Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFDEX (RISKPRO® PFG EQUITY 30+ FUND RISKPRO® PFG EQUITY 30+ FUND CLASS R) | NA | -10.19% | 7.00% | 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 |
|---|---|---|
| PFDEX (RISKPRO® PFG EQUITY 30+ FUND RISKPRO® PFG EQUITY 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 | -10.19 | 7.00 | NA | NA | NA | NA | … | … | -10.81 | 2.57 | 20.54 | -7.00 | -0.64 |
| Sharpe Ratio | NA | -0.32 | 0.21 | NA | NA | NA | NA | … | … | -0.34 | 0.07 | 1.46 | -0.51 | -3.87 |
| Standard Deviation(%) | NA | 32.37 | 27.03 | NA | NA | NA | NA | … | … | 32.68 | 31.31 | 13.05 | 16.48 | 3.50 |
| Draw Down(%) | NA | 27.59 | 35.23 | NA | NA | NA | NA | … | … | 27.59 | 35.23 | 6.37 | 20.72 | 0.74 |
| Yield(%) | 0.00 | 31.76 | 15.36 | 8.05 | 4.03 | 2.68 | 2.01 | … | … | 31.99 | 0.00 | 3.83 | 0.00 | 0.26 |
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 |
|---|---|---|---|---|
| PFDEX (RISKPRO® PFG EQUITY 30+ FUND RISKPRO® PFG EQUITY 30+ FUND CLASS R) |
5.55%
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 |
|---|---|---|---|---|
| PFDEX (RISKPRO® PFG EQUITY 30+ FUND RISKPRO® PFG EQUITY 30+ FUND CLASS R) |
13.09%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart