Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFFDX (PACIFIC FUNDS SMALL-CAP VALUE ADVISOR CLASS) | NA | 25.89% | 27.24% | 7.52% | 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 |
|---|---|---|
| PFFDX (PACIFIC FUNDS SMALL-CAP VALUE ADVISOR CLASS) | 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 | 25.89 | 27.24 | 7.52 | NA | NA | NA | … | … | 0.91 | -17.47 | 32.44 | -3.01 | 22.39 | -29.49 | 7.59 | 33.71 |
| Sharpe Ratio | NA | -0.14 | 0.68 | 0.06 | NA | NA | NA | … | … | -0.14 | -0.77 | 1.38 | -0.07 | 1.43 | -1.33 | 0.55 | 2.13 |
| Standard Deviation(%) | NA | 21.95 | 24.64 | 27.55 | NA | NA | NA | … | … | 17.76 | 24.55 | 23.50 | 46.33 | 14.78 | 23.16 | 12.64 | 16.15 |
| Draw Down(%) | NA | 17.57 | 25.09 | 48.05 | NA | NA | NA | … | … | 12.88 | 24.98 | 11.27 | 46.83 | 8.16 | 37.15 | 7.43 | 7.42 |
| Yield(%) | 0.00 | 4.20 | 3.47 | 4.13 | 4.05 | 2.70 | 2.02 | … | … | 0.88 | 2.87 | 1.96 | 0.69 | 1.14 | 14.05 | 8.78 | 0.99 |
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 |
|---|---|---|---|---|
| PFFDX (PACIFIC FUNDS SMALL-CAP VALUE ADVISOR CLASS) |
-11.39%
Mar 2017 – Mar 2020 |
1.33%
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 |
|---|---|---|---|---|
| PFFDX (PACIFIC FUNDS SMALL-CAP VALUE ADVISOR CLASS) |
26.33%
Apr 2020 – Apr 2023 |
10.93%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart