Criteria: 1. Lifetime total return > SPY total return or 2. Lifetime Sharpe Ratio > SPY Sharpe Ratio
| Symbol | Description | Category1 | Category2 | Leverage Factor | Inception Date | Current Yield | Lifetime total return | SPY total return same period | Lifetime total return difference | Lifetime total return difference per year | Lifetime Sharpe ratio | SPY Sharpe ratio | Sharpe difference | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOR | Source Capital, Inc. CEF | Asset Allocation | US | 1.02 | 06/01/1968 | 4.28% | 5,184.17% | 1,027.41% | 4,156.76% | 78.47% | 0.95 | 0.75 | 0.20 | Analyze |
| ZTR | Virtus Global Dividend & Income Fund Inc. CEF | Asset Allocation | US | 1.40 | 06/30/1989 | 11.45% | 3,175.09% | 1,027.41% | 2,147.68% | 67.37% | 3.49 | 0.75 | 2.75 | Analyze |
| HYB | New America High Income Fund, Inc. CEF | US Fixed Income | Corporate bonds | 1.40 | 02/19/1988 | 6.89% | 2,305.06% | 1,027.41% | 1,277.65% | 38.44% | 2.31 | 0.75 | 1.56 | Analyze |
| RMM | RiverNorth Managed Duration Municipal Income CEF | US Fixed Income | Municipal bonds | 1.56 | 07/26/2019 | 6.40% | 179.57% | 128.94% | 50.63% | 28.34% | -0.99 | 0.98 | -1.97 | Analyze |
| BSTZ | Science and Technology Trust II CEF | Global Equity | Global | 1.02 | 06/26/2019 | 3.93% | 90.26% | 47.69% | 42.57% | 22.78% | 1.29 | 1.31 | -0.02 | Analyze |
| BST | Blackrock Science and Technology Trust CEF | Global Equity | Single sector | 1.00 | 10/29/2014 | 3.94% | 233.43% | 127.87% | 105.56% | 16.17% | 1.12 | 1.00 | 0.13 | Analyze |
| MYF | Blackrock MuniYield Investment Fund CEF | US Fixed Income | Municipal bonds | 1.66 | 03/16/1992 | 4.70% | 1,456.43% | 1,018.63% | 437.80% | 15.01% | 1.90 | 0.75 | 1.15 | Analyze |
| MEN | Blackrock MuniEnhanced Fund CEF | US Fixed Income | Municipal bonds | 1.68 | 06/30/1989 | 4.81% | 1,336.93% | 1,018.63% | 318.30% | 9.99% | 2.06 | 0.75 | 1.31 | Analyze |
| BMEZ | BlackRock Health Sciences Trust II CEF | US Equity | Single sector | 1.02 | 01/29/2020 | 4.81% | 40.77% | 30.44% | 10.33% | 8.11% | -0.54 | 1.03 | -1.57 | Analyze |
| ACP | Aberdeen Income Credit Strategies Fund CEF | Global Fixed Income | Global | 1.46 | 01/27/2011 | 10.43% | 327.20% | 256.31% | 70.89% | 6.89% | 1.38 | 1.08 | 0.30 | Analyze |
| AIO | AllianzGI Artificial Intelligence & Technology Opportunities Fund CEF | US Equity | Single industry | 1.00 | 10/29/2019 | 9.39% | 49.66% | 41.03% | 8.63% | 5.66% | 1.22 | 1.21 | 0.01 | Analyze |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund CEF | Special Security Types | MLPs | 1.75 | 12/23/2004 | 8.04% | 367.64% | 295.49% | 72.15% | 4.40% | 0.57 | 0.74 | -0.17 | Analyze |
| RIV | Rivernorth Opportunities Fund CEF | Asset Allocation | US | 1.19 | 12/24/2015 | 13.70% | 137.65% | 116.89% | 20.76% | 3.86% | 1.34 | 1.07 | 0.27 | Analyze |
| BFY | Blackrock New York Municipal Income Trust II CEF | US Fixed Income | Municipal bonds | 1.75 | 07/26/2002 | 5.10% | 488.81% | 454.55% | 34.26% | 1.82% | 1.25 | 0.73 | 0.52 | Analyze |
| BZM | Blackrock Maryland Municipal Bond Trust CEF | US Fixed Income | Municipal bonds | 1.61 | 04/26/2002 | 4.24% | 352.54% | 347.73% | 4.81% | 0.25% | 0.77 | 0.67 | 0.10 | Analyze |
| CAF | Morgan Stanley China A Share Fund, Inc. CEF | Global Equity | Single country | 1.13 | 09/28/2006 | 10.24% | 257.83% | 254.42% | 3.41% | 0.23% | 0.54 | 0.73 | -0.19 | Analyze |
| CET | Central Securities Corporation CEF | US Equity | Broad market | 1.00 | 10/01/1929 | 4.74% | 827.86% | 1,027.41% | -199.55% | -2.18% | 0.79 | 0.75 | 0.04 | Analyze |
| MHE | Blackrock Massachusetts Tax-Exempt Trust CEF | US Fixed Income | Municipal bonds | 1.68 | 08/18/1995 | 4.05% | 937.91% | 997.93% | -60.02% | -2.33% | 1.45 | 0.75 | 0.70 | Analyze |
| BME | Blackrock Health Sciences Trust CEF | US Equity | Single sector | 1.02 | 03/29/2005 | 5.03% | 267.79% | 309.48% | -41.69% | -2.59% | 0.77 | 0.73 | 0.04 | Analyze |
| PKO | PIMCO Income Opportunity Fund CEF | Global Fixed Income | Global | 1.82 | 11/28/2007 | 8.24% | 153.88% | 220.20% | -66.32% | -4.93% | 0.81 | 0.68 | 0.14 | Analyze |
| GOF | Guggenheim Strategic Opportunities Fund CEF | Global Fixed Income | Global | 1.02 | 07/27/2007 | 10.65% | 142.57% | 225.15% | -82.58% | -5.99% | 0.74 | 0.68 | 0.06 | Analyze |
| NAD | Nuveen Quality Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.59 | 05/26/1999 | 4.53% | 128.85% | 273.36% | -144.51% | -6.58% | 0.59 | 0.54 | 0.05 | Analyze |
| BHK | Blackrock Core Bond Trust CEF | US Fixed Income | Broad market | 1.36 | 11/28/2001 | 5.28% | 127.73% | 326.46% | -198.73% | -10.21% | 0.71 | 0.69 | 0.03 | Analyze |
| RMI | RiverNorth Opportunistic Municipal Income Fund, Inc. CEF | US Fixed Income | Municipal bonds | 1.00 | 10/26/2018 | 5.66% | 27.71% | 63.23% | -35.52% | -14.02% | 0.96 | 0.89 | 0.07 | Analyze |
| INSI | Insight Select Income Fund CEF | US Fixed Income | Broad market | 1.01 | 09/07/1984 | 6.26% | 187.81% | 1,027.41% | -839.60% | -22.88% | 0.88 | 0.75 | 0.13 | Analyze |
| GIM | Templeton Global Income Fund CEF | Global Fixed Income | Global | 1.03 | 03/17/1988 | 3.71% | 218.51% | 1,027.41% | -808.90% | -24.39% | 0.79 | 0.75 | 0.04 | Analyze |
| JHS | John Hancock Income Securities Trust CEF | US Fixed Income | Broad market | 1.50 | 01/05/1988 | 5.56% | 173.03% | 1,027.41% | -854.38% | -25.61% | 0.82 | 0.75 | 0.07 | Analyze |
| MCR | MFS Charter Income Trust CEF | Global Fixed Income | Global | 1.29 | 01/11/1990 | 7.84% | 187.90% | 1,027.41% | -839.51% | -26.79% | 0.81 | 0.75 | 0.06 | Analyze |
| NXR | Nuveen Select Tax-Free Income Portfolio 3 CEF | US Fixed Income | Municipal bonds | 1.00 | 10/27/1994 | 2.97% | 196.33% | 957.18% | -760.85% | -28.66% | 0.79 | 0.76 | 0.03 | Analyze |
| RFM | RiverNorth Flexible Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.00 | 03/27/2020 | 6.24% | 24.14% | 67.56% | -43.42% | -38.94% | 2.14 | 1.50 | 0.65 | Analyze |
| PHT | Pioneer High Income Trust CEF | US Fixed Income | Corporate bonds | 1.41 | 04/26/2002 | 8.45% | 1.32% | 0.00% | 0.00% | 0.00% | 252.30 | 2.87 | 249.43 | Analyze |
| PHD | Pioneer Floating Rate Trust CEF | US Fixed Income | Bank loans | 1.41 | 12/23/2004 | 6.58% | 1.81% | 0.00% | 0.00% | 0.00% | 7.61 | 2.87 | 4.73 | Analyze |
| HNW | Pioneer Diversified High Income Trust CEF | Global Fixed Income | Global | 1.46 | 05/25/2007 | 8.89% | 1.07% | 0.00% | 0.00% | 0.00% | 22.05 | 2.87 | 19.17 | Analyze |
| TOTAL | 33 |
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