DTF vs. CFNB
DTF (DTF Tax-Free Income 2028 Term Fund Inc.) and CFNB (California First Leasing Corporation) are both stocks. Both are in the Financial Services sector — DTF in Asset Management, CFNB in Credit Services. Over the past 10 years, DTF returned 0.34%/yr vs -26.25%/yr for CFNB. Their -0.00 correlation means they have often moved in opposite directions in the past.
Performance
DTF vs. CFNB - Performance Comparison
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Returns By Period
In the year-to-date period, DTF achieves a 2.54% return, which is significantly higher than CFNB's -97.57% return. Over the past 10 years, DTF has outperformed CFNB with an annualized return of 0.34%, while CFNB has yielded a comparatively lower -26.25% annualized return.
DTF
- 1D
- 0.53%
- 1M
- -0.24%
- 6M
- 1.83%
- YTD
- 2.54%
- 1Y
- 5.12%
- 3Y*
- 5.62%
- 5Y*
- -1.70%
- 10Y*
- 0.34%
- ALL TIME*
- 3.00%
CFNB
- 1D
- 0.00%
- 1M
- -98.00%
- 6M
- -97.54%
- YTD
- -97.57%
- 1Y
- -96.42%
- 3Y*
- -65.47%
- 5Y*
- -48.35%
- 10Y*
- -26.25%
- ALL TIME*
- -14.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $33.95 | $30.56 | $176.50K | |
| $63.02K | $62.93K | $87.24K |
DTF vs. CFNB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTF DTF Tax-Free Income 2028 Term Fund Inc. | 2.54% | 5.41% | 8.07% | 2.12% | -21.17% | 0.09% | 4.11% | 23.44% | -7.25% | 2.16% |
CFNB California First Leasing Corporation | -97.57% | 18.72% | 40.36% | 3.72% | -10.28% | 18.89% | -8.95% | 17.74% | -6.11% | -3.58% |
Correlation
The correlation between DTF and CFNB is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.04 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.00 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2006 | -0.00 |
Fundamentals
DTF:
$80.70M
CFNB:
$6.10M
DTF:
$0.93
CFNB:
$377.58
DTF:
12.28
CFNB:
0.09
DTF:
14.44
CFNB:
0.06
DTF:
0.95
CFNB:
0.02
DTF:
$5.59M
CFNB:
$97.71M
DTF:
$5.07M
CFNB:
$94.08M
DTF:
$5.07M
CFNB:
$95.07M
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Return for Risk
DTF vs. CFNB — Risk / Return Rank
DTF
CFNB
DTF vs. CFNB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DTF Tax-Free Income 2028 Term Fund Inc. (DTF) and California First Leasing Corporation (CFNB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DTF | CFNB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.75 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | -0.99 | +3.50 |
| Martin ratioReturn relative to average drawdown | 7.21 | -4.97 | +12.18 |
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Drawdowns
DTF vs. CFNB - Drawdown Comparison
The maximum DTF drawdown since its inception was -37.49%, smaller than the maximum CFNB drawdown of -98.00%. Use the drawdown chart below to compare losses from any high point for DTF and CFNB.
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Drawdown Indicators
| DTF | CFNB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.49% | -98.00% | +60.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.05% | -98.00% | +95.95% |
Max Drawdown (3Y)Largest decline over 3 years | -5.42% | -98.00% | +92.58% |
Max Drawdown (5Y)Largest decline over 5 years | -25.73% | -98.00% | +72.27% |
Max Drawdown (10Y)Largest decline over 10 years | -25.73% | -98.00% | +72.27% |
Current DrawdownCurrent decline from peak | -8.70% | -98.00% | +89.30% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -16.70% | +7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 19.06% | -18.35% |
Volatility
DTF vs. CFNB - Volatility Comparison
The current volatility for DTF Tax-Free Income 2028 Term Fund Inc. (DTF) is 1.29%, while California First Leasing Corporation (CFNB) has a volatility of 391.20%. This indicates that DTF experiences smaller price fluctuations and is considered to be less risky than CFNB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTF | CFNB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 391.20% | -389.91% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 391.62% | -387.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.43% | 103.65% | -98.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.08% | 47.10% | -39.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.53% | 36.52% | -26.99% |
Dividends
DTF vs. CFNB - Dividend Comparison
DTF's dividend yield for the trailing twelve months is around 3.40%, while CFNB has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFNB California First Leasing Corporation | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.06% | 0.07% | 0.06% | 0.07% | 0.06% | 0.06% | 0.07% |
DTF DTF Tax-Free Income 2028 Term Fund Inc. | 3.40% | 3.42% | 3.48% | 3.63% | 3.57% | 4.35% | 3.22% | 2.98% | 5.48% | 4.95% | 6.53% | 5.81% |
Financials
DTF vs. CFNB - Financials Comparison
This section allows you to compare key financial metrics between DTF Tax-Free Income 2028 Term Fund Inc. and California First Leasing Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DTF and CFNB have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CFNB has higher volatility (391.20%) compared to DTF (1.29%). In terms of maximum drawdown, DTF dropped -37.49% vs CFNB's -98.00%.
DTF currently has the higher Sharpe Ratio (0.95 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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