Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFDBX (RISKPRO® PFG BALANCED 20-30 FUND RISKPRO® PFG BALANCED 20-30 FUND CLASS R) | NA | -7.99% | 4.80% | NA | NA | NA | NA | … | … |
Data as of 12/23/2021, Common starting date is 12/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFDBX (RISKPRO® PFG BALANCED 20-30 FUND RISKPRO® PFG BALANCED 20-30 FUND CLASS R) | 12/12/2017 | 12/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.99 | 4.80 | NA | NA | NA | NA | … | … | -8.67 | 1.98 | 16.35 | -7.72 | -0.33 |
| Sharpe Ratio | NA | -0.34 | 0.19 | NA | NA | NA | NA | … | … | -0.37 | 0.08 | 1.74 | -0.77 | -3.65 |
| Standard Deviation(%) | NA | 23.69 | 19.35 | NA | NA | NA | NA | … | … | 23.92 | 21.88 | 8.58 | 11.80 | 2.09 |
| Draw Down(%) | NA | 21.18 | 27.12 | NA | NA | NA | NA | … | … | 21.18 | 27.12 | 4.61 | 15.33 | 0.40 |
| Yield(%) | 0.00 | 22.87 | 10.11 | 5.42 | 2.71 | 1.81 | 1.35 | … | … | 22.94 | 0.00 | 0.99 | 1.12 | 0.47 |
Data as of 12/23/2021, Common starting date is 12/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFDBX (RISKPRO® PFG BALANCED 20-30 FUND RISKPRO® PFG BALANCED 20-30 FUND CLASS R) |
3.16%
Jan 2018 – Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFDBX (RISKPRO® PFG BALANCED 20-30 FUND RISKPRO® PFG BALANCED 20-30 FUND CLASS R) |
9.28%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart