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Asset Class: Convertible Securities
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Oldest CEF back tested: Bancroft Fund Ltd. (BCV)
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Correlation to U.S. Stock Market: 0.67
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Long-Term Performance: 10.15% CAGR
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S&P 500 Performance: 11.24% CAGR
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Back test timeframe: December 1988 – December 2021
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Number of ETFs & CEFs available in this asset class: 13
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Number of ETFs & CEFs in this asset class that are 5-years old or older: 12
BCV vs S&P 500: December 1988 – December 2021
BCV vs S&P 500: September 2, 1976 – December 31, 2021
Continue reading “5 Best Long-Term Performance Convertible Securities ETFs & CEFs 1.5”