BCV vs PFD

Comparison between Bancroft Fund Ltd (BCV, ETF) and Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF).

5-Year PerformanceBCV has outperformed PFD, delivering a return of +4.3% compared to -1.5%

BCV vs PFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCV(ETF)	PFD(ETF)
Net Assets	$161M	$161M
Max Drawdown	62.21%	85.75%
Sharpe Ratio	1.82	0.62
5Y Beta	0.62	0.34
5Y Dividends CAGR	-12.02%	-4.63%

Net Assets

BCV

$161M

PFD

$161M

Max Drawdown

Winner

BCV

62.21%

PFD

85.75%

Sharpe Ratio

Winner

BCV

1.82

PFD

0.62

5Y Beta

BCV

0.62

Winner

PFD

0.34

5Y Dividends CAGR

BCV

-12.02%

Winner

PFD

-4.63%

BCV vs PFD - Historical Returns

Returns include dividend reinvestment.

Period	BCV	PFD
1 month	+2.16%	-0.18%
3 months	+14.61%	+1.71%
6 months	+15.36%	+0.94%
1 year	+46.18%	+9.35%
5 years(CAGR)	+4.31%	-1.51%
10 years(CAGR)	+12.22%	+4.12%
Max(CAGR)	+8.39%	+7.08%

Winner

BCV

+2.16%

PFD

-0.18%

Winner

BCV

+14.61%

PFD

+1.71%

Winner

BCV

+15.36%

PFD

+0.94%

Winner

BCV

+46.18%

PFD

+9.35%

5Y(CAGR)

Winner

BCV

+4.31%

PFD

-1.51%

10Y(CAGR)

Winner

BCV

+12.22%

PFD

+4.12%

Max(CAGR)

Winner

BCV

+8.39%

PFD

+7.08%

BCV vs PFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BCV	PFD
2026	+17.77%	-1.16%
2025	+33.29%	+12.90%
2024	+21.50%	+21.17%
2023	+5.09%	-5.20%
2022	-33.62%	-30.70%
2021	+1.57%	+0.18%
2020	+29.50%	+30.45%
2019	+48.88%	+39.91%
2018	-4.43%	-17.19%
2017	+12.32%	+12.96%
2016	+20.80%	+18.95%
2015	-0.15%	-1.03%
2014	+11.53%	+23.32%
2013	+15.57%	-4.77%
2012	+10.67%	+4.69%
2011	-8.09%	+31.81%
2010	+16.93%	+23.00%
2009	+42.37%	+78.47%
2008	-38.16%	-47.50%
2007	+14.11%	-25.92%
2006	+15.79%	+11.40%
2005	+0.64%	-5.01%
2004	+5.81%	+6.87%
2003	+7.03%	+30.64%
2002	-8.72%	+10.18%
2001	+15.46%	+28.11%
2000	+13.42%	-0.12%
1999	+6.32%	-3.92%

BCV vs PFD Drawdown Comparison

The maximum drawdown for BCV was -50.83%, occurring on Oct 10, 2008. Recovery took 797 trading sessions.

The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.

The current BCV drawdown is -4.92%. The current PFD drawdown is -21.38%.

Rank	BCV	PFD
#1	-50.83% Oct 29, 2007 - Dec 28, 2010	-81.73% Jan 25, 2007 - Aug 10, 2010
#2	-48.78% Feb 12, 2021 - Nov 3, 2025	-53.39% Feb 20, 2020 - Sep 22, 2020
#3	-42.22% Feb 12, 2020 - Aug 3, 2020	-50.55% Dec 23, 2020 - Oct 17, 2023
#4	-23.28% Aug 29, 2001 - Feb 3, 2006	-26.91% Dec 15, 2017 - May 23, 2019
#5	-21.05% Jun 26, 2015 - Jul 22, 2016	-24.03% Mar 25, 2004 - Feb 10, 2005
#6	-20.04% May 2, 2011 - Jan 9, 2013	-21.09% Apr 22, 2013 - Apr 25, 2014
#7	-18.15% Sep 26, 2018 - Feb 6, 2019	-20.74% Jul 20, 2011 - Sep 14, 2011
#8	-13.39% Jul 16, 2007 - Oct 1, 2007	-20.19% Aug 18, 2016 - May 4, 2017
#9	-12.27% Feb 7, 2001 - May 14, 2001	-19.42% Apr 22, 2015 - Apr 20, 2016
#10	-11.76% Jan 28, 2026 - Apr 27, 2026	-18.04% Mar 2, 2005 - Nov 6, 2006
#11	-10.81% Sep 7, 2000 - Jan 25, 2001	-16.16% Oct 12, 2010 - Apr 20, 2011
#12	-10.69% Sep 5, 2014 - Feb 12, 2015	-13.88% Sep 4, 2002 - Jan 6, 2003
#13	-10.57% Nov 3, 2025 - Jan 15, 2026	-12.38% Sep 19, 2011 - Oct 19, 2011
#14	-10.46% Jan 26, 2018 - Aug 27, 2018	-12.00% Oct 19, 2012 - Jan 23, 2013
#15	-9.79% Apr 5, 2000 - Jul 7, 2000	-11.92% Feb 24, 2012 - Aug 13, 2012

Correlation

Correlation between BCV and PFD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

BCV vs PFD dividend yield comparison.

Year	BCV	PFD
2026	1.37%	2.96%
2025	5.93%	6.47%
2024	7.23%	6.46%
2023	8.01%	6.94%
2022	7.81%	7.97%
2021	15.63%	5.82%
2020	10.35%	5.09%
2019	6.59%	5.85%
2018	12.88%	8.14%
2017	5.33%	6.85%
2016	6.27%	7.44%
2015	9.81%	8.36%
2014	2.50%	7.67%
2013	3.01%	9.46%
2012	3.52%	9.05%
2011	3.62%	8.08%
2010	3.94%	8.70%
2009	4.83%	7.31%
2008	7.39%	16.51%
2007	14.53%	8.82%
2006	6.52%	6.17%
2005	4.17%	6.83%
2004	3.65%	6.60%
2003	3.80%	6.20%
2002	4.47%	7.67%
2001	7.08%	7.25%
2000	21.69%	3.38%
1999	15.11%	0.00%