Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGGX (PFG American Funds Growth Strategy Fund Class R Shares) | 4.94% | 17.50% | 17.49% | 7.38% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGGX (PFG American Funds Growth Strategy Fund Class R Shares) | 05/04/2020 | 06/10/2026 |
| 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 (%) | -4.43 | 17.50 | 17.49 | 7.38 | NA | NA | NA | … | … | 4.94 | 18.32 | 18.00 | 26.65 | -27.71 | 16.14 | 34.51 |
| Sharpe Ratio | NA | 1.22 | 0.95 | 0.29 | NA | NA | NA | … | … | 0.73 | 0.81 | 1.02 | 1.68 | -1.10 | 1.10 | 3.22 |
| Standard Deviation(%) | NA | 14.58 | 16.12 | 18.34 | NA | NA | NA | … | … | 17.34 | 19.05 | 14.11 | 13.84 | 26.48 | 14.67 | 17.40 |
| Draw Down(%) | NA | 11.98 | 19.54 | 35.06 | NA | NA | NA | … | … | 11.98 | 19.54 | 9.09 | 11.74 | 33.01 | 7.46 | 8.06 |
| Yield(%) | 0.00 | 8.04 | 5.62 | 5.87 | 4.53 | 3.02 | 2.26 | … | … | 0.00 | 8.49 | 5.40 | 0.47 | 12.45 | 5.58 | 3.12 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| PFGGX (PFG American Funds Growth Strategy Fund Class R Shares) |
0.83%
Apr 2021 – Apr 2024 |
6.23%
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 |
|---|---|---|---|---|
| PFGGX (PFG American Funds Growth Strategy Fund Class R Shares) |
22.42%
Sep 2022 – Sep 2025 |
11.75%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart