Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PFLPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INVESTOR) NA 15.81% 7.01% 11.52% NA NA NA
Data as of 02/23/2018, Common starting date is 01/08/2009
More Performance Analytics Comparison
Name Start Date End Date
PFLPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INVESTOR) 01/08/2009 02/23/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 15.81 7.01 11.52 NA NA NA 2.52 18.51 6.78 -2.67 8.42 30.36 9.71 -9.57 5.31 20.06
Sharpe Ratio NA 0.46 0.30 0.58 NA NA NA 0.21 2.44 0.53 -0.17 0.61 2.65 0.84 -0.38 0.26 1.08
Standard Deviation(%) NA 32.79 22.04 18.99 NA NA NA 84.70 7.36 12.42 16.10 13.67 11.43 11.62 25.59 19.99 18.94
Draw Down(%) NA 21.88 21.88 21.88 NA NA NA 21.88 3.08 11.15 13.50 8.74 6.63 7.37 27.88 21.12 8.76
Yield(%) 0.00 40.38 15.04 14.14 9.21 6.14 4.61 23.86 18.29 0.00 4.46 5.71 7.28 1.20 0.00 0.00 0.00
Data as of 02/23/2018, Common starting date is 01/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFLPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INVESTOR) 1.47%
Dec 2009 – Dec 2012
4.03%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFLPX (PACIFIC FINANCIAL EXPLORER FUND PACIFIC FINANCIAL EXPLORER FUND CLASS INVESTOR) 17.71%
Sep 2011 – Sep 2014
12.34%
Mar 2009 – Mar 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return