Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFEIX (PACIFIC FUNDS SMALL-CAP VALUE CLASS S) | NA | 20.15% | 25.35% | 6.54% | 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 |
|---|---|---|
| PFEIX (PACIFIC FUNDS SMALL-CAP VALUE CLASS S) | 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 | 20.15 | 25.35 | 6.54 | NA | NA | NA | … | … | 1.10 | -17.44 | 34.24 | -3.32 | 22.35 | -29.57 | 7.59 | 33.68 |
| Sharpe Ratio | NA | -0.13 | 0.68 | 0.06 | NA | NA | NA | … | … | -0.11 | -0.77 | 1.46 | -0.08 | 1.43 | -1.34 | 0.55 | 2.14 |
| Standard Deviation(%) | NA | 21.97 | 24.66 | 27.55 | NA | NA | NA | … | … | 17.71 | 24.58 | 23.49 | 46.31 | 14.82 | 23.12 | 12.62 | 16.11 |
| Draw Down(%) | NA | 17.61 | 25.04 | 48.10 | NA | NA | NA | … | … | 12.87 | 24.91 | 11.26 | 46.91 | 8.20 | 37.15 | 7.37 | 7.33 |
| Yield(%) | 0.00 | 4.25 | 2.84 | 3.94 | 3.94 | 2.63 | 1.97 | … | … | 0.92 | 2.88 | 0.26 | 0.89 | 1.22 | 14.18 | 8.79 | 1.31 |
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 |
|---|---|---|---|---|
| PFEIX (PACIFIC FUNDS SMALL-CAP VALUE CLASS S) |
-11.32%
Mar 2017 – Mar 2020 |
1.36%
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 |
|---|---|---|---|---|
| PFEIX (PACIFIC FUNDS SMALL-CAP VALUE CLASS S) |
24.45%
Apr 2020 – Apr 2023 |
10.93%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart