Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PFCDX (PACIFIC FUNDS LARGE-CAP ADVISOR CLASS) NA 11.49% 9.37% NA NA NA NA
Data as of 08/11/2020, Common starting date is 01/12/2016
More Performance Analytics Comparison
Name Start Date End Date
PFCDX (PACIFIC FUNDS LARGE-CAP ADVISOR CLASS) 01/12/2016 08/11/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 11.49 9.37 NA NA NA NA -38.07 27.03 -11.10 21.36 15.58
Sharpe Ratio NA -0.55 -0.21 NA NA NA NA -0.75 2.03 -0.70 2.89 1.24
Standard Deviation(%) NA 57.28 35.21 NA NA NA NA 72.72 12.74 17.79 7.20 12.67
Draw Down(%) NA 40.62 40.62 NA NA NA NA 40.62 7.09 22.62 2.58 6.09
Yield(%) 0.00 42.59 17.89 13.76 6.88 4.59 3.44 36.70 1.64 4.91 1.58 1.00
Data as of 08/11/2020, 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
PFCDX (PACIFIC FUNDS LARGE-CAP ADVISOR CLASS) 3.08%
Mar 2017 – Mar 2020
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
PFCDX (PACIFIC FUNDS LARGE-CAP ADVISOR CLASS) 13.46%
Feb 2016 – Feb 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return