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PFD vs IPO

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and RENAISSANCE IPO ETF (IPO, ETF).

5-Year PerformancePFD has outperformed IPO, delivering a return of -1.5% compared to -2.4%

PFD vs IPO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFD
$161M
Winner
IPO
$161M
Expense Ratio
PFD
N/A
IPO
0.60%
Max Drawdown
PFD
85.75%
Winner
IPO
68.76%
Sharpe Ratio
PFD
0.66
Winner
IPO
0.84
5Y Beta
Winner
PFD
0.34
IPO
1.49
P/E Ratio
PFD
N/A
IPO
393.44
Forward P/E
PFD
N/A
IPO
40.51
PEG Ratio
PFD
N/A
IPO
0.50
5Y Dividends CAGR
PFD
-4.63%
IPO
N/A
P/S Ratio
PFD
N/A
IPO
4.95
P/B Ratio
PFD
N/A
IPO
6.62

PFD vs IPO - Historical Returns

Returns include dividend reinvestment.

1M
PFD
-0.18%
Winner
IPO
+14.29%
3M
PFD
+1.71%
Winner
IPO
+31.40%
6M
PFD
+0.94%
Winner
IPO
+19.63%
1Y
PFD
+9.35%
Winner
IPO
+27.35%
5Y(CAGR)
Winner
PFD
-1.51%
IPO
-2.43%
10Y(CAGR)
PFD
+4.12%
Winner
IPO
+11.39%
Max(CAGR)
PFD
+7.08%
Winner
IPO
+8.74%

PFD vs IPO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFDIPO
2026-1.16%+18.65%
2025+12.90%+3.34%
2024+21.17%+20.50%
2023-5.20%+55.06%
2022-30.70%-56.71%
2021+0.18%-9.24%
2020+30.45%+104.07%
2019+39.91%+33.94%
2018-17.19%-17.82%
2017+12.96%+36.17%
2016+18.95%+2.36%
2015-1.03%-7.95%
2014+23.32%+7.41%
2013-4.77%+7.55%
2012+4.69%N/A
2011+31.81%N/A
2010+23.00%N/A
2009+78.47%N/A
2008-47.50%N/A
2007-25.92%N/A
2006+11.40%N/A
2005-5.01%N/A
2004+6.87%N/A
2003+30.64%N/A
2002+10.18%N/A
2001+28.11%N/A
2000-0.12%N/A
1999-3.92%N/A

PFD vs IPO Drawdown Comparison

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

The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current PFD drawdown is -21.38%. The current IPO drawdown is -26.16%.

RankPFDIPO
#1-81.73%
Jan 25, 2007 - Aug 10, 2010		-68.76%
Feb 12, 2021 - Dec 28, 2022
#2-53.39%
Feb 20, 2020 - Sep 22, 2020		-38.47%
Feb 19, 2020 - May 20, 2020
#3-50.55%
Dec 23, 2020 - Oct 17, 2023		-36.73%
Apr 16, 2015 - May 15, 2017
#4-26.91%
Dec 15, 2017 - May 23, 2019		-31.34%
Jun 18, 2018 - May 3, 2019
#5-24.03%
Mar 25, 2004 - Feb 10, 2005		-17.59%
Jul 26, 2019 - Jan 16, 2020
#6-21.09%
Apr 22, 2013 - Apr 25, 2014		-13.19%
Mar 5, 2014 - Sep 8, 2014
#7-20.74%
Jul 20, 2011 - Sep 14, 2011		-11.58%
Oct 13, 2020 - Nov 20, 2020
#8-20.19%
Aug 18, 2016 - May 4, 2017		-10.96%
Sep 11, 2014 - Nov 12, 2014
#9-19.42%
Apr 22, 2015 - Apr 20, 2016		-10.76%
Sep 1, 2020 - Sep 29, 2020
#10-18.04%
Mar 2, 2005 - Nov 6, 2006		-9.40%
Dec 22, 2020 - Jan 21, 2021
#11-16.16%
Oct 12, 2010 - Apr 20, 2011		-8.14%
Aug 5, 2020 - Aug 26, 2020
#12-13.88%
Sep 4, 2002 - Jan 6, 2003		-7.39%
May 3, 2019 - Jun 18, 2019
#13-12.38%
Sep 19, 2011 - Oct 19, 2011		-7.03%
Jan 23, 2018 - Mar 6, 2018
#14-12.00%
Oct 19, 2012 - Jan 23, 2013		-6.78%
Nov 24, 2014 - Feb 11, 2015
#15-11.92%
Feb 24, 2012 - Aug 13, 2012		-6.75%
Jul 9, 2020 - Aug 3, 2020

Correlation

Correlation between PFD and IPO is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2000 - 2026)

PFD vs IPO dividend yield comparison.

YearPFDIPO
20262.96%0.11%
20256.47%0.66%
20246.46%0.12%
20236.94%0.00%
20227.97%0.00%
20215.82%0.00%
20205.09%0.10%
20195.85%0.26%
20188.14%0.49%
20176.85%0.43%
20167.44%0.40%
20158.36%0.11%
20147.67%2.45%
20139.46%0.07%
20129.05%0.00%
20118.08%0.00%
20108.70%0.00%
20097.31%0.00%
200816.51%0.00%
20078.82%0.00%
20066.17%0.00%
20056.83%0.00%
20046.60%0.00%
20036.20%0.00%
20027.67%0.00%
20017.25%0.00%
20003.38%0.00%

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