 | 0.06 | 0.18 | 0.12 | 0.12 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.05 | 0.02 | 0.07 | 0.06 | 0.03 | 0.01 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.0 | 7.4 | 7.8 | 5.2 | 6.5 | 8.0 | 7.6 | N/A | 7.1 | 7.6 | 6.8 | 6.2 | 6.7 | 6.6 | 8.1 | 6.7 | 7.8 | 8.4 | 8.2 | 8.7 | 8.4 | 9.5 | 9.9 | 10.6 | 15.4 | 9.2 | 7.2 | 8.1 | 6.7 | 7.7 | 0.8 |
| Dividend Growth(%) | N/A | -56.3 | 8.3 | -21.7 | -16.9 | -14.2 | N/A | N/A | N/A | 7.8 | 2.6 | -23.7 | -9.8 | 5.7 | 5.5 | -2.0 | -8.1 | -4.2 | -0.2 | 0.0 | -5.3 | -2.1 | 3.6 | 10.2 | 16.3 | -14.3 | 0.6 | -1.4 | -5.5 | -15.6 | 863.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2003
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