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FLC vs SPY

Comparison between Flaherty & Crumrine Total Return Fund Inc (FLC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FLC, delivering a return of +13.3% compared to +0.0%

FLC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FLC
$196M
Winner
SPY
$735B
Expense Ratio
FLC
N/A
SPY
0.09%
Max Drawdown
FLC
83.05%
Winner
SPY
56.47%
Sharpe Ratio
FLC
0.53
Winner
SPY
1.62
5Y Beta
Winner
FLC
0.35
SPY
1.00
P/E Ratio
FLC
N/A
SPY
28.99
Forward P/E
FLC
N/A
SPY
22.37
5Y Dividends CAGR
FLC
-4.48%
Winner
SPY
5.43%
5Y EPS CAGR
FLC
N/A
SPY
26.05%
Debt to Equity
FLC
N/A
SPY
32.40%
P/S Ratio
FLC
N/A
SPY
3.74
P/B Ratio
FLC
N/A
SPY
5.61

FLC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FLC
-1.73%
Winner
SPY
+1.90%
3M
FLC
-3.06%
Winner
SPY
+8.55%
6M
FLC
-0.41%
Winner
SPY
+8.18%
1Y
FLC
+7.25%
Winner
SPY
+25.79%
5Y(CAGR)
FLC
+0.04%
Winner
SPY
+13.32%
10Y(CAGR)
FLC
+4.93%
Winner
SPY
+15.19%
Max(CAGR)
FLC
+6.74%
Winner
SPY
+8.47%

FLC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFLCSPY
2026-1.76%+8.26%
2025+11.76%+18.00%
2024+22.19%+25.59%
2023-1.94%+26.72%
2022-25.34%-18.64%
2021+4.44%+30.52%
2020+13.45%+17.28%
2019+37.30%+31.09%
2018-13.29%-5.24%
2017+16.24%+20.78%
2016+11.03%+13.59%
2015+3.84%+1.31%
2014+14.49%+14.56%
2013-1.28%+29.00%
2012+18.17%+14.17%
2011+18.59%+0.85%
2010+29.30%+13.14%
2009+92.93%+22.67%
2008-45.87%-36.25%
2007-15.44%+5.32%
2006+19.12%+13.85%
2005-15.77%+5.32%
2004+5.81%+10.75%
2003+4.93%+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FLC vs SPY Drawdown Comparison

The maximum drawdown for FLC was -76.84%, occurring on Oct 10, 2008. Recovery took 739 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FLC drawdown is -4.93%. The current SPY drawdown is -2.90%.

RankFLCSPY
#1-76.84%
Mar 23, 2007 - Mar 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.27%
Feb 10, 2020 - Nov 10, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.11%
Oct 22, 2021 - Feb 11, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.34%
May 18, 2011 - Dec 21, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.80%
Feb 4, 2005 - Nov 24, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.66%
Jul 14, 2017 - May 3, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.62%
May 7, 2013 - Apr 11, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.20%
Mar 15, 2004 - Feb 4, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.37%
Jul 8, 2016 - Apr 24, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.55%
May 3, 2010 - Jun 14, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.81%
Jan 29, 2015 - Jan 29, 2016		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.09%
Oct 16, 2012 - Jan 10, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.08%
Oct 13, 2010 - Feb 14, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.96%
Dec 22, 2020 - Mar 30, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.34%
Feb 11, 2026 - Mar 27, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FLC and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

FLC vs SPY dividend yield comparison.

YearFLCSPY
20263.11%0.24%
20256.81%1.07%
20246.62%1.21%
20237.38%1.40%
20228.95%1.65%
20216.86%1.20%
20206.27%1.52%
20196.31%1.75%
20188.34%2.04%
20177.22%1.80%
20168.20%2.03%
20158.51%2.06%
20148.25%1.87%
20139.28%1.81%
20128.72%2.18%
20119.08%2.05%
20108.93%1.80%
20099.13%1.95%
200819.19%3.02%
20079.08%1.85%
20067.24%1.73%
20059.45%1.73%
20047.86%1.82%
20031.41%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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