Flaherty Crumrine Preferredome Fund Manager Performance Evaluation
| PFD Fund | USD 11.39 0.11 0.98% |
The fund shows a Beta (market volatility) of 0.18, which means not very significant fluctuations relative to the market. 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.
Risk-Adjusted Performance
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Over the last 90 days Flaherty Crumrine Preferredome has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, Flaherty Crumrine is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.
...more1 | State announces 1,700 PFD - Kenai Peninsula Online | 09/18/2024 |
| Expense Ratio | 1.6700 |
Flaherty |
Flaherty Crumrine Relative Risk vs. Return Landscape
If you would invest 1,138 in Flaherty Crumrine Preferredome on September 3, 2024 and sell it today you would earn a total of 1.00 from holding Flaherty Crumrine Preferredome or generate 0.09% return on investment over 90 days. Flaherty Crumrine Preferredome is generating 0.0034% of daily returns assuming volatility of 0.6408% on return distribution over 90 days investment horizon. In other words, 5% of funds 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 Crumrine Current Valuation
Fairly Valued
Today
Please note that Flaherty Crumrine's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Flaherty Crumrine shows a prevailing Real Value of $11.42 per share. The current price of the fund is $11.39. We determine the value of Flaherty Crumrine from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
The fair value of the Flaherty fund is determined by what a typical buyer is willing to pay for full or partial control of Flaherty Crumrine Preferredome. Since Flaherty Crumrine is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Flaherty Fund. However, Flaherty Crumrine's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.39 | Real 11.42 | Hype 11.39 | Naive 11.44 |
The real value of Flaherty Fund, also known as its intrinsic value, is the underlying worth of Flaherty Crumrine Fund, which is reflected in its stock price. It is based on Flaherty Crumrine's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Flaherty Crumrine's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Flaherty Crumrine Preferredome helps investors to forecast how Flaherty fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Flaherty Crumrine more accurately as focusing exclusively on Flaherty Crumrine's fundamentals will not take into account other important factors: Flaherty Crumrine Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Flaherty Crumrine's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Flaherty Crumrine Preferredome, and traders can use it to determine the average amount a Flaherty Crumrine'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 = 0.0053
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| Negative Returns | PFD |
Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Flaherty Crumrine is not performing at its full potential. However, 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 Crumrine by adding Flaherty Crumrine to a well-diversified portfolio.
Flaherty Crumrine Fundamentals Growth
Flaherty Fund prices reflect investors' perceptions of the future prospects and financial health of Flaherty Crumrine, and Flaherty Crumrine 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 Fund performance.
| Return On Equity | -10.85 | |||
| Return On Asset | 3.11 | |||
| Profit Margin | (121.28) % | |||
| Operating Margin | 85.63 % | |||
| Current Valuation | 221.94 M | |||
| Shares Outstanding | 11.43 M | |||
| Price To Earning | 10.55 X | |||
| Price To Book | 0.79 X | |||
| Price To Sales | 8.84 X | |||
| Revenue | 14.65 M | |||
| EBITDA | 35.5 M | |||
| Cash And Equivalents | 16.21 K | |||
| Total Debt | 91.1 M | |||
| Debt To Equity | 0.58 % | |||
| Book Value Per Share | 14.43 X | |||
| Cash Flow From Operations | (13.77 M) | |||
| Earnings Per Share | 1.07 X | |||
| Total Asset | 2.44 B | |||
| Current Asset | 481.82 M | |||
| Current Liabilities | 547.75 M | |||
About Flaherty Crumrine Performance
By analyzing Flaherty Crumrine's fundamental ratios, stakeholders can gain valuable insights into Flaherty Crumrine's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Flaherty Crumrine has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Flaherty Crumrine has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Flaherty Crumrine Preferred Income 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 the stocks of companies operating in the financials sector. The fund primarily invests in preferred securities. It benchmarks the performance of its portfolio against the Barclays Capital U.S. Aggregate Index and SP 500 Index. Flaherty Crumrine Preferred Income Fund Inc was formed on September 28, 1990 and is domiciled in the United States.Things to note about Flaherty Crumrine performance evaluation
Checking the ongoing alerts about Flaherty Crumrine for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Flaherty Crumrine help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Flaherty Crumrine's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Flaherty Crumrine's fund performance include:- Analyzing Flaherty Crumrine's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Flaherty Crumrine's stock is overvalued or undervalued compared to its peers.
- Examining Flaherty Crumrine's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Flaherty Crumrine's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Flaherty Crumrine's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Flaherty Crumrine's fund. These opinions can provide insight into Flaherty Crumrine's potential for growth and whether the stock is currently undervalued or overvalued.
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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