TOS vs PFD

Comparison between Twin Oak Strategic Solutions ETF (TOS, ETF) and Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF).

TOS vs PFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOS(ETF)	PFD(ETF)
Net Assets	$160M	$160M
Expense Ratio	0.76%	N/A
Max Drawdown	11.72%	85.75%
Sharpe Ratio	1.11	0.66
5Y Beta	1.57	0.34
P/E Ratio	39.37	N/A
Forward P/E	27.59	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	N/A	-3.18%
5Y EPS CAGR	33.37%	N/A
P/S Ratio	2.68	N/A
P/B Ratio	10.09	N/A

Net Assets

TOS

$160M

Winner

PFD

$160M

Expense Ratio

TOS

0.76%

PFD

N/A

Max Drawdown

Winner

TOS

11.72%

PFD

85.75%

Sharpe Ratio

Winner

TOS

1.11

PFD

0.66

5Y Beta

TOS

1.57

Winner

PFD

0.34

P/E Ratio

TOS

39.37

PFD

N/A

Forward P/E

TOS

27.59

PFD

N/A

PEG Ratio

TOS

0.44

PFD

N/A

5Y Dividends CAGR

TOS

N/A

PFD

-3.18%

5Y EPS CAGR

TOS

33.37%

PFD

N/A

P/S Ratio

TOS

2.68

PFD

N/A

P/B Ratio

TOS

10.09

PFD

N/A

TOS vs PFD - Historical Returns

Returns include dividend reinvestment.

Period	TOS	PFD
1 month	-5.98%	+0.34%
3 months	+6.45%	+1.18%
6 months	+15.30%	+0.86%
1 year	N/A	+8.68%
5 years(CAGR)	N/A	-0.44%
10 years(CAGR)	N/A	+3.70%
Max(CAGR)	+34.82%	+7.12%

TOS

-5.98%

Winner

PFD

+0.34%

Winner

TOS

+6.45%

PFD

+1.18%

Winner

TOS

+15.30%

PFD

+0.86%

TOS

N/A

PFD

+8.68%

5Y(CAGR)

TOS

N/A

PFD

-0.44%

10Y(CAGR)

TOS

N/A

PFD

+3.70%

Max(CAGR)

Winner

TOS

+34.82%

PFD

+7.12%

TOS vs PFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TOS	PFD
2026	+15.30%	+0.39%
2025	N/A	+12.90%
2024	N/A	+21.17%
2023	N/A	-5.20%
2022	N/A	-30.70%
2021	N/A	+0.18%
2020	N/A	+30.45%
2019	N/A	+39.91%
2018	N/A	-17.19%
2017	N/A	+12.96%
2016	N/A	+18.95%
2015	N/A	-1.03%
2014	N/A	+23.32%
2013	N/A	-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%

TOS vs PFD Drawdown Comparison

The maximum drawdown for TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.

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

The current TOS drawdown is -5.98%. The current PFD drawdown is -20.15%.

Rank	TOS	PFD
#1	-11.72% Mar 2, 2026 - Apr 10, 2026	-81.73% Jan 25, 2007 - Aug 10, 2010
#2	-9.11% Jun 22, 2026 - Jul 17, 2026	-53.39% Feb 20, 2020 - Sep 22, 2020
#3	-6.15% Jun 2, 2026 - Jun 15, 2026	-50.55% Dec 23, 2020 - Oct 17, 2023
#4	-4.65% May 14, 2026 - Jun 2, 2026	-26.91% Dec 15, 2017 - May 23, 2019
#5	-4.36% Jan 28, 2026 - Feb 9, 2026	-24.03% Mar 25, 2004 - Feb 10, 2005
#6	-2.79% Apr 24, 2026 - May 5, 2026	-21.09% Apr 22, 2013 - Apr 25, 2014
#7	-2.09% Feb 25, 2026 - Mar 2, 2026	-20.74% Jul 20, 2011 - Sep 14, 2011
#8	-2.02% May 6, 2026 - May 11, 2026	-20.19% Aug 18, 2016 - May 4, 2017
#9	-1.47% Feb 9, 2026 - Feb 19, 2026	-19.42% Apr 22, 2015 - Apr 20, 2016
#10	-1.38% Apr 17, 2026 - Apr 24, 2026	-18.04% Mar 2, 2005 - Nov 6, 2006
#11	-1.37% Jun 15, 2026 - Jun 18, 2026	-16.16% Oct 12, 2010 - Apr 20, 2011
#12	-1.27% Apr 14, 2026 - Apr 17, 2026	-13.88% Sep 4, 2002 - Jan 6, 2003
#13	-0.74% May 11, 2026 - May 13, 2026	-12.38% Sep 19, 2011 - Oct 19, 2011
#14	-0.25% Feb 20, 2026 - Feb 24, 2026	-12.00% Oct 19, 2012 - Jan 23, 2013
#15	N/A	-11.92% Feb 24, 2012 - Aug 13, 2012