Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFMAX (PACIFIC FUNDS SMALL-CAP GROWTH CLASS A) | NA | 13.60% | -8.06% | 0.01% | 0.94% | NA | NA | 9.26% |
Data as of 11/09/2010, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFMAX (PACIFIC FUNDS SMALL-CAP GROWTH CLASS A) | 06/21/1996 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.60 | -8.06 | 0.01 | 0.94 | NA | NA | 9.26 | 9.85 | 25.20 | -44.65 | 21.56 | 4.00 | 12.72 | 18.25 | 30.56 | -20.33 | -19.68 | 27.13 | 12.54 | 7.45 | 92.63 | 8.86 |
| Sharpe Ratio | NA | 0.65 | -0.27 | -0.06 | -0.03 | NA | NA | 0.17 | 0.53 | 0.95 | -1.10 | 1.05 | 0.05 | 0.81 | 1.23 | 1.78 | -0.95 | -1.29 | 0.78 | 0.56 | 0.21 | 0.90 | 1.11 |
| Standard Deviation(%) | NA | 20.84 | 31.46 | 26.47 | 22.66 | NA | NA | 23.26 | 21.72 | 26.45 | 41.40 | 17.75 | 14.75 | 13.07 | 14.07 | 16.82 | 22.46 | 17.31 | 29.76 | 16.76 | 19.92 | 41.36 | 12.64 |
| Draw Down(%) | NA | 16.84 | 56.50 | 56.65 | 56.65 | NA | NA | 56.65 | 16.84 | 19.26 | 55.59 | 11.94 | 15.25 | 9.31 | 13.14 | 10.74 | 26.40 | 30.60 | 21.92 | 14.54 | 28.15 | 7.75 | 10.03 |
| Yield(%) | 0.00 | 0.00 | 3.46 | 4.64 | 4.68 | 10.20 | 7.65 | 10.92 | 0.00 | 0.00 | 0.00 | 12.35 | 10.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 34.95 | 0.25 | 4.82 | 8.21 | 0.00 |
Data as of 11/09/2010, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMAX (PACIFIC FUNDS SMALL-CAP GROWTH CLASS A) |
-15.68%
Feb 2006 - Feb 2009 |
-4.56%
Feb 2004 - Feb 2009 |
-0.31%
Aug 2000 - Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMAX (PACIFIC FUNDS SMALL-CAP GROWTH CLASS A) |
32.56%
Dec 1996 - Dec 1999 |
23.23%
Jul 1996 - Jul 2001 |
14.21%
Jul 1996 - Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart