Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFQDX (PACIFIC FUNDS SMALL-CAP ADVISOR CLASS) | NA | 2.09% | 10.61% | 1.40% | 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 |
|---|---|---|
| PFQDX (PACIFIC FUNDS SMALL-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 | 2.09 | 10.61 | 1.40 | NA | NA | NA | … | … | 2.72 | -21.59 | 15.17 | 9.71 | 18.77 | -16.70 | 15.44 | 27.16 |
| Sharpe Ratio | NA | -0.04 | 0.38 | 0.01 | NA | NA | NA | … | … | 0.14 | -0.81 | 0.66 | 0.22 | 1.13 | -0.97 | 1.24 | 1.68 |
| Standard Deviation(%) | NA | 24.28 | 24.81 | 27.28 | NA | NA | NA | … | … | 17.98 | 28.51 | 23.05 | 42.74 | 15.47 | 18.50 | 11.97 | 16.47 |
| Draw Down(%) | NA | 17.50 | 32.93 | 45.28 | NA | NA | NA | … | … | 12.08 | 29.66 | 15.38 | 43.87 | 10.01 | 28.95 | 5.91 | 8.29 |
| Yield(%) | 0.00 | 0.00 | 2.42 | 2.12 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 0.00 | 5.22 | 0.08 | 0.39 | 5.00 | 1.91 | 0.10 |
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 |
|---|---|---|---|---|
| PFQDX (PACIFIC FUNDS SMALL-CAP ADVISOR CLASS) |
-7.62%
Mar 2017 – Mar 2020 |
0.73%
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 |
|---|---|---|---|---|
| PFQDX (PACIFIC FUNDS SMALL-CAP ADVISOR CLASS) |
16.94%
Mar 2020 – Mar 2023 |
13.63%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart