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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Perspective Financial Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Perspective Financial Opportunities Fund
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 6, 1992, PFO's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, your investment would double in approximately 10.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was May 2009 with a return of +21.2%, while the worst month was Sep 2008 at -42.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PFO closed higher 46% of trading days. The best single day was Oct 13, 2008 with a return of +42.6%, while the worst single day was Mar 18, 2020 at -25.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.59% | 0.31% | 2.91% | ||||||||||
| 2025 | 2.12% | 1.43% | 0.44% | -4.10% | 2.75% | 3.59% | 0.77% | 0.99% | 5.27% | 1.05% | -2.11% | -0.05% | 12.47% |
| 2024 | 5.60% | -0.65% | 2.74% | -3.84% | 4.44% | 1.66% | 1.75% | 6.31% | 4.40% | -2.04% | 0.78% | -1.05% | 21.42% |
| 2023 | 12.05% | -4.09% | -9.17% | -1.70% | -4.75% | 5.61% | 0.47% | -2.80% | -3.18% | -4.36% | 9.84% | 3.69% | -0.59% |
| 2022 | -7.73% | -6.45% | 6.33% | -9.35% | -3.50% | -3.44% | 7.31% | -4.75% | -10.23% | 0.19% | 10.05% | -7.25% | -27.25% |
| 2021 | -1.85% | -2.46% | 6.43% | 2.20% | -1.14% | 1.96% | -2.21% | 0.28% | -0.57% | 0.76% | -2.12% | 2.62% | 3.57% |
Benchmark Metrics
Perspective Financial Opportunities Fund has an annualized alpha of 3.82%, beta of 0.48, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since February 07, 1992.
- This fund participated in 54.61% of S&P 500 Index downside but only 48.97% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.48 may look defensive, but with R² of 0.11 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R² of 0.11 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.82%
- Beta
- 0.48
- R²
- 0.11
- Upside Capture
- 48.97%
- Downside Capture
- 54.61%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Perspective Financial Opportunities Fund (PFO) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Explore PFO risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Perspective Financial Opportunities Fund provided a 5.68% dividend yield over the last twelve months, with an annual payout of $0.55 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.55 | $0.65 | $0.61 | $0.57 | $0.75 | $0.83 | $0.80 | $0.78 | $0.80 | $0.86 | $0.89 | $0.88 |
Dividend yield | 5.68% | 6.84% | 6.75% | 7.18% | 8.73% | 6.49% | 6.10% | 6.31% | 7.55% | 7.25% | 8.03% | 8.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Perspective Financial Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.05 | $0.00 | $0.05 | ||||||||||
| 2025 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.08 | $0.65 |
| 2024 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.08 | $0.61 |
| 2023 | $0.06 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.57 |
| 2022 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.75 |
| 2021 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.09 | $0.83 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Perspective Financial Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Perspective Financial Opportunities Fund was 77.36%, occurring on Oct 10, 2008. Recovery took 360 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.36% | Mar 29, 2007 | 389 | Oct 10, 2008 | 360 | Mar 18, 2010 | 749 |
| -48.97% | Feb 24, 2020 | 18 | Mar 18, 2020 | 147 | Oct 15, 2020 | 165 |
| -40.14% | Jul 8, 2021 | 576 | Oct 19, 2023 | — | — | — |
| -34.82% | Apr 26, 1993 | 1788 | May 22, 2000 | 437 | Feb 21, 2002 | 2225 |
| -20.6% | Apr 24, 2013 | 84 | Aug 21, 2013 | 185 | May 16, 2014 | 269 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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