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
PGGCX (Pacific Advisors Government Secs C) NA -6.07% -3.33% -2.25% -0.29% -0.87% NA
Data as of 06/27/2016, Common starting date is 05/12/1998
More Performance Analytics Comparison
Name Start Date End Date
PGGCX (Pacific Advisors Government Secs C) 05/12/1998 06/27/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -3.48 -6.07 -3.33 -2.25 -0.29 -0.87 NA -5.52 -2.63 -1.24 0.00 -1.12 -0.67 1.35 0.34 -6.14 2.38 1.10 -1.51 -1.70 -5.13 -0.10 -7.36 11.53 -8.29 2.94
Sharpe Ratio NA -1.36 -1.07 -0.77 -0.54 NA NA -1.90 -1.07 -0.70 -0.02 -0.67 -0.23 0.65 0.07 -1.45 -0.28 -0.95 -2.08 -1.16 -0.65 -0.40 -1.30 1.01 -2.23 0.12
Standard Deviation(%) NA 4.71 3.16 2.97 3.07 NA NA 5.92 2.48 1.80 1.94 1.77 3.08 1.95 3.48 4.87 2.32 2.34 1.77 2.28 8.95 3.03 7.56 7.41 5.16 11.32
Draw Down(%) NA 6.50 10.06 11.44 15.35 NA NA 5.63 3.54 1.91 2.54 2.75 2.86 1.44 4.92 7.91 1.70 3.05 2.15 3.27 13.55 3.69 8.23 5.00 9.81 9.89
Yield(%) 0.00 0.00 0.00 0.00 0.79 0.67 0.54 0.00 0.00 0.00 0.00 0.00 0.00 0.15 1.09 3.18 2.30 1.34 1.79 1.19 0.00 0.00 0.65 0.00 0.00 0.00
Data as of 06/27/2016, Common starting date is 05/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGGCX (Pacific Advisors Government Secs C) -4.03%
Dec 2000 – Dec 2003
-3.15%
Nov 1998 – Nov 2003
-1.28%
Nov 1998 – Nov 2008
-0.80%
Sep 1998 – Sep 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PGGCX (Pacific Advisors Government Secs C) 2.55%
Mar 2005 – Mar 2008
1.79%
May 2006 – May 2011
0.77%
Jul 2003 – Jul 2013
0.21%
Aug 1999 – Aug 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return