PFSMX vs. PFSEX
Compare and contrast key facts about PFG MFS Aggressive Growth Strategy Fund (PFSMX) and PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX).
PFSMX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017. PFSEX is managed by The Pacific Financial Group. It was launched on Dec 10, 2017.
Performance
PFSMX vs. PFSEX - Performance Comparison
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PFSMX vs. PFSEX - 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% | -13.59% |
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund | -6.26% | 17.66% | 15.07% | 19.04% | -17.22% | 17.81% | 11.91% | 22.25% | -15.09% |
Returns By Period
In the year-to-date period, PFSMX achieves a -3.74% return, which is significantly higher than PFSEX's -6.26% return.
PFSMX
- 1D
- -0.22%
- 1M
- -7.98%
- YTD
- -3.74%
- 6M
- -3.23%
- 1Y
- 9.09%
- 3Y*
- 12.76%
- 5Y*
- 6.94%
- 10Y*
- —
PFSEX
- 1D
- -0.30%
- 1M
- -9.04%
- YTD
- -6.26%
- 6M
- -4.38%
- 1Y
- 13.04%
- 3Y*
- 12.52%
- 5Y*
- 6.62%
- 10Y*
- —
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PFSMX vs. PFSEX - Expense Ratio Comparison
Both PFSMX and PFSEX have an expense ratio of 2.05%.
Return for Risk
PFSMX vs. PFSEX — Risk / Return Rank
PFSMX
PFSEX
PFSMX vs. PFSEX - 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 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.
| PFSMX | PFSEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.78 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.21 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.96 | -0.31 |
Martin ratioReturn relative to average drawdown | 3.09 | 4.33 | -1.24 |
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
| PFSMX | PFSEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.78 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.41 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.40 | +0.01 |
Correlation
The correlation between PFSMX and PFSEX 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
PFSMX vs. PFSEX - Dividend Comparison
PFSMX's dividend yield for the trailing twelve months is around 9.89%, less than PFSEX's 18.52% 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% |
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund | 18.52% | 17.36% | 1.71% | 0.00% | 6.35% | 5.13% | 0.00% | 0.00% | 3.27% | 0.00% |
Drawdowns
PFSMX vs. PFSEX - Drawdown Comparison
The maximum PFSMX drawdown since its inception was -38.00%, which is greater than PFSEX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for PFSMX and PFSEX.
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Drawdown Indicators
| PFSMX | PFSEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -33.76% | -4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.61% | -11.60% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -28.41% | -9.59% |
Current DrawdownCurrent decline from peak | -8.16% | -9.85% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -10.91% | -7.04% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.58% | -0.14% |
Volatility
PFSMX vs. PFSEX - Volatility Comparison
The current volatility for PFG MFS Aggressive Growth Strategy Fund (PFSMX) is 4.02%, while PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) has a volatility of 4.97%. This indicates that PFSMX experiences smaller price fluctuations and is considered to be less risky than PFSEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFSMX | PFSEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.97% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 9.34% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 16.96% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.41% | 16.17% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 18.53% | +0.96% |