PFFSX vs. VITPX
Compare and contrast key facts about PFG Sector Equity Business Cycle Strategy Fund (PFFSX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
PFFSX is managed by The Pacific Financial Group. It was launched on Apr 30, 2020. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
PFFSX vs. VITPX - Performance Comparison
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PFFSX vs. VITPX - 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% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 39.02% |
Returns By Period
In the year-to-date period, PFFSX achieves a -3.76% return, which is significantly higher than VITPX's -3.97% return.
PFFSX
- 1D
- 3.40%
- 1M
- -4.39%
- YTD
- -3.76%
- 6M
- -2.41%
- 1Y
- 17.47%
- 3Y*
- 17.46%
- 5Y*
- 12.24%
- 10Y*
- —
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
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PFFSX vs. VITPX - Expense Ratio Comparison
PFFSX has a 2.03% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
PFFSX vs. VITPX — Risk / Return Rank
PFFSX
VITPX
PFFSX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PFG Sector Equity Business Cycle Strategy Fund (PFFSX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). 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 | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.98 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.50 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.51 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.21 | 7.25 | -2.04 |
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 | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.98 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.63 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.47 | +0.36 |
Correlation
The correlation between PFFSX and VITPX is 0.96, 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. VITPX - Dividend Comparison
PFFSX's dividend yield for the trailing twelve months is around 17.87%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
PFFSX vs. VITPX - Drawdown Comparison
The maximum PFFSX drawdown since its inception was -24.92%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PFFSX and VITPX.
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Drawdown Indicators
| PFFSX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.92% | -55.28% | +30.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -12.41% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -25.31% | +0.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.99% | — |
Current DrawdownCurrent decline from peak | -7.05% | -6.21% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -6.13% | -8.07% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.59% | +0.42% |
Volatility
PFFSX vs. VITPX - Volatility Comparison
PFG Sector Equity Business Cycle Strategy Fund (PFFSX) has a higher volatility of 6.09% compared to Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) at 5.49%. This indicates that PFFSX's price experiences larger fluctuations and is considered to be riskier than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFFSX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 5.49% | +0.60% |
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% | 18.61% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.87% | 17.37% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 18.40% | +0.56% |