Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLBCX (PACIFIC FUNDS FLOATING RATE INCOME CLASS C) | 0.18% | 4.28% | 7.01% | 4.96% | 4.03% | 3.81% | 2.85% | … | … |
Data as of 06/05/2026, Common starting date is 03/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLBCX (PACIFIC FUNDS FLOATING RATE INCOME CLASS C) | 03/12/2003 | 06/05/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.28 | 7.01 | 4.96 | 4.03 | 3.81 | 2.85 | … | … | 0.18 | 5.52 | 7.32 | 12.76 | -1.92 | 3.72 | 0.54 | 7.21 | -0.55 | 2.29 | 7.45 | -0.31 | -0.68 | 5.16 | 9.78 | -6.83 |
| Sharpe Ratio | NA | 1.02 | 1.66 | 0.96 | 0.65 | NA | NA | … | … | -0.75 | 1.12 | 1.62 | 3.14 | -1.01 | 3.46 | 0.03 | 2.75 | -1.23 | 1.49 | 5.96 | -0.28 | -0.40 | 4.99 | 7.93 | NA |
| Standard Deviation(%) | NA | 2.24 | 2.45 | 2.59 | 3.68 | NA | NA | … | … | 2.41 | 2.37 | 2.29 | 2.92 | 3.31 | 1.07 | 9.61 | 2.09 | 1.58 | 1.10 | 1.21 | 1.23 | 1.73 | 1.03 | 1.24 | 0.00 |
| Draw Down(%) | NA | 1.84 | 2.16 | 6.01 | 18.85 | NA | NA | … | … | 1.84 | 2.16 | 0.74 | 1.61 | 6.01 | 0.31 | 18.85 | 1.00 | 4.13 | 1.18 | 1.01 | 3.01 | 3.58 | 1.21 | 1.33 | 6.83 |
| Yield(%) | 0.00 | 5.46 | 6.85 | 5.70 | 4.57 | 4.17 | 3.13 | … | … | 1.86 | 6.04 | 7.35 | 8.21 | 4.31 | 2.95 | 2.84 | 4.32 | 3.89 | 3.47 | 3.00 | 3.32 | 3.66 | 3.06 | 4.93 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBCX (PACIFIC FUNDS FLOATING RATE INCOME CLASS C) |
-1.21%
Mar 2017 – Mar 2020 |
0.65%
Mar 2015 – Mar 2020 |
2.18%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLBCX (PACIFIC FUNDS FLOATING RATE INCOME CLASS C) |
8.84%
Sep 2022 – Sep 2025 |
6.75%
Mar 2020 – Mar 2025 |
4.36%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart