PFD vs RAFE

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and PIMCO RAFI ESG U.S. ETF (RAFE, ETF).

5-Year PerformanceRAFE has outperformed PFD, delivering a return of +11.5% compared to -0.4%

PFD vs RAFE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	RAFE(ETF)
Net Assets	$160M	$161M
Expense Ratio	N/A	0.29%
Max Drawdown	85.75%	35.74%
Sharpe Ratio	0.66	1.93
5Y Beta	0.34	0.77
P/E Ratio	N/A	23.26
Forward P/E	N/A	16.64
PEG Ratio	N/A	0.32
5Y Dividends CAGR	-3.18%	7.74%
5Y EPS CAGR	N/A	10.09%
Debt to Equity	N/A	82.67%
P/S Ratio	N/A	1.70
P/B Ratio	N/A	3.40

Net Assets

PFD

$160M

Winner

RAFE

$161M

Expense Ratio

PFD

N/A

RAFE

0.29%

Max Drawdown

PFD

85.75%

Winner

RAFE

35.74%

Sharpe Ratio

PFD

0.66

Winner

RAFE

1.93

5Y Beta

Winner

PFD

0.34

RAFE

0.77

P/E Ratio

PFD

N/A

RAFE

23.26

Forward P/E

PFD

N/A

RAFE

16.64

PEG Ratio

PFD

N/A

RAFE

0.32

5Y Dividends CAGR

PFD

-3.18%

Winner

RAFE

7.74%

5Y EPS CAGR

PFD

N/A

RAFE

10.09%

Debt to Equity

PFD

N/A

RAFE

82.67%

P/S Ratio

PFD

N/A

RAFE

1.70

P/B Ratio

PFD

N/A

RAFE

3.40

PFD vs RAFE - Historical Returns

Returns include dividend reinvestment.

Period	PFD	RAFE
1 month	+0.34%	+1.52%
3 months	+1.18%	+9.68%
6 months	+0.86%	+13.99%
1 year	+8.68%	+28.41%
5 years(CAGR)	-0.44%	+11.46%
10 years(CAGR)	+3.70%	N/A
Max(CAGR)	+7.12%	+12.60%

PFD

+0.34%

Winner

RAFE

+1.52%

PFD

+1.18%

Winner

RAFE

+9.68%

PFD

+0.86%

Winner

RAFE

+13.99%

PFD

+8.68%

Winner

RAFE

+28.41%

5Y(CAGR)

PFD

-0.44%

Winner

RAFE

+11.46%

10Y(CAGR)

PFD

+3.70%

RAFE

N/A

Max(CAGR)

PFD

+7.12%

Winner

RAFE

+12.60%

PFD vs RAFE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	RAFE
2026	+0.39%	+15.18%
2025	+12.90%	+18.22%
2024	+21.17%	+14.02%
2023	-5.20%	+18.47%
2022	-30.70%	-14.77%
2021	+0.18%	+31.88%
2020	+30.45%	+4.90%
2019	+39.91%	+0.55%
2018	-17.19%	N/A
2017	+12.96%	N/A
2016	+18.95%	N/A
2015	-1.03%	N/A
2014	+23.32%	N/A
2013	-4.77%	N/A
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 RAFE Drawdown Comparison

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

The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The current PFD drawdown is -20.15%. The current RAFE drawdown is -0.13%.

Rank	PFD	RAFE
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-35.74% Feb 12, 2020 - Nov 24, 2020
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-24.29% Jan 4, 2022 - Dec 26, 2023
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-16.36% Feb 19, 2025 - Jul 1, 2025
#4	-26.91% Dec 15, 2017 - May 23, 2019	-8.00% Jul 16, 2024 - Aug 30, 2024
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-7.46% Feb 11, 2026 - Apr 17, 2026
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-6.20% Mar 28, 2024 - Jun 18, 2024
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-5.61% Nov 25, 2024 - Feb 13, 2025
#8	-20.19% Aug 18, 2016 - May 4, 2017	-4.99% Jun 4, 2021 - Aug 6, 2021
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-4.62% Oct 27, 2025 - Nov 28, 2025
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-4.41% Nov 16, 2021 - Dec 16, 2021
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-4.27% Jan 17, 2020 - Feb 12, 2020
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-4.05% Jan 14, 2021 - Feb 8, 2021
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-3.99% Aug 11, 2021 - Oct 19, 2021
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-3.44% Aug 30, 2024 - Sep 19, 2024
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-3.37% Jul 23, 2025 - Aug 12, 2025

Correlation

Correlation between PFD and RAFE is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (2000 - 2026)

PFD vs RAFE dividend yield comparison.

Year	PFD	RAFE
2026	3.53%	0.79%
2025	6.47%	1.67%
2024	6.46%	1.79%
2023	6.94%	1.81%
2022	7.97%	2.22%
2021	5.82%	1.42%
2020	5.09%	2.36%
2019	5.85%	0.00%
2018	8.14%	0.00%
2017	6.85%	0.00%
2016	7.44%	0.00%
2015	8.36%	0.00%
2014	7.67%	0.00%
2013	9.46%	0.00%
2012	9.05%	0.00%
2011	8.08%	0.00%
2010	8.70%	0.00%
2009	7.31%	0.00%
2008	16.51%	0.00%
2007	8.82%	0.00%
2006	6.17%	0.00%
2005	6.83%	0.00%
2004	6.60%	0.00%
2003	6.20%	0.00%
2002	7.67%	0.00%
2001	7.25%	0.00%
2000	3.38%	0.00%