Flaherty Crumrine Competition

PFD Fund

USD 11.23 0.09 0.81%

Flaherty Crumrine competes with Flaherty Crumrine, Flaherty Crumrine, Flaherty Crumrine, Putnam Master, and John Hancock; as well as few others. The fund is not categorized under any group at the present time. Analyzing Flaherty Crumrine competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Flaherty Crumrine to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Flaherty Crumrine Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Flaherty Crumrine competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
10.61	11.23	11.85

Details

Intrinsic

Valuation

Low	Real	High
10.68	11.30	11.92

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Flaherty Crumrine. Your research has to be compared to or analyzed against Flaherty Crumrine's peers to derive any actionable benefits. When done correctly, Flaherty Crumrine's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Flaherty Crumrine.

Flaherty Crumrine Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Flaherty Crumrine and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Flaherty and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Flaherty Crumrine does not affect the price movement of the other competitor.

	PFO	FFC	FLC	PIM	HPF
PFO		0.85	0.97	0.6	0.89	PFO
FFC	0.85		0.91	0.76	0.66	FFC
FLC	0.97	0.91		0.73	0.85	FLC
PIM	0.6	0.76	0.73		0.45	PIM
HPF	0.89	0.66	0.85	0.45		HPF
	PFO	FFC	FLC	PIM	HPF

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Risk-Adjusted Indicators

There is a big difference between Flaherty Fund performing well and Flaherty Crumrine Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Flaherty Crumrine's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PFO	0.38	0.03	(0.12)	0.27	0.44	(0.43)	0.80	(0.88)	2.38
FFC	0.47	0.02	(0.14)	0.29	0.61	(0.48)	1.17	(0.99)	3.02
FLC	0.44	0.00	(0.16)	0.13	0.53	(0.44)	0.78	(1.01)	2.66
PIM	0.43	(0.01)	0.00	0.20	0.00	0.00	0.92	(0.91)	3.27
HPF	0.61	0.04	(0.07)	1.19	0.93	(0.57)	0.97	(1.39)	5.43

Unable to evaluate fundamental data of [PFO, FFC, FLC, PIM, HPF] at this time. Please try again later

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Flaherty Crumrine Competitive Analysis

The better you understand Flaherty Crumrine competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Flaherty Crumrine's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Flaherty Crumrine's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PFD	PFO	FFC	FLC	PIM	HPF
	0.81 11.23 Flaherty	0.44 9.07 Flaherty	0.52 15.57 Flaherty	0.67 16.62 Flaherty	0.62 3.23 Putnam	0.23 17.22 John
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	Modest	Weak	Insignificant	Very Weak	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Below Average	Low	Below Average
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Hold	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Strong Sell	Cautious Hold
Price To Sales	8.84 X	8.90 X	8.68 X	8.33 X	16.40 X	9.43 X
Three Year Return	0.46 %	0.29 %	0.36 %	0.20 %	N/A	2.83 %
Net Asset	N/A	N/A	N/A	N/A	308.18 M	N/A
Annual Yield	0.01 %	0.01 %	0.01 %	0.01 %	0.08 %	0.01 %
Price To Book	0.79 X	0.77 X	0.76 X	0.73 X	0.93 X	0.83 X
Five Year Return	3.79 %	3.56 %	3.84 %	3.71 %	7.36 %	3.89 %
Year To Date Return	14.44 %	14.49 %	15.04 %	14.57 %	N/A	17.36 %
One Year Return	21.39 %	21.59 %	22.53 %	21.88 %	N/A	26.21 %
Last Dividend Paid	0.91	0.76	1.39	1.44	N/A	1.48
Price To Earning	10.55 X	10.35 X	9.78 X	9.22 X	56.61 X	9.59 X
Beta	0.73	0.7	0.76	0.75	0.37	0.81
Day Typical Price	11.22	9.08	15.57	16.61	3.23	17.28
Accumulation Distribution	0.0089	0.0066	0.0083	0.0048	0.0123	0.0115
Market Facilitation Index	0.1	0.06	0.13	0.08	0.04	0.2
Daily Balance Of Power	0.9	0.6667	0.6154	1.375	0.5	0.2
Period Momentum Indicator	0.09	0.04	0.08	0.11	0.02	0.04
Rate Of Daily Change	1.01	1.0	1.01	1.01	1.01	1.0
Day Median Price	11.22	9.08	15.57	16.61	3.23	17.31
Price Action Indicator	0.055	0.01	0.045	0.065	0.01	(0.07)
Coefficient Of Variation	2576.97	917.32	1682.09	1666.15	(7,787)	1453.77
Mean Deviation	0.5019	0.3809	0.4734	0.4351	0.4328	0.6088
Jensen Alpha	(0.01)	0.0255	0.0161	0.0013	(0.01)	0.0425
Total Risk Alpha	(0.09)	(0.03)	(0.07)	(0.06)	(0.11)	(0.08)
Sortino Ratio	(0.16)	(0.12)	(0.14)	(0.16)	N/A	(0.07)
Downside Variance	0.4339	0.388	0.4559	0.3484	N/A	1.12
Standard Deviation	0.6492	0.5112	0.6291	0.5464	0.5933	0.8311
Kurtosis	0.4096	0.1581	0.347	0.0786	0.7638	3.68
Potential Upside	1.02	0.8	1.17	0.7775	0.9174	0.972
Treynor Ratio	0.087	0.268	0.2875	0.126	0.1982	1.19
Maximum Drawdown	3.26	2.38	3.02	2.66	3.27	5.43
Variance	0.4214	0.2613	0.3958	0.2985	0.352	0.6908
Market Risk Adjusted Performance	0.097	0.278	0.2975	0.136	0.2082	1.2
Risk Adjusted Performance	0.0279	0.0784	0.0433	0.0419	(0.01)	0.0534
Skewness	(0.28)	(0.21)	(0.21)	(0.15)	(0.12)	(1.12)
Semi Deviation	0.608	0.4391	0.6097	0.5289	N/A	0.9283
Information Ratio	(0.16)	(0.14)	(0.15)	(0.18)	(0.23)	(0.09)
Value At Risk	(1.01)	(0.88)	(0.99)	(1.01)	(0.91)	(1.39)
Expected Short fall	(0.56)	(0.43)	(0.48)	(0.44)	N/A	(0.57)
Downside Deviation	0.6587	0.6229	0.6752	0.5903	N/A	1.06
Semi Variance	0.3697	0.1928	0.3717	0.2797	N/A	0.8618

Flaherty Crumrine Competition Performance Charts

Five steps to successful analysis of Flaherty Crumrine Competition

Flaherty Crumrine's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Flaherty Crumrine in relation to its competition. Flaherty Crumrine's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Flaherty Crumrine in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Flaherty Crumrine's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Flaherty Crumrine, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Flaherty Crumrine position

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Other Information on Investing in Flaherty Fund

Flaherty Crumrine financial ratios help investors to determine whether Flaherty Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Flaherty with respect to the benefits of owning Flaherty Crumrine security.

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