Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLADX (PACIFIC FUNDS SHORT DURATION INCOME CLASS A) | 0.31% | 3.59% | 5.01% | 2.71% | 2.64% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLADX (PACIFIC FUNDS SHORT DURATION INCOME CLASS A) | 07/02/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 3.59 | 5.01 | 2.71 | 2.64 | NA | NA | … | … | 0.31 | 5.42 | 5.18 | 6.35 | -3.09 | -0.07 | 3.67 | 5.51 | 0.60 | 2.38 | 2.38 | 0.67 | 0.71 | 2.42 | 2.96 |
| Sharpe Ratio | NA | 0.98 | 1.14 | 0.14 | 0.60 | NA | NA | … | … | -0.49 | 1.76 | 0.85 | 1.20 | -2.16 | -0.12 | 1.02 | 3.59 | -0.91 | 1.93 | 2.08 | 0.49 | 0.60 | 1.61 | 6.18 |
| Standard Deviation(%) | NA | 1.43 | 1.74 | 1.82 | 1.78 | NA | NA | … | … | 1.56 | 1.45 | 1.82 | 2.26 | 2.10 | 0.81 | 3.34 | 1.12 | 0.86 | 0.89 | 1.04 | 1.31 | 1.17 | 1.48 | 0.98 |
| Draw Down(%) | NA | 1.07 | 1.07 | 5.29 | 7.79 | NA | NA | … | … | 1.07 | 0.78 | 0.67 | 1.06 | 4.82 | 0.65 | 7.79 | 0.48 | 0.55 | 0.32 | 0.72 | 1.65 | 1.53 | 2.61 | 0.19 |
| Yield(%) | 0.00 | 3.75 | 4.28 | 3.34 | 2.71 | 2.33 | 1.75 | … | … | 1.28 | 4.24 | 4.67 | 3.79 | 1.81 | 2.08 | 1.70 | 2.50 | 2.34 | 1.97 | 1.49 | 1.75 | 1.87 | 2.01 | 1.39 |
Data as of 06/03/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLADX (PACIFIC FUNDS SHORT DURATION INCOME CLASS A) |
-0.24%
Oct 2019 – Oct 2022 |
0.97%
Oct 2017 – Oct 2022 |
1.41%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLADX (PACIFIC FUNDS SHORT DURATION INCOME CLASS A) |
5.93%
Oct 2022 – Oct 2025 |
3.32%
Mar 2020 – Mar 2025 |
2.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart