Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFFFX (PFG Fidelity Institutional AM & Equity Index Strategy Fund Class R Shares) | 12.00% | 27.72% | 19.09% | 9.58% | 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 |
|---|---|---|
| PFFFX (PFG Fidelity Institutional AM & Equity Index 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 (%) | 0.39 | 27.72 | 19.09 | 9.58 | NA | NA | NA | … | … | 12.00 | 19.55 | 14.93 | 19.36 | -18.75 | 18.55 | 31.91 |
| Sharpe Ratio | NA | 2.11 | 1.16 | 0.45 | NA | NA | NA | … | … | 1.94 | 1.00 | 0.95 | 1.26 | -0.90 | 1.47 | 2.83 |
| Standard Deviation(%) | NA | 12.32 | 14.05 | 15.86 | NA | NA | NA | … | … | 14.83 | 16.82 | 11.96 | 12.56 | 22.49 | 12.58 | 18.16 |
| Draw Down(%) | NA | 9.50 | 16.84 | 26.23 | NA | NA | NA | … | … | 9.50 | 16.84 | 8.13 | 11.63 | 26.23 | 5.33 | 7.98 |
| Yield(%) | 0.00 | 3.87 | 5.91 | 4.72 | 3.72 | 2.48 | 1.86 | … | … | 0.00 | 4.07 | 8.80 | 4.26 | 3.35 | 5.72 | 3.20 |
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 |
|---|---|---|---|---|
| PFFFX (PFG Fidelity Institutional AM & Equity Index Strategy Fund Class R Shares) |
2.75%
Apr 2021 – Apr 2024 |
7.90%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFFFX (PFG Fidelity Institutional AM & Equity Index Strategy Fund Class R Shares) |
20.40%
Sep 2022 – Sep 2025 |
12.88%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart