PFSMX vs. PFJDX

Last updated Apr 1, 2026

Compare and contrast key facts about PFG MFS Aggressive Growth Strategy Fund (PFSMX) and PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX).

PFSMX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017. PFJDX is managed by The Pacific Financial Group. It was launched on Mar 14, 2018.

Performance

PFSMX vs. PFJDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PFG MFS Aggressive Growth Strategy Fund (PFSMX) and PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX). The values are adjusted to include any dividend payments, if applicable.

PFSMX vs. PFJDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
PFSMX PFG MFS Aggressive Growth Strategy Fund	-3.74%	12.09%	20.94%	14.51%	-17.25%	17.56%	11.48%	27.08%	-14.08%
PFJDX PFG JP Morgan Tactical Moderate Strategy Fund	-4.37%	13.15%	9.96%	12.71%	-15.77%	11.10%	8.40%	16.33%	-11.06%

Returns By Period

In the year-to-date period, PFSMX achieves a -3.74% return, which is significantly higher than PFJDX's -4.37% return.

PFSMX

• 1D: -0.22%
• 1M: -7.98%
• YTD: -3.74%
• 6M: -3.23%
• 1Y: 9.09%
• 3Y*: 12.76%
• 5Y*: 6.94%
• 10Y*: —

PFJDX

• 1D: -0.09%
• 1M: -6.72%
• YTD: -4.37%
• 6M: -2.94%
• 1Y: 8.69%
• 3Y*: 8.60%
• 5Y*: 3.76%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PFSMX vs. PFJDX - Expense Ratio Comparison

Both PFSMX and PFJDX have an expense ratio of 2.05%.

PFSMX

PFG MFS Aggressive Growth Strategy Fund

PFJDX

PFG JP Morgan Tactical Moderate Strategy Fund

Return for Risk

PFSMX vs. PFJDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFSMX

PFSMX Risk / Return Rank: 24
PFSMX Sharpe Ratio Rank: 23
PFSMX Sortino Ratio Rank: 23
PFSMX Omega Ratio Rank: 24
PFSMX Calmar Ratio Rank: 22
PFSMX Martin Ratio Rank: 29

PFJDX

PFJDX Risk / Return Rank: 37
PFJDX Sharpe Ratio Rank: 36
PFJDX Sortino Ratio Rank: 35
PFJDX Omega Ratio Rank: 36
PFJDX Calmar Ratio Rank: 37
PFJDX Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFSMX vs. PFJDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PFG MFS Aggressive Growth Strategy Fund (PFSMX) and PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX). 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.

	PFSMX	PFJDX	Difference
Sharpe ratio Return per unit of total volatility	0.61	0.80	-0.19
Sortino ratio Return per unit of downside risk	0.94	1.19	-0.25
Omega ratio Gain probability vs. loss probability	1.14	1.17	-0.03
Calmar ratio Return relative to maximum drawdown	0.65	0.98	-0.33
Martin ratio Return relative to average drawdown	3.09	4.23	-1.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PFSMX vs. PFJDX - Sharpe Ratio Comparison

The current PFSMX Sharpe Ratio is 0.61, which is comparable to the PFJDX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of PFSMX and PFJDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PFSMX	PFJDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	0.80	-0.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	0.31	+0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.36	+0.05

Correlation

The correlation between PFSMX and PFJDX is 0.95, 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

PFSMX vs. PFJDX - Dividend Comparison

PFSMX's dividend yield for the trailing twelve months is around 9.89%, more than PFJDX's 6.23% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
PFSMX PFG MFS Aggressive Growth Strategy Fund	9.89%	9.52%	17.36%	3.15%	20.83%	20.75%	3.02%	1.39%	1.72%	0.80%
PFJDX PFG JP Morgan Tactical Moderate Strategy Fund	6.23%	5.96%	1.19%	0.52%	8.75%	6.40%	0.35%	0.45%	0.04%	0.00%

Drawdowns

PFSMX vs. PFJDX - Drawdown Comparison

The maximum PFSMX drawdown since its inception was -38.00%, which is greater than PFJDX's maximum drawdown of -25.97%. Use the drawdown chart below to compare losses from any high point for PFSMX and PFJDX.

Drawdown Indicators

	PFSMX	PFJDX	Difference
Max Drawdown Largest peak-to-trough decline	-38.00%	-25.97%	-12.03%
Max Drawdown (1Y) Largest decline over 1 year	-11.61%	-8.05%	-3.56%
Max Drawdown (5Y) Largest decline over 5 years	-38.00%	-25.97%	-12.03%
Current Drawdown Current decline from peak	-8.16%	-7.17%	-0.99%
Average Drawdown Average peak-to-trough decline	-10.91%	-6.85%	-4.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	1.87%	+0.57%

Volatility

PFSMX vs. PFJDX - Volatility Comparison

PFG MFS Aggressive Growth Strategy Fund (PFSMX) has a higher volatility of 4.02% compared to PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) at 3.64%. This indicates that PFSMX's price experiences larger fluctuations and is considered to be riskier than PFJDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PFSMX	PFJDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.02%	3.64%	+0.38%
Volatility (6M) Calculated over the trailing 6-month period	8.03%	6.39%	+1.64%
Volatility (1Y) Calculated over the trailing 1-year period	15.00%	11.17%	+3.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.41%	12.09%	+7.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.49%	12.72%	+6.77%