Flaherty Crumrine One Year Return vs. Year To Date Return
| PFO Fund | USD 9.19 0.05 0.55% |
For Flaherty Crumrine profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Flaherty Crumrine to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Flaherty Crumrine Preferred utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Flaherty Crumrine's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Flaherty Crumrine Preferred over time as well as its relative position and ranking within its peers.
Flaherty |
Flaherty Crumrine Year To Date Return vs. One Year Return Fundamental Analysis
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. Flaherty Crumrine Preferred is rated below average in one year return among similar funds. It also is rated below average in year to date return among similar funds creating about 0.74 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Flaherty Crumrine Preferred is roughly 1.36 . 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 Year To Date Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Flaherty Crumrine |
| = | 21.02 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Flaherty Crumrine |
| = | 15.51 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Flaherty Year To Date Return Comparison
Flaherty Crumrine is currently under evaluation in year to date return among similar funds.
Flaherty Crumrine Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Flaherty Crumrine, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Flaherty Crumrine will eventually generate negative long term returns. The profitability progress is the general direction of Flaherty Crumrine's change in net profit over the period of time. It can combine multiple indicators of Flaherty Crumrine, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Flaherty Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred securities. It benchmarks the performance of its portfolio against SP 500 Index and Barclays Capital U.S. Aggregate Index. Flaherty Crumrine Preferred Income Opportunity Fund Inc. was formed on December 10, 1991 and is domiciled in the United States.
Flaherty Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Flaherty Crumrine. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Flaherty Crumrine position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Flaherty Crumrine's important profitability drivers and their relationship over time.
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Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 41 constituents at this time.
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Other Information on Investing in Flaherty Fund
To fully project Flaherty Crumrine's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Flaherty Crumrine at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Flaherty Crumrine's income statement, its balance sheet, and the statement of cash flows.
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