Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFMDX (PACIFIC FUNDS SMALL/MID-CAP ADVISOR CLASS) | NA | 108.13% | 41.49% | 18.68% | NA | NA | NA | … | … |
Data as of 05/18/2023, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFMDX (PACIFIC FUNDS SMALL/MID-CAP ADVISOR CLASS) | 01/12/2016 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 108.13 | 41.49 | 18.68 | NA | NA | NA | … | … | 3.07 | 65.04 | 12.56 | 9.08 | 22.58 | -14.43 | 17.13 | 22.40 |
| Sharpe Ratio | NA | 1.36 | 0.83 | 0.42 | NA | NA | NA | … | … | 0.19 | 0.81 | 0.57 | 0.21 | 1.50 | -0.90 | 1.53 | 1.51 |
| Standard Deviation(%) | NA | 77.30 | 48.64 | 42.09 | NA | NA | NA | … | … | 17.80 | 78.73 | 21.88 | 41.58 | 14.26 | 17.43 | 10.83 | 15.05 |
| Draw Down(%) | NA | 18.00 | 31.13 | 43.13 | NA | NA | NA | … | … | 12.16 | 28.09 | 16.05 | 43.13 | 7.62 | 27.03 | 5.05 | 7.86 |
| Yield(%) | 0.00 | 34.09 | 17.92 | 9.26 | 6.86 | 4.57 | 3.43 | … | … | 0.00 | 27.70 | 7.14 | 0.38 | 0.52 | 2.63 | 0.12 | 0.37 |
Data as of 05/18/2023, Common starting date is 01/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMDX (PACIFIC FUNDS SMALL/MID-CAP ADVISOR CLASS) |
-6.05%
Mar 2017 – Mar 2020 |
1.81%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFMDX (PACIFIC FUNDS SMALL/MID-CAP ADVISOR CLASS) |
48.85%
Mar 2020 – Mar 2023 |
20.65%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart