PFSEX vs. AMZN

In the year-to-date period, PFSEX achieves a 3.14% return, which is significantly higher than AMZN's -6.55% return.

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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.

The current PFSEX Sharpe Ratio is 0.56, which is higher than the AMZN Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of PFSEX and AMZN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PFSEX's dividend yield for the trailing twelve months is around 1.65%, while AMZN has not paid dividends to shareholders.

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.

The current volatility for PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) is 3.97%, while Amazon.com, Inc. (AMZN) has a volatility of 10.05%. 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.