PFFSX vs. PFSEX
Compare and contrast key facts about PFG Sector Equity Business Cycle Strategy Fund (PFFSX) and PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX).
PFFSX is managed by The Pacific Financial Group. It was launched on Apr 30, 2020. PFSEX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017.
Performance
PFFSX vs. PFSEX - Performance Comparison
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PFFSX vs. PFSEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PFFSX PFG Sector Equity Business Cycle Strategy Fund | -3.76% | 16.17% | 30.14% | 18.01% | -11.57% | 26.30% | 24.12% |
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund | -3.49% | 17.66% | 15.07% | 19.04% | -17.22% | 17.81% | 36.97% |
Returns By Period
In the year-to-date period, PFFSX achieves a -3.76% return, which is significantly lower than PFSEX's -3.49% return.
PFFSX
- 1D
- 3.40%
- 1M
- -4.39%
- YTD
- -3.76%
- 6M
- -2.41%
- 1Y
- 17.47%
- 3Y*
- 17.46%
- 5Y*
- 12.24%
- 10Y*
- —
PFSEX
- 1D
- 2.96%
- 1M
- -5.83%
- YTD
- -3.49%
- 6M
- -2.04%
- 1Y
- 16.04%
- 3Y*
- 13.62%
- 5Y*
- 7.01%
- 10Y*
- —
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PFFSX vs. PFSEX - Expense Ratio Comparison
PFFSX has a 2.03% expense ratio, which is lower than PFSEX's 2.05% expense ratio.
Return for Risk
PFFSX vs. PFSEX — Risk / Return Rank
PFFSX
PFSEX
PFFSX vs. PFSEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PFG Sector Equity Business Cycle Strategy Fund (PFFSX) and PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PFFSX | PFSEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.96 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.45 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.43 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.21 | 6.32 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFFSX | PFSEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.96 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.43 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.42 | +0.42 |
Correlation
The correlation between PFFSX and PFSEX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PFFSX vs. PFSEX - Dividend Comparison
PFFSX's dividend yield for the trailing twelve months is around 17.87%, which matches PFSEX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PFFSX PFG Sector Equity Business Cycle Strategy Fund | 17.87% | 17.19% | 19.78% | 2.40% | 10.90% | 6.73% | 5.51% | 0.00% | 0.00% |
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund | 17.99% | 17.36% | 1.71% | 0.00% | 6.35% | 5.13% | 0.00% | 0.00% | 3.27% |
Drawdowns
PFFSX vs. PFSEX - Drawdown Comparison
The maximum PFFSX drawdown since its inception was -24.92%, smaller than the maximum PFSEX drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for PFFSX and PFSEX.
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Drawdown Indicators
| PFFSX | PFSEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.92% | -33.76% | +8.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -11.60% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -28.41% | +3.49% |
Current DrawdownCurrent decline from peak | -7.05% | -7.18% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -6.13% | -7.04% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.62% | +0.39% |
Volatility
PFFSX vs. PFSEX - Volatility Comparison
PFG Sector Equity Business Cycle Strategy Fund (PFFSX) and PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) have volatilities of 6.09% and 6.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFFSX | PFSEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 6.00% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 9.79% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 17.17% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 16.22% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 18.56% | +0.40% |