Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFQRX (PACIFIC FUNDS SMALL-CAP VALUE INVESTOR CLASS) | NA | 1.96% | 14.46% | NA | NA | NA | NA | … | … |
Data as of 02/01/2019, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFQRX (PACIFIC FUNDS SMALL-CAP VALUE INVESTOR CLASS) | 01/12/2016 | 02/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.96 | 14.46 | NA | NA | NA | NA | … | … | 0.00 | 4.63 | 7.22 | 33.22 |
| Sharpe Ratio | NA | 0.05 | 1.06 | NA | NA | NA | NA | … | … | 0.00 | 0.30 | 0.52 | 2.11 |
| Standard Deviation(%) | NA | 10.80 | 12.95 | NA | NA | NA | NA | … | … | NA | 11.14 | 12.63 | 16.12 |
| Draw Down(%) | NA | 7.32 | 8.87 | NA | NA | NA | NA | … | … | 0.00 | 8.87 | 7.56 | 7.44 |
| Yield(%) | 0.00 | 0.00 | 4.20 | 2.51 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 0.00 | 8.50 | 1.30 |
Data as of 02/01/2019, 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 |
|---|---|---|---|---|
| PFQRX (PACIFIC FUNDS SMALL-CAP VALUE INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFQRX (PACIFIC FUNDS SMALL-CAP VALUE INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart