Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLC (Flaherty & Crumrine Total Return Fund Inc) | -1.52% | 7.27% | 12.21% | -0.03% | 4.93% | 7.17% | 7.83% | … | … |
Data as of 06/05/2026, Common starting date is 08/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLC (Flaherty & Crumrine Total Return Fund Inc) | 08/27/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.42 | 7.27 | 12.21 | -0.03 | 4.93 | 7.17 | 7.83 | … | … | -1.52 | 12.38 | 23.07 | -0.80 | -25.14 | 2.84 | 14.12 | 38.83 | -14.14 | 17.02 | 12.15 | 5.21 | 15.61 | 1.32 | 16.59 | 18.94 | 30.34 | 107.25 | -45.70 | -15.02 | 21.16 | -16.54 | 4.05 | 4.26 |
| Sharpe Ratio | NA | 0.63 | 0.82 | -0.18 | 0.15 | NA | NA | … | … | -0.67 | 0.87 | 2.04 | -0.25 | -1.36 | 0.24 | 0.22 | 3.13 | -1.67 | 1.83 | 0.76 | 0.40 | 1.83 | 0.10 | 1.37 | 0.93 | 1.39 | 3.15 | -0.68 | -1.65 | 1.98 | -1.93 | 0.21 | 2.09 |
| Standard Deviation(%) | NA | 7.30 | 10.88 | 14.12 | 23.17 | NA | NA | … | … | 9.05 | 10.96 | 9.55 | 17.79 | 19.55 | 11.65 | 61.65 | 11.93 | 9.34 | 8.99 | 15.73 | 12.92 | 8.51 | 13.45 | 12.17 | 20.42 | 21.76 | 34.03 | 68.12 | 11.03 | 9.00 | 9.75 | 14.46 | 5.82 |
| Draw Down(%) | NA | 8.34 | 11.86 | 40.15 | 55.27 | NA | NA | … | … | 8.34 | 9.87 | 5.82 | 26.17 | 30.80 | 7.96 | 55.27 | 4.78 | 18.44 | 6.21 | 16.34 | 11.81 | 6.69 | 17.60 | 11.11 | 19.36 | 13.52 | 39.07 | 73.30 | 23.01 | 7.92 | 19.33 | 17.20 | 2.97 |
| Yield(%) | 0.00 | 7.41 | 7.78 | 5.19 | 6.46 | 7.96 | 7.59 | … | … | 2.97 | 7.11 | 7.56 | 6.76 | 6.18 | 6.73 | 6.61 | 8.10 | 6.71 | 7.81 | 8.42 | 8.15 | 8.71 | 8.44 | 9.52 | 9.89 | 10.61 | 15.44 | 9.21 | 7.17 | 8.06 | 6.71 | 7.75 | 0.82 |
Data as of 06/05/2026, Common starting date is 08/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLC (Flaherty & Crumrine Total Return Fund Inc) |
-23.14%
Feb 2006 – Feb 2009 |
-16.15%
Mar 2004 – Mar 2009 |
3.77%
Apr 2013 – Apr 2023 |
6.37%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLC (Flaherty & Crumrine Total Return Fund Inc) |
56.42%
Mar 2009 – Mar 2012 |
36.44%
Mar 2009 – Mar 2014 |
21.10%
Mar 2009 – Mar 2019 |
14.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart