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 -8.69%/yr vs 5.69%/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 -33.26% return, which is significantly lower than PFFA's 1.63% return.
TRMB
- 1D
- -1.00%
- 1M
- 3.71%
- 6M
- -35.28%
- YTD
- -33.26%
- 1Y
- -34.63%
- 3Y*
- -0.70%
- 5Y*
- -8.69%
- 10Y*
- 7.52%
PFFA
- 1D
- -0.38%
- 1M
- -0.33%
- 6M
- 0.05%
- YTD
- 1.63%
- 1Y
- 7.78%
- 3Y*
- 12.23%
- 5Y*
- 5.69%
- 10Y*
- —
TRMB vs. PFFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TRMB Trimble Inc. | -33.26% | 10.88% | 32.82% | 5.22% | -42.01% | 30.58% | 60.16% | 26.68% | -4.75% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 1.63% | 8.22% | 16.11% | 26.45% | -20.91% | 23.53% | -7.87% | 31.99% | -7.29% |
Correlation
The correlation between TRMB and PFFA is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
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 | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -3.12 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.19 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.20 | -2.02 |
| Martin ratioReturn relative to average drawdown | -1.73 | 3.71 | -5.44 |
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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 | -45.37% | -2.88% | -42.49% |
Average DrawdownAverage peak-to-trough decline | -31.41% | -6.60% | -24.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.01% | 2.10% | +17.91% |
Volatility
TRMB vs. PFFA - Volatility Comparison
Trimble Inc. (TRMB) has a higher volatility of 6.94% compared to Virtus InfraCap U.S. Preferred Stock ETF (PFFA) at 2.74%. 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 | 6.94% | 2.74% | +4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 23.57% | 6.30% | +17.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.53% | 7.42% | +22.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.93% | 11.58% | +21.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.54% | 31.65% | +1.89% |
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 9.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.85% | 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 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRMB has higher volatility (6.94%) compared to PFFA (2.74%). In terms of maximum drawdown, TRMB dropped -87.23% vs PFFA's -70.52%.
PFFA currently has the higher Sharpe Ratio (1.05 vs -1.18), 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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