Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFPCX (PACIFIC FUNDS SMALL/MID-CAP CLASS C) | NA | 131.83% | 45.71% | 20.29% | 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 |
|---|---|---|
| PFPCX (PACIFIC FUNDS SMALL/MID-CAP CLASS C) | 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 | 131.83 | 45.71 | 20.29 | NA | NA | NA | … | … | 2.79 | 83.69 | 10.98 | 8.37 | 21.99 | -15.33 | 15.94 | 21.37 |
| Sharpe Ratio | NA | 1.46 | 0.82 | 0.41 | NA | NA | NA | … | … | 0.15 | 0.92 | 0.50 | 0.19 | 1.46 | -0.96 | 1.44 | 1.45 |
| Standard Deviation(%) | NA | 88.46 | 54.57 | 46.29 | NA | NA | NA | … | … | 17.69 | 89.73 | 21.96 | 41.72 | 14.21 | 17.45 | 10.68 | 15.01 |
| Draw Down(%) | NA | 18.26 | 31.71 | 43.32 | NA | NA | NA | … | … | 12.26 | 28.58 | 16.38 | 43.29 | 7.65 | 27.32 | 5.20 | 7.89 |
| Yield(%) | 0.00 | 36.13 | 18.46 | 9.29 | 6.73 | 4.49 | 3.37 | … | … | 0.00 | 29.25 | 7.44 | 0.00 | 0.00 | 2.66 | 0.12 | 0.31 |
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 |
|---|---|---|---|---|
| PFPCX (PACIFIC FUNDS SMALL/MID-CAP CLASS C) |
-6.94%
Mar 2017 – Mar 2020 |
0.81%
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 |
|---|---|---|---|---|
| PFPCX (PACIFIC FUNDS SMALL/MID-CAP CLASS C) |
53.19%
Mar 2020 – Mar 2023 |
22.26%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart