Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFBRX (PACIFIC FUNDS SMALL-CAP INVESTOR CLASS) | NA | 2.51% | 16.24% | NA | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFBRX (PACIFIC FUNDS SMALL-CAP INVESTOR CLASS) | 01/12/2016 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.51 | 16.24 | NA | NA | NA | NA | … | … | 0.00 | 6.61 | 15.09 | 26.73 |
| Sharpe Ratio | NA | 0.10 | 1.19 | NA | NA | NA | NA | … | … | 0.00 | 0.46 | 1.22 | 1.65 |
| Standard Deviation(%) | NA | 11.04 | 12.96 | NA | NA | NA | NA | … | … | NA | 11.51 | 11.91 | 16.52 |
| Draw Down(%) | NA | 7.68 | 9.02 | NA | NA | NA | NA | … | … | 0.00 | 9.02 | 5.94 | 8.31 |
| Yield(%) | 0.00 | 0.00 | 0.86 | 0.51 | 0.26 | 0.17 | 0.13 | … | … | 0.00 | 0.00 | 1.84 | 0.22 |
Data as of 02/01/2019, 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 |
|---|---|---|---|---|
| PFBRX (PACIFIC FUNDS SMALL-CAP INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFBRX (PACIFIC FUNDS SMALL-CAP INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart