Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFKIX (PACIFIC FUNDS LARGE-CAP CLASS S) | NA | 11.59% | 9.47% | NA | NA | NA | NA | … | … |
Data as of 08/11/2020, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFKIX (PACIFIC FUNDS LARGE-CAP CLASS S) | 01/12/2016 | 08/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.59 | 9.47 | NA | NA | NA | NA | … | … | -39.20 | 26.91 | -11.15 | 21.37 | 15.59 |
| Sharpe Ratio | NA | -0.56 | -0.22 | NA | NA | NA | NA | … | … | -0.75 | 2.02 | -0.70 | 2.93 | 1.25 |
| Standard Deviation(%) | NA | 58.84 | 36.06 | NA | NA | NA | NA | … | … | 74.73 | 12.74 | 17.85 | 7.12 | 12.67 |
| Draw Down(%) | NA | 41.71 | 41.71 | NA | NA | NA | NA | … | … | 41.71 | 7.08 | 22.71 | 2.60 | 6.09 |
| Yield(%) | 0.00 | 44.01 | 18.68 | 14.43 | 7.21 | 4.81 | 3.61 | … | … | 37.88 | 1.78 | 5.11 | 2.87 | 1.89 |
Data as of 08/11/2020, 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 |
|---|---|---|---|---|
| PFKIX (PACIFIC FUNDS LARGE-CAP CLASS S) |
3.14%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| PFKIX (PACIFIC FUNDS LARGE-CAP CLASS S) |
13.55%
Apr 2016 – Apr 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart