PFSEX vs. AMZN
Compare and contrast key facts about PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) and Amazon.com, Inc. (AMZN).
PFSEX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFSEX or AMZN.
Correlation
The correlation between PFSEX and AMZN is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PFSEX vs. AMZN - Performance Comparison
Key characteristics
PFSEX:
1.28
AMZN:
1.23
PFSEX:
1.77
AMZN:
1.73
PFSEX:
1.24
AMZN:
1.22
PFSEX:
1.74
AMZN:
1.72
PFSEX:
6.96
AMZN:
5.47
PFSEX:
2.28%
AMZN:
6.12%
PFSEX:
12.44%
AMZN:
27.27%
PFSEX:
-35.41%
AMZN:
-94.40%
PFSEX:
-0.31%
AMZN:
-6.37%
Returns By Period
In the year-to-date period, PFSEX achieves a 5.14% return, which is significantly higher than AMZN's 3.30% return.
PFSEX
5.14%
2.94%
5.49%
16.59%
6.99%
N/A
AMZN
3.30%
0.31%
25.83%
35.64%
16.75%
28.08%
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Risk-Adjusted Performance
PFSEX vs. AMZN — Risk-Adjusted Performance Rank
PFSEX
AMZN
PFSEX vs. AMZN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) and Amazon.com, Inc. (AMZN). 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.
Dividends
PFSEX vs. AMZN - Dividend Comparison
PFSEX's dividend yield for the trailing twelve months is around 0.81%, while AMZN has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund | 0.81% | 0.86% | 0.00% | 0.00% | 1.18% |
AMZN Amazon.com, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFSEX vs. AMZN - Drawdown Comparison
The maximum PFSEX drawdown since its inception was -35.41%, smaller than the maximum AMZN drawdown of -94.40%. Use the drawdown chart below to compare losses from any high point for PFSEX and AMZN. For additional features, visit the drawdowns tool.
Volatility
PFSEX vs. AMZN - Volatility Comparison
The current volatility for PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) is 3.03%, while Amazon.com, Inc. (AMZN) has a volatility of 7.09%. This indicates that PFSEX experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.