Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFLSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INVESTOR) | NA | 2.09% | 0.58% | 0.38% | NA | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 01/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFLSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INVESTOR) | 01/08/2009 | 02/05/2018 |
| 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 | 2.09 | 0.58 | 0.38 | NA | NA | NA | … | … | -0.41 | 3.30 | 1.35 | -1.38 | 1.53 | -3.45 | 7.32 | 4.22 | 5.87 | -2.05 |
| Sharpe Ratio | NA | 0.86 | 0.12 | 0.09 | NA | NA | NA | … | … | -2.14 | 1.44 | 0.53 | -0.57 | 1.28 | -1.18 | 2.80 | 1.39 | 2.05 | -0.43 |
| Standard Deviation(%) | NA | 1.89 | 2.15 | 2.04 | NA | NA | NA | … | … | 2.44 | 1.86 | 2.14 | 2.45 | 1.18 | 2.95 | 2.61 | 3.01 | 2.82 | 5.13 |
| Draw Down(%) | NA | 0.97 | 2.83 | 4.91 | NA | NA | NA | … | … | 0.54 | 0.97 | 2.63 | 3.01 | 0.99 | 4.91 | 1.04 | 1.66 | 3.06 | 5.14 |
| Yield(%) | 0.13 | 2.75 | 1.95 | 1.69 | 1.73 | 1.16 | 0.87 | … | … | 0.13 | 2.63 | 1.58 | 1.69 | 1.11 | 1.74 | 3.17 | 2.06 | 3.11 | 0.00 |
Data as of 02/05/2018, 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 |
|---|---|---|---|---|
| PFLSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INVESTOR) |
-1.12%
Dec 2012 – Dec 2015 |
0.24%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFLSX (PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND PACIFIC FINANCIAL STRATEGIC CONSERVATIVE FUND CLASS INVESTOR) |
5.79%
Dec 2009 – Dec 2012 |
3.43%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart