Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLDSX (PACIFIC FUNDS SHORT DURATION INCOME ADVISOR CLASS) | 0.39% | 3.63% | 5.26% | 2.96% | 2.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDSX (PACIFIC FUNDS SHORT DURATION INCOME ADVISOR CLASS) | 07/02/2012 | 06/04/2026 |
| 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 | 3.63 | 5.26 | 2.96 | 2.90 | NA | NA | … | … | 0.39 | 5.81 | 5.33 | 6.71 | -2.95 | 0.17 | 4.03 | 5.74 | 0.86 | 2.63 | 2.62 | 0.93 | 0.98 | 2.65 | 3.41 |
| Sharpe Ratio | NA | 1.11 | 1.32 | 0.28 | 0.74 | NA | NA | … | … | -0.53 | 1.96 | 0.97 | 1.40 | -2.13 | 0.18 | 1.12 | 3.74 | -0.55 | 2.12 | 2.25 | 0.66 | 0.84 | 1.80 | 7.66 |
| Standard Deviation(%) | NA | 1.41 | 1.68 | 1.79 | 1.77 | NA | NA | … | … | 1.57 | 1.50 | 1.77 | 2.21 | 2.06 | 0.81 | 3.36 | 1.14 | 0.96 | 0.93 | 1.07 | 1.36 | 1.15 | 1.45 | 0.91 |
| Draw Down(%) | NA | 0.97 | 0.97 | 5.06 | 7.78 | NA | NA | … | … | 0.97 | 0.78 | 0.73 | 0.94 | 4.64 | 0.63 | 7.78 | 0.48 | 0.51 | 0.30 | 0.70 | 1.38 | 1.45 | 2.48 | 0.19 |
| Yield(%) | 0.00 | 3.97 | 4.53 | 3.57 | 2.95 | 2.58 | 1.94 | … | … | 1.36 | 4.52 | 4.93 | 4.03 | 2.04 | 2.33 | 1.96 | 2.73 | 2.59 | 2.22 | 1.73 | 2.01 | 2.14 | 2.23 | 1.83 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PLDSX (PACIFIC FUNDS SHORT DURATION INCOME ADVISOR CLASS) |
0.00%
Oct 2019 – Oct 2022 |
1.23%
Oct 2017 – Oct 2022 |
1.66%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDSX (PACIFIC FUNDS SHORT DURATION INCOME ADVISOR CLASS) |
6.19%
Oct 2022 – Oct 2025 |
3.58%
Mar 2020 – Mar 2025 |
3.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart