Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFJIX (PACIFIC FUNDS SMALL-CAP CLASS S) | NA | 2.18% | 10.73% | 1.48% | 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 |
|---|---|---|
| PFJIX (PACIFIC FUNDS SMALL-CAP CLASS S) | 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 | 2.18 | 10.73 | 1.48 | NA | NA | NA | … | … | 2.76 | -21.50 | 20.37 | 9.84 | 18.70 | -17.08 | 15.47 | 27.05 |
| Sharpe Ratio | NA | -0.04 | 0.39 | 0.01 | NA | NA | NA | … | … | 0.14 | -0.81 | 0.89 | 0.22 | 1.12 | -0.98 | 1.25 | 1.67 |
| Standard Deviation(%) | NA | 24.32 | 24.83 | 27.35 | NA | NA | NA | … | … | 17.91 | 28.51 | 22.78 | 42.92 | 15.54 | 18.70 | 11.96 | 16.55 |
| Draw Down(%) | NA | 17.51 | 32.87 | 45.27 | NA | NA | NA | … | … | 12.08 | 29.67 | 11.62 | 43.88 | 10.08 | 29.27 | 5.89 | 8.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.13 | 2.02 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 5.44 | 1.99 | 10.12 |
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 |
|---|---|---|---|---|
| PFJIX (PACIFIC FUNDS SMALL-CAP CLASS S) |
-7.56%
Mar 2017 – Mar 2020 |
0.80%
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 |
|---|---|---|---|---|
| PFJIX (PACIFIC FUNDS SMALL-CAP CLASS S) |
17.06%
Mar 2020 – Mar 2023 |
13.66%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart