Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFWRX (PACIFIC FUNDS SMALL-CAP GROWTH INVESTOR CLASS) | NA | 4.51% | 15.39% | 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 |
|---|---|---|
| PFWRX (PACIFIC FUNDS SMALL-CAP GROWTH 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 | 4.51 | 15.39 | NA | NA | NA | NA | … | … | 0.00 | 8.90 | 18.17 | 17.47 |
| Sharpe Ratio | NA | 0.25 | 1.03 | NA | NA | NA | NA | … | … | 0.00 | 0.59 | 1.40 | 0.97 |
| Standard Deviation(%) | NA | 12.26 | 14.14 | NA | NA | NA | NA | … | … | NA | 12.84 | 12.55 | 18.25 |
| Draw Down(%) | NA | 7.86 | 9.67 | NA | NA | NA | NA | … | … | 0.00 | 9.03 | 7.20 | 10.12 |
| Yield(%) | 0.00 | 0.00 | 2.58 | 1.52 | 0.76 | 0.51 | 0.38 | … | … | 0.00 | 0.00 | 4.46 | 2.45 |
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 |
|---|---|---|---|---|
| PFWRX (PACIFIC FUNDS SMALL-CAP GROWTH 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 |
|---|---|---|---|---|
| PFWRX (PACIFIC FUNDS SMALL-CAP GROWTH INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart