Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFHCX (PACIFIC FUNDS SMALL-CAP VALUE CLASS C) | NA | 25.96% | 26.48% | 6.68% | 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 |
|---|---|---|
| PFHCX (PACIFIC FUNDS SMALL-CAP VALUE CLASS C) | 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 | 25.96 | 26.48 | 6.68 | NA | NA | NA | … | … | 0.48 | -12.38 | 31.14 | -3.18 | 22.39 | -30.08 | 6.45 | 32.43 |
| Sharpe Ratio | NA | -0.03 | 0.69 | 0.04 | NA | NA | NA | … | … | -0.20 | -0.56 | 1.33 | -0.07 | 1.44 | -1.34 | 0.47 | 2.06 |
| Standard Deviation(%) | NA | 22.33 | 24.77 | 27.59 | NA | NA | NA | … | … | 17.78 | 24.73 | 23.45 | 46.24 | 14.74 | 23.50 | 12.57 | 16.11 |
| Draw Down(%) | NA | 17.77 | 25.75 | 48.93 | NA | NA | NA | … | … | 12.97 | 25.55 | 11.36 | 47.01 | 8.37 | 37.67 | 7.93 | 7.45 |
| Yield(%) | 0.00 | 4.08 | 3.00 | 3.76 | 3.65 | 2.43 | 1.83 | … | … | 0.63 | 2.96 | 1.84 | 0.00 | 0.00 | 13.81 | 8.27 | 0.74 |
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 |
|---|---|---|---|---|
| PFHCX (PACIFIC FUNDS SMALL-CAP VALUE CLASS C) |
-12.24%
Mar 2017 – Mar 2020 |
0.34%
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 |
|---|---|---|---|---|
| PFHCX (PACIFIC FUNDS SMALL-CAP VALUE CLASS C) |
25.55%
Apr 2020 – Apr 2023 |
9.83%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart