Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INVESTOR) | NA | 9.86% | 10.24% | 8.15% | NA | NA | NA | … | … |
Data as of 09/04/2018, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INVESTOR) | 01/09/2009 | 09/04/2018 |
| 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 | 9.86 | 10.24 | 8.15 | NA | NA | NA | … | … | 1.10 | 15.67 | 10.91 | -4.62 | 7.39 | 24.55 | 16.08 | -6.97 | 10.76 | 26.31 |
| Sharpe Ratio | NA | 0.49 | 0.71 | 0.57 | NA | NA | NA | … | … | 0.02 | 2.04 | 0.79 | -0.30 | 0.58 | 2.11 | 1.28 | -0.28 | 0.55 | 1.07 |
| Standard Deviation(%) | NA | 15.94 | 13.69 | 13.59 | NA | NA | NA | … | … | 19.02 | 7.39 | 13.57 | 15.66 | 12.67 | 11.62 | 12.63 | 25.16 | 19.48 | 25.19 |
| Draw Down(%) | NA | 13.76 | 14.73 | 18.17 | NA | NA | NA | … | … | 13.76 | 3.32 | 11.74 | 12.94 | 9.19 | 5.96 | 9.81 | 25.23 | 19.28 | 20.56 |
| Yield(%) | 0.00 | 28.34 | 12.70 | 10.72 | 9.28 | 6.19 | 4.64 | … | … | 11.03 | 19.60 | 2.08 | 2.91 | 6.74 | 13.01 | 4.24 | 0.00 | 0.00 | 0.00 |
Data as of 09/04/2018, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INVESTOR) |
3.26%
Oct 2013 – Oct 2016 |
4.16%
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 |
|---|---|---|---|---|
| PFLQX (PACIFIC FINANCIAL CORE EQUITY FUND PACIFIC FINANCIAL CORE EQUITY FUND CLASS INVESTOR) |
18.82%
Feb 2009 – Feb 2012 |
18.01%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart