PortfoliosLab logoPortfoliosLab logo
STRD vs. PFFA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STRD vs. PFFA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

STRD vs. PFFA - Yearly Performance Comparison


2026 (YTD)2025
STRD
MicroStrategy Incorporated
3.62%-5.26%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
-3.22%10.18%

Returns By Period

In the year-to-date period, STRD achieves a 3.62% return, which is significantly higher than PFFA's -3.22% return.


STRD

1D
3.68%
1M
1.04%
YTD
3.62%
6M
2.68%
1Y
3Y*
5Y*
10Y*

PFFA

1D
0.10%
1M
-4.25%
YTD
-3.22%
6M
-1.63%
1Y
5.66%
3Y*
12.09%
5Y*
5.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

STRD vs. PFFA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STRD

PFFA
PFFA Risk / Return Rank: 3030
Overall Rank
PFFA Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 2828
Sortino Ratio Rank
PFFA Omega Ratio Rank: 3232
Omega Ratio Rank
PFFA Calmar Ratio Rank: 2727
Calmar Ratio Rank
PFFA Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRD vs. PFFA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

STRD vs. PFFA - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


STRDPFFADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.22

-0.30

Correlation

The correlation between STRD and PFFA is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

STRD vs. PFFA - Dividend Comparison

STRD's dividend yield for the trailing twelve months is around 10.62%, more than PFFA's 10.06% yield.


TTM20252024202320222021202020192018
STRD
MicroStrategy Incorporated
10.62%7.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
10.06%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%

Drawdowns

STRD vs. PFFA - Drawdown Comparison

The maximum STRD drawdown since its inception was -28.91%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for STRD and PFFA.


Loading graphics...

Drawdown Indicators


STRDPFFADifference

Max Drawdown

Largest peak-to-trough decline

-28.91%

-70.52%

+41.61%

Max Drawdown (1Y)

Largest decline over 1 year

-8.54%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

Current Drawdown

Current decline from peak

-11.88%

-6.07%

-5.81%

Average Drawdown

Average peak-to-trough decline

-12.40%

-6.77%

-5.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

Volatility

STRD vs. PFFA - Volatility Comparison


Loading graphics...

Volatility by Period


STRDPFFADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.26%

Volatility (6M)

Calculated over the trailing 6-month period

5.25%

Volatility (1Y)

Calculated over the trailing 1-year period

25.90%

9.98%

+15.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.90%

11.49%

+14.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.90%

32.17%

-6.27%