FTHY vs TRC

Comparison between First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company) and Tejon Ranch Company (TRC, Company).

FTHY is from the Financial Services sector, while TRC is from the Industrials sector.

5-Year PerformanceTRC has outperformed FTHY, delivering a return of +4.0% compared to +2.9%

FTHY vs TRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTHY(COMPANY)	TRC(COMPANY)
Market Cap	$499M	$499M
Max Drawdown	41.62%	79.82%
Sharpe Ratio	0.15	0.47
5Y Beta	0.31	0.40
Industry	Asset Management	Conglomerates
P/E Ratio	10.94	294.56
Forward P/E	N/A	169.49
5Y Dividends CAGR	6.36%	N/A
Debt to Equity	33.30%	0.00%
Free Cash Flow Yield	6.06%	-14.12%

Market Cap

FTHY

$499M

Winner

TRC

$499M

Max Drawdown

Winner

FTHY

41.62%

TRC

79.82%

Sharpe Ratio

FTHY

0.15

Winner

TRC

0.47

5Y Beta

Winner

FTHY

0.31

TRC

0.40

Industry

FTHY

Asset Management

TRC

Conglomerates

P/E Ratio

Winner

FTHY

10.94

TRC

294.56

Forward P/E

FTHY

N/A

TRC

169.49

5Y Dividends CAGR

FTHY

6.36%

TRC

N/A

Debt to Equity

FTHY

33.30%

Winner

TRC

0.00%

Free Cash Flow Yield

Winner

FTHY

6.06%

TRC

-14.12%

FTHY vs TRC - Historical Returns

Returns include dividend reinvestment.

Period	FTHY	TRC
1 month	+1.67%	-4.45%
3 months	+3.03%	+1.26%
6 months	+2.49%	+15.28%
1 year	+4.72%	+12.20%
5 years(CAGR)	+2.89%	+3.96%
10 years(CAGR)	N/A	-2.31%
Max(CAGR)	+3.24%	-1.40%

Winner

FTHY

+1.67%

TRC

-4.45%

Winner

FTHY

+3.03%

TRC

+1.26%

FTHY

+2.49%

Winner

TRC

+15.28%

FTHY

+4.72%

Winner

TRC

+12.20%

5Y(CAGR)

FTHY

+2.89%

Winner

TRC

+3.96%

10Y(CAGR)

FTHY

N/A

TRC

-2.31%

Max(CAGR)

Winner

FTHY

+3.24%

TRC

-1.40%

FTHY vs TRC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FTHY	TRC
2026	+1.44%	+18.01%
2025	+7.39%	-0.25%
2024	+15.62%	-7.83%
2023	+14.12%	-8.75%
2022	-27.13%	-0.37%
2021	+9.39%	+32.78%
2020	+4.64%	-8.89%
2019	N/A	-4.71%
2018	N/A	-21.20%
2017	N/A	-16.96%
2016	N/A	+27.72%
2015	N/A	-34.12%
2014	N/A	-17.11%
2013	N/A	+23.90%
2012	N/A	+11.08%
2011	N/A	-12.26%
2010	N/A	-8.87%
2009	N/A	+18.68%
2008	N/A	-37.71%
2007	N/A	-26.71%
2006	N/A	+36.26%
2005	N/A	-0.35%
2004	N/A	+0.37%
2003	N/A	+36.29%
2002	N/A	+24.79%
2001	N/A	+24.21%
2000	N/A	-15.91%
1999	N/A	-11.75%

FTHY vs TRC Drawdown Comparison

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The maximum drawdown for TRC was -79.82%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current FTHY drawdown is -1.05%. The current TRC drawdown is -70.18%.

Rank	FTHY	TRC
#1	-31.19% Jan 11, 2022 - Jun 4, 2025	-79.82% Aug 1, 2005 - Mar 23, 2020
#2	-9.25% Jul 24, 2020 - Jul 12, 2021	-36.19% May 3, 2002 - Sep 11, 2003
#3	-5.68% Nov 9, 2021 - Jan 11, 2022	-32.28% Sep 15, 2000 - Aug 14, 2001
#4	-5.45% Feb 9, 2026 - May 29, 2026	-29.10% Aug 15, 2001 - Mar 11, 2002
#5	-4.31% Sep 9, 2025 - Feb 9, 2026	-25.68% Nov 1, 1999 - Aug 25, 2000
#6	-3.31% May 29, 2026 - Jun 5, 2026	-24.86% Jan 22, 2004 - Jan 19, 2005
#7	-3.28% Sep 27, 2021 - Oct 29, 2021	-20.30% Feb 18, 2005 - Jul 11, 2005
#8	-1.91% Jul 12, 2021 - Jul 22, 2021	-12.28% Sep 17, 2003 - Oct 14, 2003
#9	-1.69% Aug 30, 2021 - Sep 27, 2021	-12.23% Aug 25, 2000 - Sep 15, 2000
#10	-1.62% Jul 18, 2025 - Sep 8, 2025	-8.87% Dec 8, 2003 - Jan 20, 2004
#11	-1.47% Aug 2, 2021 - Aug 24, 2021	-7.11% Nov 6, 2003 - Dec 1, 2003
#12	-1.46% Jul 16, 2020 - Jul 24, 2020	-6.92% Apr 1, 2002 - Apr 30, 2002
#13	-1.36% Jul 3, 2025 - Jul 18, 2025	-5.78% Mar 11, 2002 - Mar 25, 2002
#14	-1.29% Jul 8, 2020 - Jul 15, 2020	-4.86% Oct 14, 2003 - Oct 30, 2003
#15	-1.27% Jul 22, 2021 - Aug 2, 2021	-2.99% Jul 15, 2005 - Jul 26, 2005