Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFOIX (PACIFIC FUNDS SMALL/MID-CAP CLASS S) | NA | 1.01% | 11.25% | 2.77% | 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 |
|---|---|---|
| PFOIX (PACIFIC FUNDS SMALL/MID-CAP CLASS S) | 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 | 1.01 | 11.25 | 2.77 | NA | NA | NA | … | … | 3.09 | -19.89 | 19.61 | 9.22 | 22.65 | -14.47 | 17.21 | 22.46 |
| Sharpe Ratio | NA | -0.09 | 0.42 | 0.06 | NA | NA | NA | … | … | 0.20 | -0.76 | 0.92 | 0.21 | 1.50 | -0.91 | 1.55 | 1.52 |
| Standard Deviation(%) | NA | 23.98 | 23.96 | 26.38 | NA | NA | NA | … | … | 17.73 | 27.98 | 21.26 | 41.70 | 14.27 | 17.39 | 10.78 | 15.03 |
| Draw Down(%) | NA | 18.00 | 31.09 | 43.10 | NA | NA | NA | … | … | 12.12 | 28.05 | 10.86 | 43.10 | 7.62 | 27.05 | 5.05 | 7.95 |
| Yield(%) | 0.00 | 32.01 | 14.66 | 7.70 | 5.73 | 3.82 | 2.86 | … | … | 0.00 | 26.01 | 0.00 | 0.40 | 0.57 | 2.64 | 0.12 | 0.44 |
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 |
|---|---|---|---|---|
| PFOIX (PACIFIC FUNDS SMALL/MID-CAP CLASS S) |
-6.00%
Mar 2017 – Mar 2020 |
1.90%
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 |
|---|---|---|---|---|
| PFOIX (PACIFIC FUNDS SMALL/MID-CAP CLASS S) |
17.40%
Dec 2018 – Dec 2021 |
13.90%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart