Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFVDX (PACIFIC FUNDS LARGE-CAP VALUE ADVISOR CLASS) | NA | -19.46% | -4.87% | 2.44% | 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 |
|---|---|---|
| PFVDX (PACIFIC FUNDS LARGE-CAP VALUE ADVISOR CLASS) | 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 (%) | -32.92 | -19.46 | -4.87 | 2.44 | NA | NA | NA | … | … | -28.21 | 1.07 | 14.30 | -15.07 | 15.50 | 16.68 |
| Sharpe Ratio | NA | -0.37 | -0.18 | 0.06 | NA | NA | NA | … | … | -0.87 | 0.02 | 0.91 | -0.98 | 2.07 | 1.39 |
| Standard Deviation(%) | NA | 53.05 | 32.67 | 26.12 | NA | NA | NA | … | … | 100.32 | 36.02 | 14.36 | 16.71 | 7.22 | 12.17 |
| Draw Down(%) | NA | 32.92 | 37.04 | 37.04 | NA | NA | NA | … | … | 32.92 | 37.04 | 8.88 | 23.69 | 5.08 | 5.51 |
| Yield(%) | 0.00 | 1.56 | 6.17 | 5.80 | 2.94 | 1.96 | 1.47 | … | … | 0.00 | 1.42 | 11.79 | 6.83 | 4.01 | 1.30 |
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 |
|---|---|---|---|---|
| PFVDX (PACIFIC FUNDS LARGE-CAP VALUE ADVISOR CLASS) |
-5.14%
Feb 2018 – Feb 2021 |
3.03%
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 |
|---|---|---|---|---|
| PFVDX (PACIFIC FUNDS LARGE-CAP VALUE ADVISOR CLASS) |
11.27%
Feb 2016 – Feb 2019 |
3.03%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart