Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INSTITUTIONAL) | NA | 19.90% | 8.93% | 12.24% | 5.34% | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER 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 (%) | -20.94 | 19.90 | 8.93 | 12.24 | 5.34 | NA | NA | … | … | 2.68 | 19.28 | 7.58 | -2.00 | 9.28 | 30.66 | 11.09 | -8.90 | 9.79 | 19.05 | -37.13 | 0.20 |
| Sharpe Ratio | NA | 0.60 | 0.40 | 0.65 | 0.26 | NA | NA | … | … | 0.31 | 2.53 | 0.58 | -0.13 | 0.68 | 2.71 | 0.96 | -0.35 | 0.49 | 1.00 | -1.51 | -0.12 |
| Standard Deviation(%) | NA | 31.25 | 21.36 | 18.49 | 19.62 | NA | NA | … | … | 100.61 | 7.41 | 12.56 | 16.10 | 13.65 | 11.31 | 11.62 | 25.52 | 19.68 | 19.04 | 25.12 | 18.63 |
| Draw Down(%) | NA | 20.94 | 20.94 | 20.94 | 41.05 | NA | NA | … | … | 20.94 | 3.03 | 11.16 | 13.26 | 8.66 | 6.62 | 7.25 | 27.66 | 20.92 | 10.61 | 44.28 | 11.15 |
| Yield(%) | 21.08 | 39.65 | 15.07 | 13.95 | 6.70 | 4.08 | 3.06 | … | … | 22.44 | 17.49 | 0.00 | 4.33 | 5.60 | 7.69 | 1.72 | 0.00 | 3.33 | 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 |
|---|---|---|---|---|
| PFGPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INSTITUTIONAL) |
-10.54%
Aug 2007 – Aug 2010 |
-5.03%
Oct 2007 – Oct 2012 |
3.30%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INSTITUTIONAL) |
18.63%
Sep 2011 – Sep 2014 |
13.70%
Mar 2009 – Mar 2014 |
4.96%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart