Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFSMX (RISKPRO® PFG 30+ FUND RISKPRO® PFG 30+ FUND CLASS R) | 5.56% | 12.64% | 12.36% | 5.62% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFSMX (RISKPRO® PFG 30+ FUND RISKPRO® PFG 30+ FUND CLASS R) | 12/19/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 12.64 | 12.36 | 5.62 | NA | NA | NA | … | … | 5.56 | 12.09 | 10.54 | 14.51 | -17.25 | 17.56 | 11.48 | 27.07 | -8.21 | 0.50 |
| Sharpe Ratio | NA | 1.25 | 0.81 | 0.24 | NA | NA | NA | … | … | 1.35 | 0.61 | 0.64 | 0.92 | -0.88 | 1.47 | 0.37 | 2.36 | -0.69 | 6.89 |
| Standard Deviation(%) | NA | 10.67 | 12.62 | 14.70 | NA | NA | NA | … | … | 12.46 | 15.14 | 10.85 | 11.85 | 21.39 | 11.95 | 30.16 | 10.85 | 13.98 | 2.72 |
| Draw Down(%) | NA | 8.16 | 15.67 | 25.71 | NA | NA | NA | … | … | 8.16 | 15.67 | 6.63 | 10.95 | 25.11 | 5.76 | 33.68 | 5.65 | 18.10 | 0.10 |
| Yield(%) | 0.00 | 9.28 | 7.68 | 9.06 | 6.89 | 4.59 | 3.44 | … | … | 0.00 | 9.76 | 8.92 | 3.51 | 14.26 | 20.37 | 3.24 | 1.75 | 1.54 | 0.80 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PFSMX (RISKPRO® PFG 30+ FUND RISKPRO® PFG 30+ FUND CLASS R) |
1.56%
Dec 2021 – Dec 2024 |
4.45%
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 |
|---|---|---|---|---|
| PFSMX (RISKPRO® PFG 30+ FUND RISKPRO® PFG 30+ FUND CLASS R) |
18.53%
Dec 2018 – Dec 2021 |
11.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart