Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFTSX (PFG Tactical Income Strategy Fund Class R Shares) | 4.84% | 12.54% | 9.52% | 3.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFTSX (PFG Tactical Income Strategy Fund Class R Shares) | 05/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 12.54 | 9.52 | 3.80 | NA | NA | NA | … | … | 4.84 | 12.31 | 6.00 | 10.07 | -12.97 | 6.29 | 11.27 |
| Sharpe Ratio | NA | 1.59 | 0.90 | 0.17 | NA | NA | NA | … | … | 1.02 | 1.24 | 0.38 | 1.04 | -1.46 | 1.08 | 2.26 |
| Standard Deviation(%) | NA | 6.47 | 7.00 | 7.45 | NA | NA | NA | … | … | 8.16 | 7.61 | 6.19 | 6.22 | 9.90 | 5.78 | 7.66 |
| Draw Down(%) | NA | 5.72 | 7.77 | 17.93 | NA | NA | NA | … | … | 5.72 | 7.77 | 3.31 | 6.23 | 16.50 | 3.51 | 3.93 |
| Yield(%) | 0.00 | 1.85 | 2.31 | 3.65 | 2.39 | 1.60 | 1.20 | … | … | 0.00 | 1.93 | 2.52 | 2.39 | 0.76 | 12.75 | 3.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PFTSX (PFG Tactical Income Strategy Fund Class R Shares) |
-0.59%
Apr 2021 – Apr 2024 |
3.12%
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 |
|---|---|---|---|---|
| PFTSX (PFG Tactical Income Strategy Fund Class R Shares) |
10.23%
Sep 2022 – Sep 2025 |
5.47%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart