Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLAX (PACIFIC FUNDS LARGE-CAP CLASS A) | NA | 11.19% | 9.07% | 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 |
|---|---|---|
| PFLAX (PACIFIC FUNDS LARGE-CAP CLASS A) | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.19 | 9.07 | NA | NA | NA | NA | … | … | -38.30 | 26.57 | -11.09 | 19.33 | 14.25 | -75.00 | -44.99 | -12.99 | 1.92 | -14.33 | -46.40 | 109.73 | -5.55 | -21.22 | 78.00 | -33.82 | 0.89 | -6.39 | 67.44 |
| Sharpe Ratio | NA | -0.95 | -0.87 | -0.56 | -0.57 | NA | NA | … | … | -0.99 | 0.26 | -1.83 | 0.01 | -1.61 | -0.85 | -0.94 | -0.32 | -0.24 | -0.57 | -0.76 | 1.94 | -0.28 | -0.53 | 0.53 | -0.66 | -0.24 | -0.40 | 0.58 |
| Standard Deviation(%) | NA | 57.48 | 35.39 | 74.12 | 88.14 | NA | NA | … | … | 72.98 | 12.64 | 17.82 | 7.23 | 12.75 | 110.55 | 68.27 | 97.91 | 68.46 | 58.04 | 86.88 | 45.42 | 99.27 | 79.91 | 109.61 | 80.21 | 79.23 | 70.80 | 77.98 |
| Draw Down(%) | NA | 40.82 | 40.82 | 79.45 | 98.85 | NA | NA | … | … | 40.82 | 7.07 | 22.73 | 2.59 | 6.09 | 83.06 | 56.73 | 33.47 | 31.07 | 42.24 | 67.95 | 20.90 | 66.41 | 47.60 | 32.80 | 37.54 | 28.00 | 46.62 | 58.99 |
| Yield(%) | 0.00 | 42.48 | 17.74 | 13.59 | 6.79 | 4.53 | 3.40 | … | … | 36.74 | 1.37 | 4.71 | 1.71 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| PFLAX (PACIFIC FUNDS LARGE-CAP CLASS A) |
2.79%
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 |
|---|---|---|---|---|
| PFLAX (PACIFIC FUNDS LARGE-CAP CLASS A) |
13.16%
Apr 2016 – Apr 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart