Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGIX (PACIFIC FINANCIAL INTERNATIONAL FUND PACIFIC FINANCIAL INTERNATIONAL FUND CLASS INSTITUTIONAL) | NA | 26.90% | 6.81% | 7.44% | -1.87% | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGIX (PACIFIC FINANCIAL INTERNATIONAL FUND PACIFIC FINANCIAL INTERNATIONAL FUND CLASS INSTITUTIONAL) | 07/05/2007 | 02/05/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.71 | 26.90 | 6.81 | 7.44 | -1.87 | NA | NA | … | … | 6.12 | 24.29 | -2.38 | -3.70 | -2.74 | 24.20 | 5.10 | -30.74 | 18.13 | 3.95 | -46.69 | -0.40 |
| Sharpe Ratio | NA | 2.81 | 0.53 | 0.62 | -0.11 | NA | NA | … | … | 4.35 | 3.31 | -0.19 | -0.27 | -0.26 | 2.19 | 0.43 | -1.15 | 0.85 | 0.15 | -1.34 | -0.12 |
| Standard Deviation(%) | NA | 9.15 | 12.13 | 11.68 | 19.53 | NA | NA | … | … | 19.64 | 7.18 | 13.32 | 13.79 | 10.54 | 11.02 | 11.86 | 26.74 | 21.26 | 25.20 | 35.38 | 30.09 |
| Draw Down(%) | NA | 3.71 | 20.36 | 20.36 | 59.92 | NA | NA | … | … | 3.71 | 2.57 | 11.33 | 15.76 | 11.50 | 10.13 | 14.78 | 34.45 | 14.06 | 27.10 | 50.40 | 15.20 |
| Yield(%) | 4.34 | 18.59 | 5.95 | 4.35 | 1.26 | 0.72 | 0.54 | … | … | 4.58 | 14.24 | 0.00 | 0.00 | 0.00 | 0.97 | 0.00 | 0.09 | 0.02 | 0.00 | 0.00 | 0.00 |
Data as of 02/05/2018, Common starting date is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGIX (PACIFIC FINANCIAL INTERNATIONAL FUND PACIFIC FINANCIAL INTERNATIONAL FUND CLASS INSTITUTIONAL) |
-17.51%
Oct 2007 – Oct 2010 |
-16.67%
Oct 2007 – Oct 2012 |
-5.31%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGIX (PACIFIC FINANCIAL INTERNATIONAL FUND PACIFIC FINANCIAL INTERNATIONAL FUND CLASS INSTITUTIONAL) |
11.06%
May 2012 – May 2015 |
8.32%
Mar 2009 – Mar 2014 |
-2.35%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart