Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INSTITUTIONAL) | NA | 2.63% | 1.19% | 1.05% | 1.31% | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE 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 (%) | -0.44 | 2.63 | 1.19 | 1.05 | 1.31 | NA | NA | … | … | -0.34 | 3.77 | 1.94 | -0.59 | 2.27 | -2.78 | 7.99 | 5.22 | 6.21 | -1.72 | -6.26 | -0.90 |
| Sharpe Ratio | NA | 1.05 | 0.40 | 0.42 | 0.33 | NA | NA | … | … | -1.51 | 1.61 | 0.82 | -0.26 | 1.67 | -0.97 | 2.93 | 1.68 | 2.17 | -0.35 | -1.13 | -1.23 |
| Standard Deviation(%) | NA | 2.05 | 2.17 | 2.05 | 3.38 | NA | NA | … | … | 2.96 | 1.95 | 2.12 | 2.35 | 1.35 | 2.89 | 2.73 | 3.10 | 2.82 | 5.12 | 6.32 | 3.65 |
| Draw Down(%) | NA | 0.97 | 2.40 | 4.73 | 12.00 | NA | NA | … | … | 0.54 | 0.97 | 2.40 | 2.34 | 0.66 | 4.73 | 1.04 | 1.55 | 2.95 | 4.93 | 9.79 | 2.75 |
| Yield(%) | 0.53 | 3.71 | 2.70 | 2.43 | 2.16 | 1.45 | 1.09 | … | … | 0.53 | 3.20 | 2.06 | 2.58 | 1.95 | 2.41 | 3.81 | 3.04 | 3.57 | 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 |
|---|---|---|---|---|
| PFGSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INSTITUTIONAL) |
-1.20%
Sep 2007 – Sep 2010 |
0.89%
Dec 2012 – Dec 2017 |
1.24%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INSTITUTIONAL) |
6.47%
Dec 2009 – Dec 2012 |
4.10%
Jun 2009 – Jun 2014 |
1.52%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart