Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLC (Pacific Financial Corp) | 33.18% | 59.61% | 27.62% | 11.09% | 13.37% | 13.50% | 3.87% | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLC (Pacific Financial Corp) | 02/17/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 59.61 | 27.62 | 11.09 | 13.37 | 13.50 | 3.87 | … | … | 33.18 | 7.59 | 22.71 | 5.39 | -0.25 | 25.58 | -23.17 | 16.66 | 12.29 | 7.17 | 44.08 | 9.77 | 6.25 | 38.95 | 23.80 | -12.09 | 16.67 | -42.22 | -49.64 | -15.67 | 10.84 | -0.95 |
| Sharpe Ratio | NA | 2.42 | 1.23 | 0.39 | 0.47 | NA | NA | … | … | 2.85 | 0.36 | 1.01 | 0.05 | -0.11 | 1.17 | -0.60 | 0.66 | 0.48 | 0.31 | 2.16 | 0.47 | 0.27 | 1.06 | 0.47 | -0.26 | 0.36 | -0.66 | -0.88 | -0.77 | 0.35 | -0.11 |
| Standard Deviation(%) | NA | 24.76 | 20.48 | 22.67 | 24.89 | NA | NA | … | … | 36.49 | 13.28 | 18.82 | 33.54 | 15.91 | 22.02 | 38.77 | 22.99 | 22.63 | 21.09 | 20.28 | 20.81 | 23.35 | 36.62 | 50.82 | 46.47 | 46.57 | 64.38 | 57.08 | 24.67 | 21.35 | 32.52 |
| Draw Down(%) | NA | 4.75 | 23.65 | 25.00 | 53.68 | NA | NA | … | … | 4.09 | 20.27 | 14.24 | 25.00 | 14.97 | 14.96 | 53.68 | 9.09 | 15.38 | 12.63 | 4.67 | 9.28 | 10.37 | 14.00 | 22.45 | 47.71 | 22.22 | 51.33 | 60.34 | 24.20 | 9.32 | 20.47 |
| Yield(%) | 0.00 | 5.32 | 6.06 | 4.33 | 6.19 | 8.14 | 2.44 | … | … | 2.35 | 4.50 | 5.09 | 4.95 | 5.76 | 4.19 | 3.00 | 2.76 | 2.91 | 2.53 | 3.29 | 3.34 | 3.28 | 4.12 | 5.00 | 0.00 | 0.00 | 0.00 | 0.37 | 4.48 | 4.69 | 4.31 |
Data as of 06/04/2026, Common starting date is 02/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLC (Pacific Financial Corp) |
-38.94%
Mar 2007 – Mar 2010 |
-24.36%
Sep 2006 – Sep 2011 |
-6.06%
Sep 2006 – Sep 2016 |
-3.19%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLC (Pacific Financial Corp) |
28.72%
May 2023 – May 2026 |
23.65%
Dec 2011 – Dec 2016 |
15.55%
Jul 2011 – Jul 2021 |
13.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart