Flaherty Crumrine Preferred Fund Net Income
| PFO Fund | USD 9.67 0.04 0.41% |
As of the 4th of February, Flaherty Crumrine shows the Semi Deviation of 0.5433, mean deviation of 0.3598, and Downside Deviation of 0.7155. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Flaherty Crumrine, as well as the relationship between them.
Flaherty Crumrine's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Flaherty Crumrine's valuation are provided below:Market Capitalization 140.6 M |
Flaherty |
Flaherty Crumrine 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Flaherty Crumrine's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Flaherty Crumrine.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Flaherty Crumrine on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Flaherty Crumrine Preferred or generate 0.0% return on investment in Flaherty Crumrine over 90 days. Flaherty Crumrine is related to or competes with Flaherty Crumrine, John Hancock, Aberdeen Australia, Sentinel International, Sentinel International, Western Asset, and Brandywineglobal. Flaherty Crumrine Preferred Income Opportunity Fund Inc More
Flaherty Crumrine Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Flaherty Crumrine's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Flaherty Crumrine Preferred upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7155 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.85 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 0.7345 |
Flaherty Crumrine Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty Crumrine's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Flaherty Crumrine's standard deviation. In reality, there are many statistical measures that can use Flaherty Crumrine historical prices to predict the future Flaherty Crumrine's volatility.| Risk Adjusted Performance | 0.0363 | |||
| Jensen Alpha | 0.0035 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0534 |
Flaherty Crumrine February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0363 | |||
| Market Risk Adjusted Performance | 0.0634 | |||
| Mean Deviation | 0.3598 | |||
| Semi Deviation | 0.5433 | |||
| Downside Deviation | 0.7155 | |||
| Coefficient Of Variation | 1799.18 | |||
| Standard Deviation | 0.5063 | |||
| Variance | 0.2564 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0035 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0534 | |||
| Maximum Drawdown | 2.85 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 0.7345 | |||
| Downside Variance | 0.5119 | |||
| Semi Variance | 0.2951 | |||
| Expected Short fall | (0.37) | |||
| Skewness | (0.91) | |||
| Kurtosis | 1.94 |
Flaherty Crumrine Backtested Returns
As of now, Flaherty Fund is very steady. Flaherty Crumrine secures Sharpe Ratio (or Efficiency) of 0.0868, which denotes the fund had a 0.0868 % return per unit of standard deviation over the last 3 months. We have found twenty-nine technical indicators for Flaherty Crumrine Preferred, which you can use to evaluate the volatility of the entity. Please confirm Flaherty Crumrine's Mean Deviation of 0.3598, semi deviation of 0.5433, and Downside Deviation of 0.7155 to check if the risk estimate we provide is consistent with the expected return of 0.0412%. The fund shows a Beta (market volatility) of 0.34, which means possible diversification benefits within a given portfolio. As returns on the market increase, Flaherty Crumrine's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty Crumrine is expected to be smaller as well.
Auto-correlation | -0.56 |
Good reverse predictability
Flaherty Crumrine Preferred has good reverse predictability. Overlapping area represents the amount of predictability between Flaherty Crumrine time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Flaherty Crumrine price movement. The serial correlation of -0.56 indicates that roughly 56.0% of current Flaherty Crumrine price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.56 | |
| Spearman Rank Test | -0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Flaherty Crumrine Preferred reported net income of (14.92 Million). This is much lower than that of the Financial Services family and significantly lower than that of the Asset Management category. The net income for all United States funds is notably higher than that of the company.
Flaherty Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Flaherty Crumrine's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Flaherty Crumrine could also be used in its relative valuation, which is a method of valuing Flaherty Crumrine by comparing valuation metrics of similar companies.Flaherty Crumrine is currently under evaluation in net income among similar funds.
Flaherty Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Flaherty Crumrine's current stock value. Our valuation model uses many indicators to compare Flaherty Crumrine value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Flaherty Crumrine competition to find correlations between indicators driving Flaherty Crumrine's intrinsic value. More Info.Flaherty Crumrine Preferred is regarded third largest fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Flaherty Crumrine Preferred is roughly 13.44 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Flaherty Crumrine's earnings, one of the primary drivers of an investment's value.Flaherty Fundamentals
| Return On Equity | -10.22 | |||
| Return On Asset | 3.12 | |||
| Profit Margin | (112.67) % | |||
| Operating Margin | 85.24 % | |||
| Current Valuation | 193.81 M | |||
| Shares Outstanding | 12.81 M | |||
| Shares Owned By Institutions | 8.35 % | |||
| Number Of Shares Shorted | 25.21 K | |||
| Price To Earning | 10.35 X | |||
| Price To Book | 0.77 X | |||
| Price To Sales | 8.90 X | |||
| Revenue | 13.25 M | |||
| Gross Profit | 13.08 M | |||
| Net Income | (14.92 M) | |||
| Total Debt | 80.6 M | |||
| Debt To Equity | 0.60 % | |||
| Current Ratio | 5.75 X | |||
| Book Value Per Share | 11.97 X | |||
| Cash Flow From Operations | 4.96 M | |||
| Short Ratio | 0.99 X | |||
| Earnings Per Share | 0.89 X | |||
| Number Of Employees | 12 | |||
| Beta | 0.7 | |||
| Market Capitalization | 140.64 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.82 % | |||
| One Year Return | 9.89 % | |||
| Three Year Return | 7.82 % | |||
| Five Year Return | 3.64 % | |||
| Last Dividend Paid | 0.76 |
About Flaherty Crumrine Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Flaherty Crumrine Preferred's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Flaherty Crumrine using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Flaherty Crumrine Preferred based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Flaherty Crumrine
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Flaherty Crumrine position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Flaherty Crumrine will appreciate offsetting losses from the drop in the long position's value.Moving together with Flaherty Fund
| 0.78 | RYMEX | Commodities Strategy | PairCorr |
| 0.79 | RYMJX | Commodities Strategy | PairCorr |
| 0.78 | RYMBX | Commodities Strategy | PairCorr |
| 0.64 | SPGSX | State Street Premier | PairCorr |
The ability to find closely correlated positions to Flaherty Crumrine could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Flaherty Crumrine when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Flaherty Crumrine - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Flaherty Crumrine Preferred to buy it.
The correlation of Flaherty Crumrine is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Flaherty Crumrine moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Flaherty Crumrine moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Flaherty Crumrine can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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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