Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFVCX (PACIFIC FUNDS LARGE-CAP VALUE CLASS C) | NA | -20.69% | -5.98% | 1.32% | NA | NA | NA | … | … |
Data as of 03/02/2021, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFVCX (PACIFIC FUNDS LARGE-CAP VALUE CLASS C) | 01/12/2016 | 03/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.28 | -20.69 | -5.98 | 1.32 | NA | NA | NA | … | … | -28.66 | 0.99 | 13.98 | -14.86 | 14.30 | 15.66 |
| Sharpe Ratio | NA | -0.39 | -0.21 | 0.02 | NA | NA | NA | … | … | -0.87 | 0.02 | 0.89 | -0.97 | 1.90 | 1.31 |
| Standard Deviation(%) | NA | 53.50 | 32.91 | 26.29 | NA | NA | NA | … | … | 101.59 | 36.08 | 14.32 | 16.77 | 7.24 | 12.12 |
| Draw Down(%) | NA | 33.28 | 37.19 | 37.19 | NA | NA | NA | … | … | 33.28 | 37.19 | 9.02 | 24.47 | 5.30 | 5.44 |
| Yield(%) | 0.00 | 0.57 | 5.23 | 4.77 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 0.52 | 10.78 | 5.78 | 3.03 | 0.92 |
Data as of 03/02/2021, 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 |
|---|---|---|---|---|
| PFVCX (PACIFIC FUNDS LARGE-CAP VALUE CLASS C) |
-6.25%
Feb 2018 – Feb 2021 |
1.91%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFVCX (PACIFIC FUNDS LARGE-CAP VALUE CLASS C) |
10.18%
Feb 2016 – Feb 2019 |
1.91%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart