F00000J3NG Performance & Returns | PF Large-Cap Value P

PF Large-Cap Value P (F00000J3NG)

12.05

+0.21 (+1.77%) USD | Aug 12 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

PF Large-Cap Value P

16.24%

31.79%

11.80%

-2.98%

12.86%

14.00%

-9.27%

28.86%

5.26%

26.14%

-5.12%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-9.34%

Goldman Sachs Large Cap Value P

19.62%

33.20%

12.73%

-4.30%

11.69%

9.73%

-8.55%

25.99%

4.28%

24.03%

-4.33%

Rydex Dow Jones Industrial Average® H

14.92%

26.17%

-5.15%

23.16%

7.49%

19.10%

-7.36%

JNL/JPMorgan U.S. Value A

13.66%

28.29%

7.30%

-4.67%

15.68%

8.11%

-9.03%

22.97%

-3.78%

27.36%

-1.64%

UBS US Dividend Ruler P

23.30%

-5.55%

As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

PF Large-Cap Value P

11.16%

6.35%

-3.29%

-1.59%

11.70%

9.67%

10.81%

7.34%

8.39%

7.15%

S&P 500 Total Return

12.23%

9.38%

-2.35%

-2.61%

15.98%

13.90%

13.98%

9.68%

10.25%

10.20%

Goldman Sachs Large Cap Value P

10.40%

5.41%

-1.72%

0.47%

11.32%

8.52%

10.27%

6.33%

8.19%

6.84%

Rydex Dow Jones Industrial Average® H

9.00%

6.38%

-2.96%

-5.08%

9.41%

9.46%

10.52%

JNL/JPMorgan U.S. Value A

10.07%

6.70%

-0.80%

1.84%

10.58%

6.97%

8.63%

5.41%

5.18%

UBS US Dividend Ruler P

9.86%

7.04%

-0.08%

0.46%

15.14%

As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022