Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFACX (PACIFIC FUNDS SMALL-CAP CLASS C) | NA | 1.15% | 9.56% | 0.42% | NA | NA | NA | … | … |
Data as of 05/18/2023, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFACX (PACIFIC FUNDS SMALL-CAP CLASS C) | 01/12/2016 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.15 | 9.56 | 0.42 | NA | NA | NA | … | … | 2.41 | -22.35 | 13.74 | 8.62 | 17.91 | -17.50 | 14.29 | 25.85 |
| Sharpe Ratio | NA | -0.08 | 0.34 | -0.03 | NA | NA | NA | … | … | 0.09 | -0.84 | 0.59 | 0.19 | 1.08 | -1.01 | 1.14 | 1.60 |
| Standard Deviation(%) | NA | 24.25 | 24.80 | 27.31 | NA | NA | NA | … | … | 17.91 | 28.47 | 23.13 | 42.85 | 15.47 | 18.55 | 11.99 | 16.44 |
| Draw Down(%) | NA | 17.61 | 33.55 | 46.10 | NA | NA | NA | … | … | 12.20 | 30.21 | 15.71 | 43.95 | 10.34 | 29.21 | 5.99 | 8.23 |
| Yield(%) | 0.00 | 0.00 | 2.48 | 2.07 | 1.75 | 1.17 | 0.88 | … | … | 0.00 | 0.00 | 5.46 | 0.00 | 0.00 | 5.00 | 1.85 | 0.00 |
Data as of 05/18/2023, 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 |
|---|---|---|---|---|
| PFACX (PACIFIC FUNDS SMALL-CAP CLASS C) |
-8.54%
Mar 2017 – Mar 2020 |
-0.27%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFACX (PACIFIC FUNDS SMALL-CAP CLASS C) |
15.80%
Mar 2020 – Mar 2023 |
12.46%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart