Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFVIX (PACIFIC FUNDS LARGE-CAP VALUE CLASS S) | NA | -19.88% | -4.98% | 2.41% | 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 |
|---|---|---|
| PFVIX (PACIFIC FUNDS LARGE-CAP VALUE CLASS S) | 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 | -19.88 | -4.98 | 2.41 | NA | NA | NA | … | … | -28.55 | 1.08 | 14.10 | -15.46 | 15.65 | 16.94 |
| Sharpe Ratio | NA | -0.37 | -0.18 | 0.06 | NA | NA | NA | … | … | -0.87 | 0.02 | 0.89 | -1.00 | 2.08 | 1.41 |
| Standard Deviation(%) | NA | 53.41 | 32.87 | 26.26 | NA | NA | NA | … | … | 101.63 | 35.96 | 14.43 | 16.72 | 7.24 | 12.18 |
| Draw Down(%) | NA | 33.28 | 37.07 | 37.07 | NA | NA | NA | … | … | 33.28 | 37.07 | 8.94 | 23.68 | 5.00 | 5.41 |
| Yield(%) | 0.00 | 1.63 | 6.37 | 6.05 | 3.07 | 2.05 | 1.54 | … | … | 0.00 | 1.48 | 12.01 | 7.23 | 4.02 | 1.87 |
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 |
|---|---|---|---|---|
| PFVIX (PACIFIC FUNDS LARGE-CAP VALUE CLASS S) |
-5.26%
Feb 2018 – Feb 2021 |
3.00%
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 |
|---|---|---|---|---|
| PFVIX (PACIFIC FUNDS LARGE-CAP VALUE CLASS S) |
11.33%
Feb 2016 – Feb 2019 |
3.00%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart