Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFSEX (RISKPRO® 30+ FUND CLASS R) | 10.10% | 24.39% | 17.80% | 8.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFSEX (RISKPRO® 30+ FUND CLASS R) | 12/19/2017 | 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 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 24.39 | 17.80 | 8.67 | NA | NA | NA | … | … | 10.10 | 17.66 | 15.07 | 19.04 | -17.28 | 17.90 | 11.91 | 22.25 | -10.38 | 0.30 |
| Sharpe Ratio | NA | 1.82 | 1.04 | 0.40 | NA | NA | NA | … | … | 1.54 | 0.87 | 0.93 | 1.26 | -0.91 | 1.36 | 0.36 | 1.93 | -0.72 | 2.67 |
| Standard Deviation(%) | NA | 12.37 | 14.24 | 15.49 | NA | NA | NA | … | … | 14.87 | 17.03 | 12.28 | 12.36 | 20.73 | 13.19 | 32.43 | 10.78 | 16.40 | 3.85 |
| Draw Down(%) | NA | 9.85 | 17.24 | 25.22 | NA | NA | NA | … | … | 9.85 | 17.24 | 8.32 | 11.22 | 25.22 | 5.60 | 35.41 | 6.11 | 20.26 | 0.30 |
| Yield(%) | 0.00 | 16.73 | 7.91 | 5.91 | 4.30 | 2.87 | 2.15 | … | … | 0.00 | 17.44 | 1.95 | 0.00 | 4.91 | 5.79 | 0.00 | 0.00 | 2.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFSEX (RISKPRO® 30+ FUND CLASS R) |
2.22%
Sep 2019 – Sep 2022 |
4.02%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFSEX (RISKPRO® 30+ FUND CLASS R) |
20.12%
Sep 2022 – Sep 2025 |
14.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart