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 | 1.01 | 06/01/1968 | 5.92% | 5,279.55% | 1,116.82% | 4,162.73% | 77.89% | 0.95 | 0.76 | 0.18 | Analyze |
| ZTR | Virtus Global Dividend & Income Fund Inc. CEF | Asset Allocation | US | 1.40 | 06/30/1989 | 11.69% | 3,174.63% | 1,116.82% | 2,057.81% | 63.61% | 3.45 | 0.76 | 2.68 | Analyze |
| HYB | New America High Income Fund, Inc. CEF | US Fixed Income | Corporate bonds | 1.40 | 02/19/1988 | 6.36% | 2,364.23% | 1,116.82% | 1,247.41% | 37.00% | 2.30 | 0.76 | 1.54 | Analyze |
| BSTZ | Science and Technology Trust II CEF | Global Equity | Global | 1.03 | 06/26/2019 | 4.56% | 117.73% | 61.21% | 56.52% | 24.16% | 1.37 | 1.36 | 0.00 | Analyze |
| RMM | RiverNorth Managed Duration Municipal Income CEF | US Fixed Income | Municipal bonds | 1.57 | 07/26/2019 | 6.53% | 181.72% | 148.82% | 32.90% | 14.57% | -0.92 | 1.02 | -1.95 | Analyze |
| BST | Blackrock Science and Technology Trust CEF | Global Equity | Single sector | 1.00 | 10/29/2014 | 4.76% | 230.23% | 147.70% | 82.53% | 11.79% | 1.06 | 1.04 | 0.02 | Analyze |
| ACP | Aberdeen Income Credit Strategies Fund CEF | Global Fixed Income | Global | 1.46 | 01/27/2011 | 10.69% | 320.38% | 286.53% | 33.85% | 3.15% | 1.32 | 1.11 | 0.21 | Analyze |
| FMO | Fiduciary/Claymore Energy Infrastructure Fund CEF | Special Security Types | MLPs | 1.75 | 12/23/2004 | 8.28% | 372.07% | 328.02% | 44.05% | 2.61% | 0.58 | 0.76 | -0.18 | Analyze |
| BMEZ | BlackRock Health Sciences Trust II CEF | US Equity | Single sector | 1.03 | 01/29/2020 | 5.78% | 45.96% | 42.47% | 3.49% | 2.00% | -0.45 | 1.13 | -1.57 | Analyze |
| AIO | AllianzGI Artificial Intelligence & Technology Opportunities Fund CEF | US Equity | Single industry | 1.00 | 10/29/2019 | 9.54% | 56.56% | 53.98% | 2.58% | 1.29% | 1.18 | 1.28 | -0.10 | Analyze |
| RIV | Rivernorth Opportunities Fund CEF | Asset Allocation | US | 1.19 | 12/24/2015 | 13.60% | 143.27% | 135.99% | 7.28% | 1.25% | 1.30 | 1.11 | 0.18 | Analyze |
| HNW | Pioneer Diversified High Income Trust CEF | Global Fixed Income | Global | 1.49 | 05/25/2007 | 8.96% | 9.77% | 9.99% | -0.22% | -0.02% | 4.66 | 2.11 | 2.55 | Analyze |
| CET | Central Securities Corporation CEF | US Equity | Broad market | 1.00 | 10/01/1929 | 3.53% | 877.36% | 1,116.82% | -239.46% | -2.60% | 0.81 | 0.76 | 0.05 | Analyze |
| PKO | PIMCO Income Opportunity Fund CEF | Global Fixed Income | Global | 1.82 | 11/28/2007 | 9.32% | 145.62% | 246.90% | -101.28% | -7.27% | 0.76 | 0.70 | 0.05 | Analyze |
| NAD | Nuveen Quality Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.59 | 05/26/1999 | 4.65% | 130.36% | 303.48% | -173.12% | -7.72% | 0.59 | 0.56 | 0.03 | Analyze |
| INSI | Insight Select Income Fund CEF | US Fixed Income | Broad market | 1.01 | 09/07/1984 | 6.06% | 192.30% | 1,116.82% | -924.52% | -24.88% | 0.88 | 0.76 | 0.12 | Analyze |
| GIM | Templeton Global Income Fund CEF | Global Fixed Income | Global | 1.03 | 03/17/1988 | 6.13% | 220.90% | 1,116.82% | -895.92% | -26.64% | 0.79 | 0.76 | 0.03 | Analyze |
| JHS | John Hancock Income Securities Trust CEF | US Fixed Income | Broad market | 1.55 | 01/05/1988 | 5.70% | 172.53% | 1,116.82% | -944.29% | -27.91% | 0.81 | 0.76 | 0.05 | Analyze |
| MCR | MFS Charter Income Trust CEF | Global Fixed Income | Global | 1.29 | 01/11/1990 | 8.07% | 189.06% | 1,116.82% | -927.76% | -29.16% | 0.81 | 0.76 | 0.05 | Analyze |
| RFM | RiverNorth Flexible Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.00 | 03/27/2020 | 6.32% | 25.82% | 83.06% | -57.24% | -36.08% | 1.62 | 1.53 | 0.09 | Analyze |
| TOTAL | 20 |
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