IPO vs PFD
Comparison between RENAISSANCE IPO ETF (IPO, ETF) and Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF).
5-Year PerformancePFD has outperformed IPO, delivering a return of -1.5% compared to -2.4%
IPO vs PFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IPO vs PFD - Historical Returns
Returns include dividend reinvestment.
IPO vs PFD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IPO | PFD |
|---|---|---|
| 2026 | +18.65% | -1.16% |
| 2025 | +3.34% | +12.90% |
| 2024 | +20.50% | +21.17% |
| 2023 | +55.06% | -5.20% |
| 2022 | -56.71% | -30.70% |
| 2021 | -9.24% | +0.18% |
| 2020 | +104.07% | +30.45% |
| 2019 | +33.94% | +39.91% |
| 2018 | -17.82% | -17.19% |
| 2017 | +36.17% | +12.96% |
| 2016 | +2.36% | +18.95% |
| 2015 | -7.95% | -1.03% |
| 2014 | +7.41% | +23.32% |
| 2013 | +7.55% | -4.77% |
| 2012 | N/A | +4.69% |
| 2011 | N/A | +31.81% |
| 2010 | N/A | +23.00% |
| 2009 | N/A | +78.47% |
| 2008 | N/A | -47.50% |
| 2007 | N/A | -25.92% |
| 2006 | N/A | +11.40% |
| 2005 | N/A | -5.01% |
| 2004 | N/A | +6.87% |
| 2003 | N/A | +30.64% |
| 2002 | N/A | +10.18% |
| 2001 | N/A | +28.11% |
| 2000 | N/A | -0.12% |
| 1999 | N/A | -3.92% |
IPO vs PFD Drawdown Comparison
The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.
The current IPO drawdown is -26.16%. The current PFD drawdown is -21.38%.
| Rank | IPO | PFD |
|---|---|---|
| #1 | -68.76% Feb 12, 2021 - Dec 28, 2022 | -81.73% Jan 25, 2007 - Aug 10, 2010 |
| #2 | -38.47% Feb 19, 2020 - May 20, 2020 | -53.39% Feb 20, 2020 - Sep 22, 2020 |
| #3 | -36.73% Apr 16, 2015 - May 15, 2017 | -50.55% Dec 23, 2020 - Oct 17, 2023 |
| #4 | -31.34% Jun 18, 2018 - May 3, 2019 | -26.91% Dec 15, 2017 - May 23, 2019 |
| #5 | -17.59% Jul 26, 2019 - Jan 16, 2020 | -24.03% Mar 25, 2004 - Feb 10, 2005 |
| #6 | -13.19% Mar 5, 2014 - Sep 8, 2014 | -21.09% Apr 22, 2013 - Apr 25, 2014 |
| #7 | -11.58% Oct 13, 2020 - Nov 20, 2020 | -20.74% Jul 20, 2011 - Sep 14, 2011 |
| #8 | -10.96% Sep 11, 2014 - Nov 12, 2014 | -20.19% Aug 18, 2016 - May 4, 2017 |
| #9 | -10.76% Sep 1, 2020 - Sep 29, 2020 | -19.42% Apr 22, 2015 - Apr 20, 2016 |
| #10 | -9.40% Dec 22, 2020 - Jan 21, 2021 | -18.04% Mar 2, 2005 - Nov 6, 2006 |
| #11 | -8.14% Aug 5, 2020 - Aug 26, 2020 | -16.16% Oct 12, 2010 - Apr 20, 2011 |
| #12 | -7.39% May 3, 2019 - Jun 18, 2019 | -13.88% Sep 4, 2002 - Jan 6, 2003 |
| #13 | -7.03% Jan 23, 2018 - Mar 6, 2018 | -12.38% Sep 19, 2011 - Oct 19, 2011 |
| #14 | -6.78% Nov 24, 2014 - Feb 11, 2015 | -12.00% Oct 19, 2012 - Jan 23, 2013 |
| #15 | -6.75% Jul 9, 2020 - Aug 3, 2020 | -11.92% Feb 24, 2012 - Aug 13, 2012 |
Correlation
Correlation between IPO and PFD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
IPO vs PFD dividend yield comparison.
| Year | IPO | PFD |
|---|---|---|
| 2026 | 0.11% | 2.96% |
| 2025 | 0.66% | 6.47% |
| 2024 | 0.12% | 6.46% |
| 2023 | 0.00% | 6.94% |
| 2022 | 0.00% | 7.97% |
| 2021 | 0.00% | 5.82% |
| 2020 | 0.10% | 5.09% |
| 2019 | 0.26% | 5.85% |
| 2018 | 0.49% | 8.14% |
| 2017 | 0.43% | 6.85% |
| 2016 | 0.40% | 7.44% |
| 2015 | 0.11% | 8.36% |
| 2014 | 2.45% | 7.67% |
| 2013 | 0.07% | 9.46% |
| 2012 | 0.00% | 9.05% |
| 2011 | 0.00% | 8.08% |
| 2010 | 0.00% | 8.70% |
| 2009 | 0.00% | 7.31% |
| 2008 | 0.00% | 16.51% |
| 2007 | 0.00% | 8.82% |
| 2006 | 0.00% | 6.17% |
| 2005 | 0.00% | 6.83% |
| 2004 | 0.00% | 6.60% |
| 2003 | 0.00% | 6.20% |
| 2002 | 0.00% | 7.67% |
| 2001 | 0.00% | 7.25% |
| 2000 | 0.00% | 3.38% |
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