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PFGTX: PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Tactical Allocation |
MyPlanIQ Rating: | (48%) |
Start Date: | 07/03/2007 |
Last Dividend Date: | 01/29/2018 |
12-Mo. Yield | 16.49% |
Expenses | 1.70% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/05/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.2 | 0.4 | 0.9 | 0.7 | -1.6 | 3.8 | 1.0 | -0.9 | 0.6 | -0.1 | 7.2 | -1.1 | 2.5 | 3.4 | -3.2 | -3.4 |
Sharpe Ratio | NA | 0.03 | 0.02 | 0.06 | 0.13 | 0.05 | -0.26 | 2.68 | 0.45 | -0.8 | 0.49 | -0.04 | 2.75 | -0.59 | 1.04 | 0.58 | -0.55 | -1.15 |
Draw Down(%) | NA | 13.5 | 13.5 | 13.5 | 13.5 | 13.5 | 13.5 | 0.6 | 1.4 | 2.5 | 1.6 | 2.7 | 0.9 | 3.0 | 2.7 | 4.0 | 4.5 | 6.2 |
Standard Deviation(%) | NA | 19.6 | 11.4 | 8.8 | 7.1 | 7.1 | 64.6 | 1.2 | 1.6 | 1.2 | 1.2 | 2.8 | 2.6 | 1.8 | 2.3 | 5.7 | 7.4 | 8.2 |
Treynor Ratio | NA | 0.06 | 0.03 | 0.12 | -0.15 | -0.09 | -0.93 | 0.57 | 0.17 | -0.29 | 0.17 | 0.33 | -3.63 | -0.93 | -92.54 | -0.47 | 0.31 | -0.29 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.02 | -0.04 | -0.03 |
Beta | NA | 0.11 | 0.05 | 0.05 | -0.06 | -0.04 | 0.18 | 0.05 | 0.04 | 0.03 | 0.04 | 0.0 | -0.02 | 0.01 | 0.0 | -0.07 | -0.13 | 0.32 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.1 | 0.12 | 0.18 | 0.11 | 0.0 | 0.01 | 0.02 | 0.0 | 0.12 | 0.54 | 0.59 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2007
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See Tactical Allocation Asset Class Trend Rankings |
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