Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFEAX (PACIFIC FUNDS SMALL-CAP VALUE CLASS A) | NA | 28.23% | 27.82% | 7.70% | 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 |
|---|---|---|
| PFEAX (PACIFIC FUNDS SMALL-CAP VALUE 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 | 28.23 | 27.82 | 7.70 | NA | NA | NA | … | … | 0.78 | -11.82 | 32.26 | -3.12 | 22.40 | -29.56 | 7.30 | 33.29 |
| Sharpe Ratio | NA | 0.01 | 0.72 | 0.07 | NA | NA | NA | … | … | -0.16 | -0.54 | 1.37 | -0.07 | 1.43 | -1.33 | 0.53 | 2.12 |
| Standard Deviation(%) | NA | 22.30 | 24.77 | 27.61 | NA | NA | NA | … | … | 17.70 | 24.71 | 23.47 | 46.32 | 14.83 | 23.26 | 12.61 | 16.06 |
| Draw Down(%) | NA | 17.67 | 25.33 | 48.28 | NA | NA | NA | … | … | 12.87 | 25.19 | 11.36 | 46.85 | 8.12 | 37.31 | 7.56 | 7.34 |
| Yield(%) | 0.00 | 4.16 | 3.27 | 4.00 | 3.92 | 2.62 | 1.96 | … | … | 0.82 | 2.88 | 1.81 | 0.45 | 0.89 | 13.93 | 8.51 | 1.25 |
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 |
|---|---|---|---|---|
| PFEAX (PACIFIC FUNDS SMALL-CAP VALUE CLASS A) |
-11.58%
Mar 2017 – Mar 2020 |
1.06%
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 |
|---|---|---|---|---|
| PFEAX (PACIFIC FUNDS SMALL-CAP VALUE CLASS A) |
26.90%
Apr 2020 – Apr 2023 |
10.63%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart