PRRSX vs. PFFR
Compare and contrast key facts about PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) and InfraCap REIT Preferred ETF (PFFR).
PRRSX is managed by PIMCO. It was launched on Oct 30, 2003. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRRSX or PFFR.
Correlation
The correlation between PRRSX and PFFR is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRRSX vs. PFFR - Performance Comparison
Key characteristics
PRRSX:
0.24
PFFR:
1.15
PRRSX:
0.43
PFFR:
1.58
PRRSX:
1.05
PFFR:
1.20
PRRSX:
0.12
PFFR:
0.82
PRRSX:
0.88
PFFR:
4.61
PRRSX:
4.50%
PFFR:
2.03%
PRRSX:
16.40%
PFFR:
8.16%
PRRSX:
-84.12%
PFFR:
-53.02%
PRRSX:
-25.34%
PFFR:
-5.87%
Returns By Period
In the year-to-date period, PRRSX achieves a 2.25% return, which is significantly lower than PFFR's 7.47% return.
PRRSX
2.25%
-7.18%
6.09%
3.11%
0.57%
3.80%
PFFR
7.47%
-1.16%
5.47%
10.24%
1.28%
N/A
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PRRSX vs. PFFR - Expense Ratio Comparison
PRRSX has a 0.79% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
PRRSX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) and InfraCap REIT Preferred ETF (PFFR). 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.
Dividends
PRRSX vs. PFFR - Dividend Comparison
PRRSX's dividend yield for the trailing twelve months is around 0.41%, less than PFFR's 7.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRSX PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund | 0.41% | 0.00% | 11.43% | 27.14% | 3.55% | 7.98% | 0.82% | 1.68% | 0.66% | 8.40% | 34.95% | 10.91% |
PFFR InfraCap REIT Preferred ETF | 7.07% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRRSX vs. PFFR - Drawdown Comparison
The maximum PRRSX drawdown since its inception was -84.12%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for PRRSX and PFFR. For additional features, visit the drawdowns tool.
Volatility
PRRSX vs. PFFR - Volatility Comparison
PIMCO Variable Insurance Trust Real Estate Real Return Strategy Fund (PRRSX) has a higher volatility of 5.39% compared to InfraCap REIT Preferred ETF (PFFR) at 2.52%. This indicates that PRRSX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.