Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLDLX (PACIFIC FUNDS DIVERSIFIED ALTERNATIVES ADVISOR CLASS) | NA | 2.52% | 1.56% | 2.19% | NA | NA | NA | … | … |
Data as of 01/29/2020, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDLX (PACIFIC FUNDS DIVERSIFIED ALTERNATIVES ADVISOR CLASS) | 01/03/2014 | 01/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.52 | 1.56 | 2.19 | NA | NA | NA | … | … | 0.00 | 4.82 | -6.44 | 7.09 | 5.49 | 0.92 | 2.34 |
| Sharpe Ratio | NA | 0.41 | 0.14 | 0.41 | NA | NA | NA | … | … | 0.00 | 1.14 | -2.16 | 2.79 | 1.36 | 0.15 | 0.63 |
| Standard Deviation(%) | NA | 2.83 | 3.01 | 3.56 | NA | NA | NA | … | … | NA | 2.98 | 3.60 | 2.32 | 3.87 | 5.87 | 3.74 |
| Draw Down(%) | NA | 1.67 | 9.64 | 9.64 | NA | NA | NA | … | … | 0.00 | 1.67 | 9.64 | 1.21 | 3.55 | 5.02 | 5.54 |
| Yield(%) | 0.00 | 0.05 | 1.37 | 2.92 | 1.77 | 1.18 | 0.89 | … | … | 0.00 | 0.05 | 1.26 | 2.75 | 6.76 | 4.23 | 3.14 |
Data as of 01/29/2020, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDLX (PACIFIC FUNDS DIVERSIFIED ALTERNATIVES ADVISOR CLASS) |
1.62%
Sep 2016 – Sep 2019 |
1.79%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDLX (PACIFIC FUNDS DIVERSIFIED ALTERNATIVES ADVISOR CLASS) |
5.03%
Jan 2015 – Jan 2018 |
2.63%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart