Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFJDX (RISKPRO® DYNAMIC 20-30 FUND CLASS R) | 4.20% | 14.30% | 11.40% | 4.62% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFJDX (RISKPRO® DYNAMIC 20-30 FUND CLASS R) | 03/22/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 14.30 | 11.40 | 4.62 | NA | NA | NA | … | … | 4.20 | 13.14 | 10.18 | 12.49 | -15.77 | 11.10 | 8.40 | 16.33 | -8.08 |
| Sharpe Ratio | NA | 1.70 | 0.96 | 0.26 | NA | NA | NA | … | … | 1.29 | 0.93 | 0.78 | 1.06 | -1.28 | 1.30 | 0.41 | 2.31 | -1.13 |
| Standard Deviation(%) | NA | 8.62 | 9.68 | 10.28 | NA | NA | NA | … | … | 10.56 | 11.08 | 8.41 | 8.42 | 13.51 | 8.52 | 19.72 | 6.43 | 10.41 |
| Draw Down(%) | NA | 7.17 | 11.09 | 21.48 | NA | NA | NA | … | … | 7.17 | 11.07 | 4.81 | 9.06 | 21.48 | 3.97 | 25.42 | 3.05 | 13.86 |
| Yield(%) | 0.00 | 6.17 | 3.09 | 3.97 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 6.36 | 1.31 | 0.58 | 6.77 | 6.72 | 0.38 | 0.53 | 0.04 |
Data as of 06/05/2026, Common starting date is 03/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFJDX (RISKPRO® DYNAMIC 20-30 FUND CLASS R) |
-0.20%
Sep 2019 – Sep 2022 |
1.80%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFJDX (RISKPRO® DYNAMIC 20-30 FUND CLASS R) |
13.66%
Sep 2022 – Sep 2025 |
8.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart