Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFGAX (LONG-TERM U.S. GOVERNMENT FUND A) | 0.98% | -2.37% | -2.87% | -13.02% | -2.81% | 0.22% | 1.58% | 3.80% |
Data as of 06/20/2025, AR inception is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGAX (LONG-TERM U.S. GOVERNMENT FUND A) | 01/30/1997 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | -2.37 | -2.87 | -13.02 | -2.81 | 0.22 | 1.58 | 3.80 | 0.98 | -6.23 | 3.64 | -29.24 | -9.26 | -5.12 | 12.88 | -2.44 | 9.06 | 0.71 | -2.61 | 24.16 | -13.04 | 4.62 | 27.74 | 11.23 | -2.46 | 13.16 | 8.76 | 0.76 | 4.45 | 6.82 | 3.30 | 18.48 | 5.12 | 19.90 | -8.34 | 13.05 | 16.04 |
| Sharpe Ratio | NA | -0.43 | -0.06 | -0.17 | -0.07 | NA | NA | 0.06 | -0.07 | -1.01 | 0.00 | -1.67 | -0.64 | -0.18 | 1.01 | -0.42 | 0.92 | 0.04 | -0.19 | 2.56 | -1.09 | 0.39 | 1.72 | 0.86 | -0.17 | 0.87 | 0.65 | -0.37 | 0.30 | 0.65 | 0.24 | 1.67 | 0.25 | 1.94 | -1.28 | 1.11 | 1.88 |
| Standard Deviation(%) | NA | 13.05 | 113.63 | 88.97 | 63.54 | NA | NA | 38.73 | 13.70 | 12.63 | 196.35 | 18.41 | 14.46 | 29.51 | 11.35 | 8.91 | 9.24 | 11.85 | 13.97 | 9.45 | 11.95 | 11.92 | 16.08 | 13.00 | 15.00 | 14.03 | 8.90 | 6.87 | 7.48 | 8.98 | 10.99 | 10.41 | 11.40 | 8.16 | 9.01 | 8.76 | 7.46 |
| Draw Down(%) | NA | 13.10 | 77.05 | 87.13 | 87.13 | NA | NA | 87.13 | 8.80 | 11.46 | 75.20 | 34.57 | 13.80 | 25.97 | 8.11 | 9.74 | 4.84 | 16.74 | 14.40 | 4.63 | 16.12 | 8.27 | 9.13 | 12.37 | 10.20 | 10.16 | 7.39 | 7.58 | 6.41 | 9.95 | 12.96 | 6.14 | 10.80 | 5.93 | 9.82 | 8.03 | 5.34 |
| Yield(%) | 0.00 | 2.79 | 8.10 | 3.20 | 6.49 | 6.66 | 6.38 | 7.58 | 1.15 | 2.80 | 9.45 | 1.64 | 1.54 | 3.00 | 2.50 | 2.79 | 2.67 | 2.86 | 43.25 | 2.76 | 3.93 | 9.06 | 17.33 | 12.47 | 8.34 | 4.57 | 4.49 | 4.19 | 3.22 | 6.32 | 5.53 | 9.55 | 8.58 | 6.23 | 5.26 | 10.17 | 5.85 |
Data as of 06/20/2025, AR inception is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGAX (LONG-TERM U.S. GOVERNMENT FUND A) |
-22.96%
Oct 2020 - Oct 2023 |
-13.19%
May 2020 - May 2025 |
-4.22%
Jan 2015 - Jan 2025 |
0.24%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGAX (LONG-TERM U.S. GOVERNMENT FUND A) |
16.36%
Oct 2008 - Oct 2011 |
13.15%
Jul 2007 - Jul 2012 |
9.20%
May 2002 - May 2012 |
9.15%
May 1997 - May 2012 |
Annualized Rolling Returns Comparison Chart