Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIRX (PACIFIC FUNDS SMALL/MID-CAP INVESTOR CLASS) | NA | 1.08% | 14.46% | NA | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIRX (PACIFIC FUNDS SMALL/MID-CAP INVESTOR CLASS) | 01/12/2016 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.08 | 14.46 | NA | NA | NA | NA | … | … | 0.00 | 5.42 | 16.72 | 22.12 |
| Sharpe Ratio | NA | -0.03 | 1.14 | NA | NA | NA | NA | … | … | 0.00 | 0.36 | 1.51 | 1.49 |
| Standard Deviation(%) | NA | 10.90 | 12.05 | NA | NA | NA | NA | … | … | NA | 11.31 | 10.71 | 15.08 |
| Draw Down(%) | NA | 7.94 | 9.19 | NA | NA | NA | NA | … | … | 0.00 | 9.19 | 5.15 | 7.87 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.09 | 0.05 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.12 | 0.31 |
Data as of 02/01/2019, 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 |
|---|---|---|---|---|
| PFIRX (PACIFIC FUNDS SMALL/MID-CAP INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIRX (PACIFIC FUNDS SMALL/MID-CAP INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart