Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PFVRX (PACIFIC FUNDS LARGE-CAP VALUE INVESTOR CLASS) NA -3.24% 11.12% 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
PFVRX (PACIFIC FUNDS LARGE-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 -3.24 11.12 NA NA NA NA 0.00 1.48 15.28 16.50
Sharpe Ratio NA -0.41 1.03 NA NA NA NA 0.00 0.01 2.02 1.38
Standard Deviation(%) NA 11.31 10.08 NA NA NA NA NA 11.53 7.27 12.09
Draw Down(%) NA 8.90 10.25 NA NA NA NA 0.00 10.25 5.06 5.42
Yield(%) 0.00 0.00 2.29 1.37 0.68 0.46 0.34 0.00 0.00 3.73 2.54
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
PFVRX (PACIFIC FUNDS LARGE-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
PFVRX (PACIFIC FUNDS LARGE-CAP VALUE INVESTOR CLASS) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return