Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFTLX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INVESTOR CLASS) | NA | 1.12% | 0.04% | 0.12% | NA | NA | NA | … | … |
Data as of 02/23/2018, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFTLX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INVESTOR CLASS) | 01/09/2009 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.12 | 0.04 | 0.12 | NA | NA | NA | … | … | -1.20 | 3.34 | 0.23 | -1.65 | -0.22 | -0.21 | 6.29 | -2.30 | 1.84 | 2.67 |
| Sharpe Ratio | NA | 0.02 | -0.03 | -0.01 | NA | NA | NA | … | … | -0.19 | 2.50 | 0.01 | -1.39 | -0.19 | -0.11 | 3.07 | -1.36 | 0.75 | 0.59 |
| Standard Deviation(%) | NA | 18.00 | 10.44 | 8.13 | NA | NA | NA | … | … | 47.46 | 1.09 | 1.67 | 1.21 | 1.21 | 2.34 | 2.04 | 1.71 | 2.35 | 4.50 |
| Draw Down(%) | NA | 12.38 | 12.38 | 12.38 | NA | NA | NA | … | … | 12.38 | 0.42 | 1.50 | 2.99 | 2.03 | 2.81 | 0.64 | 3.51 | 2.79 | 3.96 |
| Yield(%) | 0.00 | 13.44 | 4.98 | 3.32 | 2.12 | 1.42 | 1.06 | … | … | 12.89 | 0.31 | 0.98 | 0.96 | 0.82 | 1.03 | 1.48 | 0.30 | 2.15 | 0.00 |
Data as of 02/23/2018, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFTLX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INVESTOR CLASS) |
-1.14%
Apr 2013 – Apr 2016 |
0.02%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFTLX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INVESTOR CLASS) |
2.26%
Mar 2012 – Mar 2015 |
2.09%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart