Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFDAX (PACIFIC FUNDS SMALL/MID-CAP CLASS A) | NA | 111.47% | 41.98% | 18.80% | 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 |
|---|---|---|
| PFDAX (PACIFIC FUNDS SMALL/MID-CAP CLASS A) | 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 | 111.47 | 41.98 | 18.80 | NA | NA | NA | … | … | 2.90 | 67.76 | 12.16 | 9.21 | 22.54 | -14.65 | 16.78 | 22.34 |
| Sharpe Ratio | NA | 1.37 | 0.83 | 0.41 | NA | NA | NA | … | … | 0.17 | 0.83 | 0.55 | 0.22 | 1.50 | -0.92 | 1.49 | 1.51 |
| Standard Deviation(%) | NA | 78.98 | 49.52 | 42.70 | NA | NA | NA | … | … | 17.78 | 80.38 | 21.89 | 41.55 | 14.24 | 17.43 | 10.85 | 15.08 |
| Draw Down(%) | NA | 18.05 | 31.27 | 43.20 | NA | NA | NA | … | … | 12.18 | 28.22 | 16.12 | 43.20 | 7.68 | 27.12 | 5.06 | 7.95 |
| Yield(%) | 0.00 | 34.43 | 17.89 | 9.17 | 6.77 | 4.51 | 3.38 | … | … | 0.00 | 27.93 | 7.18 | 0.00 | 0.30 | 2.62 | 0.12 | 0.31 |
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 |
|---|---|---|---|---|
| PFDAX (PACIFIC FUNDS SMALL/MID-CAP CLASS A) |
-6.27%
Mar 2017 – Mar 2020 |
1.55%
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 |
|---|---|---|---|---|
| PFDAX (PACIFIC FUNDS SMALL/MID-CAP CLASS A) |
49.32%
Mar 2020 – Mar 2023 |
20.79%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart