PFD vs TOS
Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and Twin Oak Strategic Solutions ETF (TOS, ETF).
PFD vs TOS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFD
$160M
TOS
$160M
Expense Ratio
PFD
N/A
TOS
0.76%
Max Drawdown
PFD
85.75%
Winner
TOS
11.72%
Sharpe Ratio
PFD
0.66
Winner
TOS
1.11
5Y Beta
Winner
PFD
0.34
TOS
1.57
P/E Ratio
PFD
N/A
TOS
39.37
Forward P/E
PFD
N/A
TOS
27.59
PEG Ratio
PFD
N/A
TOS
0.44
5Y Dividends CAGR
PFD
-3.18%
TOS
N/A
5Y EPS CAGR
PFD
N/A
TOS
33.37%
P/S Ratio
PFD
N/A
TOS
2.68
P/B Ratio
PFD
N/A
TOS
10.09
PFD vs TOS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFD
+0.34%
TOS
-5.98%
3M
PFD
+1.18%
Winner
TOS
+6.45%
6M
PFD
+0.86%
Winner
TOS
+15.30%
1Y
PFD
+8.68%
TOS
N/A
5Y(CAGR)
PFD
-0.44%
TOS
N/A
10Y(CAGR)
PFD
+3.70%
TOS
N/A
Max(CAGR)
PFD
+7.12%
Winner
TOS
+34.82%
PFD vs TOS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFD | TOS |
|---|---|---|
| 2026 | +0.39% | +15.30% |
| 2025 | +12.90% | N/A |
| 2024 | +21.17% | N/A |
| 2023 | -5.20% | N/A |
| 2022 | -30.70% | N/A |
| 2021 | +0.18% | N/A |
| 2020 | +30.45% | N/A |
| 2019 | +39.91% | N/A |
| 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 TOS Drawdown Comparison
The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.
The maximum drawdown for TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.
The current PFD drawdown is -20.15%. The current TOS drawdown is -5.98%.
| Rank | PFD | TOS |
|---|---|---|
| #1 | -81.73% Jan 25, 2007 - Aug 10, 2010 | -11.72% Mar 2, 2026 - Apr 10, 2026 |
| #2 | -53.39% Feb 20, 2020 - Sep 22, 2020 | -9.11% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -50.55% Dec 23, 2020 - Oct 17, 2023 | -6.15% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -26.91% Dec 15, 2017 - May 23, 2019 | -4.65% May 14, 2026 - Jun 2, 2026 |
| #5 | -24.03% Mar 25, 2004 - Feb 10, 2005 | -4.36% Jan 28, 2026 - Feb 9, 2026 |
| #6 | -21.09% Apr 22, 2013 - Apr 25, 2014 | -2.79% Apr 24, 2026 - May 5, 2026 |
| #7 | -20.74% Jul 20, 2011 - Sep 14, 2011 | -2.09% Feb 25, 2026 - Mar 2, 2026 |
| #8 | -20.19% Aug 18, 2016 - May 4, 2017 | -2.02% May 6, 2026 - May 11, 2026 |
| #9 | -19.42% Apr 22, 2015 - Apr 20, 2016 | -1.47% Feb 9, 2026 - Feb 19, 2026 |
| #10 | -18.04% Mar 2, 2005 - Nov 6, 2006 | -1.38% Apr 17, 2026 - Apr 24, 2026 |
| #11 | -16.16% Oct 12, 2010 - Apr 20, 2011 | -1.37% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -13.88% Sep 4, 2002 - Jan 6, 2003 | -1.27% Apr 14, 2026 - Apr 17, 2026 |
| #13 | -12.38% Sep 19, 2011 - Oct 19, 2011 | -0.74% May 11, 2026 - May 13, 2026 |
| #14 | -12.00% Oct 19, 2012 - Jan 23, 2013 | -0.25% Feb 20, 2026 - Feb 24, 2026 |
| #15 | -11.92% Feb 24, 2012 - Aug 13, 2012 | N/A |
Correlation
Correlation between PFD and TOS is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
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