Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFWDX (PACIFIC FUNDS SMALL-CAP GROWTH ADVISOR CLASS) | NA | 0.44% | 4.95% | NA | NA | NA | NA | … | … |
Data as of 08/11/2020, Common starting date is 01/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFWDX (PACIFIC FUNDS SMALL-CAP GROWTH ADVISOR CLASS) | 01/12/2016 | 08/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.44 | 4.95 | NA | NA | NA | NA | … | … | -6.76 | 16.75 | -14.13 | 18.44 | 17.86 |
| Sharpe Ratio | NA | -0.04 | 0.14 | NA | NA | NA | NA | … | … | -0.23 | 0.89 | -0.70 | 1.43 | 0.99 |
| Standard Deviation(%) | NA | 39.94 | 27.46 | NA | NA | NA | NA | … | … | 49.63 | 17.28 | 21.99 | 12.55 | 18.31 |
| Draw Down(%) | NA | 44.01 | 45.78 | NA | NA | NA | NA | … | … | 44.01 | 11.41 | 31.67 | 7.24 | 10.12 |
| Yield(%) | 0.00 | 0.00 | 4.25 | 3.49 | 1.75 | 1.16 | 0.87 | … | … | 0.00 | 0.00 | 7.59 | 4.43 | 2.20 |
Data as of 08/11/2020, 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 |
|---|---|---|---|---|
| PFWDX (PACIFIC FUNDS SMALL-CAP GROWTH ADVISOR CLASS) |
-4.75%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| PFWDX (PACIFIC FUNDS SMALL-CAP GROWTH ADVISOR CLASS) |
15.60%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart