Flaherty And Crumrine Etf Performance
| DFP Etf | USD 20.41 0.21 1.04% |
The etf shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Flaherty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Flaherty and Crumrine are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Flaherty is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Acquisition by Bradford Stone of 2500 shares of Flaherty at 19.5 subject to Rule 16b-3 | 09/11/2024 |
2 | A systematic approach that aligns portfolio and personal value - Financial Newswire | 09/26/2024 |
3 | Insider Trading | 10/17/2024 |
4 | Flaherty Crumrine Dynamic Preferred and Income Fund Inc. Plans 0.11 Monthly Dividend | 10/23/2024 |
| Expense Ratio | 1.7500 |
Flaherty |
Flaherty Relative Risk vs. Return Landscape
If you would invest 2,016 in Flaherty and Crumrine on August 31, 2024 and sell it today you would earn a total of 25.00 from holding Flaherty and Crumrine or generate 1.24% return on investment over 90 days. Flaherty and Crumrine is generating 0.0211% of daily returns assuming volatility of 0.5561% on return distribution over 90 days investment horizon. In other words, 4% of etfs are less volatile than Flaherty, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Flaherty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Flaherty and Crumrine, and traders can use it to determine the average amount a Flaherty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0379
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DFP |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Flaherty is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Flaherty by adding it to a well-diversified portfolio.
Flaherty Fundamentals Growth
Flaherty Etf prices reflect investors' perceptions of the future prospects and financial health of Flaherty, and Flaherty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Flaherty Etf performance.
| Shares Outstanding | 19.37 M | ||||
| Price To Earning | 9.89 X | ||||
| Earnings Per Share | 2.20 X | ||||
About Flaherty Performance
Assessing Flaherty's fundamental ratios provides investors with valuable insights into Flaherty's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Flaherty is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Flaherty Crumrine Dynamic Preferred and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity and fixed income markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in investment grade securities consisting of preferred securities and other income-producing securities issued by companies which include traditional preferred stock, trust preferred securities, hybrid securities that have characteristics of equity and debt securities, convertible securities, subordinated debt, and senior debt. Flaherty Crumrine Dynamic Preferred and Income Fund Inc. was formed on May 23, 2013 and is domiciled in the United States.