Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFAAX (PACIFIC FUNDS LARGE-CAP VALUE CLASS A) | NA | -19.99% | -5.21% | 2.10% | NA | NA | NA | … | … |
Data as of 03/02/2021, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFAAX (PACIFIC FUNDS LARGE-CAP VALUE CLASS A) | 01/12/2016 | 03/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.14 | -19.99 | -5.21 | 2.10 | NA | NA | NA | … | … | -28.42 | 0.98 | 14.13 | -15.03 | 15.08 | 16.60 |
| Sharpe Ratio | NA | -0.38 | -0.19 | 0.05 | NA | NA | NA | … | … | -0.87 | 0.02 | 0.90 | -0.98 | 2.00 | 1.39 |
| Standard Deviation(%) | NA | 53.30 | 32.80 | 26.21 | NA | NA | NA | … | … | 101.14 | 36.01 | 14.32 | 16.70 | 7.25 | 12.14 |
| Draw Down(%) | NA | 33.14 | 37.14 | 37.14 | NA | NA | NA | … | … | 33.14 | 37.14 | 8.92 | 23.91 | 5.09 | 5.52 |
| Yield(%) | 0.00 | 1.34 | 5.97 | 5.56 | 2.83 | 1.88 | 1.41 | … | … | 0.00 | 1.22 | 11.57 | 6.63 | 3.67 | 1.31 |
Data as of 03/02/2021, Common starting date is 01/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFAAX (PACIFIC FUNDS LARGE-CAP VALUE CLASS A) |
-5.49%
Feb 2018 – Feb 2021 |
2.71%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFAAX (PACIFIC FUNDS LARGE-CAP VALUE CLASS A) |
11.02%
Feb 2016 – Feb 2019 |
2.71%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart