Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INSTITUTIONAL) | NA | 12.81% | 7.45% | 11.22% | 5.26% | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INSTITUTIONAL) | 07/05/2007 | 02/23/2018 |
| 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 (%) | 0.00 | 12.81 | 7.45 | 11.22 | 5.26 | NA | NA | … | … | 0.63 | 16.84 | 11.67 | -3.85 | 8.18 | 24.90 | 17.49 | -6.28 | 11.54 | 24.23 | -38.96 | -4.00 |
| Sharpe Ratio | NA | 0.74 | 0.48 | 0.76 | 0.25 | NA | NA | … | … | 0.09 | 2.20 | 0.87 | -0.25 | 0.64 | 2.14 | 1.37 | -0.25 | 0.59 | 0.95 | -1.02 | -0.58 |
| Standard Deviation(%) | NA | 16.29 | 14.77 | 13.98 | 20.66 | NA | NA | … | … | 38.96 | 7.40 | 13.18 | 15.62 | 12.74 | 11.63 | 12.82 | 25.19 | 19.55 | 25.30 | 39.04 | 18.33 |
| Draw Down(%) | NA | 13.56 | 17.71 | 17.71 | 52.45 | NA | NA | … | … | 13.56 | 3.24 | 11.69 | 12.77 | 9.18 | 5.81 | 9.84 | 24.97 | 19.16 | 24.50 | 49.06 | 10.04 |
| Yield(%) | 0.00 | 27.94 | 11.29 | 11.96 | 6.03 | 3.67 | 2.75 | … | … | 10.31 | 19.07 | 2.00 | 2.82 | 7.03 | 13.28 | 4.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/23/2018, 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 |
|---|---|---|---|---|
| PFGQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INSTITUTIONAL) |
-11.60%
Aug 2007 – Aug 2010 |
-3.60%
Oct 2007 – Oct 2012 |
3.67%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INSTITUTIONAL) |
19.60%
Feb 2009 – Feb 2012 |
18.84%
Feb 2009 – Feb 2014 |
5.73%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart