FPI vs. PTTRX
FPI (Farmland Partners Inc.) is a stock, while PTTRX (PIMCO Total Return Fund Institutional Class) is Total Bond Market fund managed by PIMCO. Over the past 10 years, FPI returned 3.71%/yr vs 2.29%/yr for PTTRX. At a 0.05 correlation, their price movements are largely independent.
Performance
FPI vs. PTTRX - Performance Comparison
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Returns By Period
In the year-to-date period, FPI achieves a 4.47% return, which is significantly higher than PTTRX's 0.64% return. Over the past 10 years, FPI has outperformed PTTRX with an annualized return of 3.71%, while PTTRX has yielded a comparatively lower 2.29% annualized return.
FPI
- 1D
- 0.91%
- 1M
- -4.04%
- YTD
- 4.47%
- 6M
- 2.38%
- 1Y
- -9.20%
- 3Y*
- -0.15%
- 5Y*
- -0.55%
- 10Y*
- 3.71%
PTTRX
- 1D
- 0.69%
- 1M
- 0.88%
- YTD
- 0.64%
- 6M
- 1.49%
- 1Y
- 6.46%
- 3Y*
- 5.45%
- 5Y*
- 0.58%
- 10Y*
- 2.29%
FPI vs. PTTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPI Farmland Partners Inc. | 4.47% | -14.11% | 5.66% | 3.99% | 6.09% | 39.70% | 32.09% | 53.84% | -45.13% | -17.84% |
PTTRX PIMCO Total Return Fund Institutional Class | 0.64% | 9.35% | 2.62% | 6.33% | -14.72% | -0.59% | 8.88% | 8.36% | -0.24% | 5.13% |
Correlation
The correlation between FPI and PTTRX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2014 | 0.05 |
Over the past year, FPI and PTTRX have become more correlated (0.27) than their long-term average of 0.05, meaning their price movements have been converging.
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Return for Risk
FPI vs. PTTRX — Risk / Return Rank
FPI
PTTRX
FPI vs. PTTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Farmland Partners Inc. (FPI) and PIMCO Total Return Fund Institutional Class (PTTRX). 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.
| FPI | PTTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.57 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.27 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 1.83 | -2.23 |
| Martin ratioReturn relative to average drawdown | -0.82 | 5.48 | -6.30 |
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Drawdowns
FPI vs. PTTRX - Drawdown Comparison
The maximum FPI drawdown since its inception was -59.77%, which is greater than PTTRX's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for FPI and PTTRX.
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Drawdown Indicators
| FPI | PTTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.77% | -19.28% | -40.49% |
Max Drawdown (1Y)Largest decline over 1 year | -23.54% | -3.69% | -19.85% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -6.18% | -17.46% |
Max Drawdown (5Y)Largest decline over 5 years | -39.88% | -19.28% | -20.60% |
Max Drawdown (10Y)Largest decline over 10 years | -57.44% | -19.28% | -38.16% |
Current DrawdownCurrent decline from peak | -23.54% | -1.49% | -22.05% |
Average DrawdownAverage peak-to-trough decline | -23.61% | -2.19% | -21.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.21% | 1.23% | +9.98% |
Volatility
FPI vs. PTTRX - Volatility Comparison
Farmland Partners Inc. (FPI) has a higher volatility of 6.49% compared to PIMCO Total Return Fund Institutional Class (PTTRX) at 1.77%. This indicates that FPI's price experiences larger fluctuations and is considered to be riskier than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPI | PTTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 1.77% | +4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 18.58% | 3.61% | +14.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 4.63% | +18.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.32% | 6.28% | +22.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.64% | 5.23% | +30.41% |
Dividends
FPI vs. PTTRX - Dividend Comparison
FPI's dividend yield for the trailing twelve months is around 4.71%, more than PTTRX's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPI Farmland Partners Inc. | 4.71% | 4.54% | 11.31% | 3.61% | 1.85% | 1.67% | 2.30% | 2.95% | 7.82% | 5.88% | 4.57% | 4.54% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.54% | 4.47% | 4.61% | 3.81% | 3.63% | 2.59% | 6.11% | 3.96% | 3.13% | 2.63% | 3.02% | 6.64% |
Frequently Asked Questions
FPI and PTTRX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FPI has higher volatility (6.49%) compared to PTTRX (1.77%). In terms of maximum drawdown, FPI dropped -59.77% vs PTTRX's -19.28%.
PTTRX currently has the higher Sharpe Ratio (1.47 vs -0.40), 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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