Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFKAX (PACIFIC FUNDS SMALL-CAP CLASS A) | NA | 1.82% | 10.34% | 1.13% | 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 |
|---|---|---|
| PFKAX (PACIFIC FUNDS SMALL-CAP CLASS A) | 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 | 1.82 | 10.34 | 1.13 | NA | NA | NA | … | … | 2.55 | -21.74 | 14.81 | 9.39 | 18.70 | -16.92 | 15.09 | 27.00 |
| Sharpe Ratio | NA | -0.05 | 0.37 | 0.00 | NA | NA | NA | … | … | 0.11 | -0.81 | 0.64 | 0.21 | 1.13 | -0.98 | 1.22 | 1.67 |
| Standard Deviation(%) | NA | 24.34 | 24.86 | 27.37 | NA | NA | NA | … | … | 17.97 | 28.52 | 23.07 | 43.02 | 15.46 | 18.53 | 11.91 | 16.44 |
| Draw Down(%) | NA | 17.49 | 33.06 | 45.52 | NA | NA | NA | … | … | 12.09 | 29.77 | 15.48 | 43.92 | 10.09 | 29.04 | 5.89 | 8.20 |
| Yield(%) | 0.00 | 0.00 | 2.43 | 2.08 | 1.90 | 1.26 | 0.95 | … | … | 0.00 | 0.00 | 5.31 | 0.00 | 0.17 | 4.96 | 1.95 | 1.14 |
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 |
|---|---|---|---|---|
| PFKAX (PACIFIC FUNDS SMALL-CAP CLASS A) |
-7.87%
Mar 2017 – Mar 2020 |
0.45%
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 |
|---|---|---|---|---|
| PFKAX (PACIFIC FUNDS SMALL-CAP CLASS A) |
16.68%
Mar 2020 – Mar 2023 |
13.31%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart