Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFCOX (PFG American Funds Conservative Income Strategy Fund Class R Shares) | 1.22% | 5.52% | 5.19% | 1.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFCOX (PFG American Funds Conservative Income Strategy Fund Class R Shares) | 05/04/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.52 | 5.19 | 1.36 | NA | NA | NA | … | … | 1.22 | 7.67 | 3.53 | 4.07 | -9.88 | 3.16 | 4.68 |
| Sharpe Ratio | NA | 1.05 | 0.53 | -0.23 | NA | NA | NA | … | … | 0.19 | 1.27 | -0.02 | 0.08 | -1.72 | 1.10 | 1.73 |
| Standard Deviation(%) | NA | 3.45 | 4.23 | 4.74 | NA | NA | NA | … | … | 3.98 | 3.78 | 4.06 | 5.21 | 6.62 | 2.85 | 4.07 |
| Draw Down(%) | NA | 3.37 | 4.60 | 13.55 | NA | NA | NA | … | … | 3.37 | 2.78 | 2.83 | 5.51 | 13.55 | 1.32 | 2.23 |
| Yield(%) | 0.00 | 3.34 | 2.67 | 2.21 | 1.33 | 0.88 | 0.66 | … | … | 0.00 | 3.45 | 2.26 | 2.22 | 2.62 | 1.41 | 1.68 |
Data as of 06/04/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFCOX (PFG American Funds Conservative Income Strategy Fund Class R Shares) |
-2.07%
Oct 2020 – Oct 2023 |
1.37%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFCOX (PFG American Funds Conservative Income Strategy Fund Class R Shares) |
5.89%
Feb 2023 – Feb 2026 |
2.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart