TRMB vs. PFFA
TRMB (Trimble Inc.) is a stock, while PFFA (Virtus InfraCap U.S. Preferred Stock ETF) is Preferred Stock/Convertible Bonds fund actively managed by Virtus Investment Partners. Over the past 5 years, TRMB returned -9.38%/yr vs 6.09%/yr for PFFA. At a 0.45 correlation, their price movements are largely independent.
Performance
TRMB vs. PFFA - Performance Comparison
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Returns By Period
In the year-to-date period, TRMB achieves a -37.22% return, which is significantly lower than PFFA's 2.26% return.
TRMB
- 1D
- -0.08%
- 1M
- -12.69%
- YTD
- -37.22%
- 6M
- -38.89%
- 1Y
- -32.35%
- 3Y*
- -0.24%
- 5Y*
- -9.38%
- 10Y*
- 6.58%
PFFA
- 1D
- -0.28%
- 1M
- -0.23%
- YTD
- 2.26%
- 6M
- 1.93%
- 1Y
- 11.54%
- 3Y*
- 14.10%
- 5Y*
- 6.09%
- 10Y*
- —
TRMB vs. PFFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TRMB Trimble Inc. | -37.22% | 10.88% | 32.82% | 5.22% | -42.01% | 30.58% | 60.16% | 26.68% | -4.75% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 2.26% | 8.22% | 16.11% | 26.45% | -20.91% | 23.53% | -7.87% | 31.99% | -7.29% |
Correlation
The correlation between TRMB and PFFA is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.45 |
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Return for Risk
TRMB vs. PFFA — Risk / Return Rank
TRMB
PFFA
TRMB vs. PFFA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Trimble Inc. (TRMB) 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.
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.
| TRMB | PFFA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.73 | ||
| Sortino ratioReturn per unit of downside risk | -3.79 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.30 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 1.79 | -2.55 |
| Martin ratioReturn relative to average drawdown | -1.81 | 5.90 | -7.71 |
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Drawdowns
TRMB vs. PFFA - Drawdown Comparison
The maximum TRMB drawdown since its inception was -87.23%, which is greater than PFFA's maximum drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for TRMB and PFFA.
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Drawdown Indicators
| TRMB | PFFA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.23% | -70.52% | -16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -42.67% | -6.49% | -36.18% |
Max Drawdown (3Y)Largest decline over 3 years | -42.67% | -12.15% | -30.52% |
Max Drawdown (5Y)Largest decline over 5 years | -57.35% | -22.70% | -34.65% |
Max Drawdown (10Y)Largest decline over 10 years | -57.35% | — | — |
Current DrawdownCurrent decline from peak | -48.61% | -2.28% | -46.33% |
Average DrawdownAverage peak-to-trough decline | -31.39% | -6.62% | -24.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.94% | 1.96% | +15.98% |
Volatility
TRMB vs. PFFA - Volatility Comparison
Trimble Inc. (TRMB) has a higher volatility of 9.24% compared to Virtus InfraCap U.S. Preferred Stock ETF (PFFA) at 2.13%. This indicates that TRMB's price experiences larger fluctuations and is considered to be riskier than PFFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRMB | PFFA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 2.13% | +7.11% |
Volatility (6M)Calculated over the trailing 6-month period | 23.36% | 5.91% | +17.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.29% | 7.16% | +22.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.90% | 11.54% | +21.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.60% | 31.74% | +1.86% |
Dividends
TRMB vs. PFFA - Dividend Comparison
TRMB has not paid dividends to shareholders, while PFFA's dividend yield for the trailing twelve months is around 9.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.79% | 9.47% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% |
TRMB Trimble Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TRMB and PFFA have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRMB has higher volatility (9.24%) compared to PFFA (2.13%). In terms of maximum drawdown, TRMB dropped -87.23% vs PFFA's -70.52%.
PFFA currently has the higher Sharpe Ratio (1.62 vs -1.11), 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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