Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLEDX (Pacific Funds ESG Core Bond Advisor) | -0.36% | 4.16% | 4.23% | 0.38% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLEDX (Pacific Funds ESG Core Bond Advisor) | 12/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 4.16 | 4.23 | 0.38 | NA | NA | NA | … | … | -0.36 | 7.09 | 1.94 | 6.98 | -12.47 | -1.75 | 0.45 |
| Sharpe Ratio | NA | 0.73 | 0.30 | -0.35 | NA | NA | NA | … | … | -0.33 | 0.99 | -0.34 | 0.50 | -1.92 | -0.55 | 10.54 |
| Standard Deviation(%) | NA | 3.89 | 5.05 | 5.56 | NA | NA | NA | … | … | 4.27 | 4.28 | 4.98 | 6.68 | 7.27 | 3.21 | 1.43 |
| Draw Down(%) | NA | 2.80 | 5.78 | 18.03 | NA | NA | NA | … | … | 2.80 | 2.51 | 3.59 | 6.28 | 16.58 | 3.45 | 0.10 |
| Yield(%) | 0.00 | 4.03 | 3.65 | 2.58 | 1.31 | 0.87 | 0.66 | … | … | 1.35 | 4.17 | 3.42 | 3.13 | 1.72 | 1.04 | 0.05 |
Data as of 06/05/2026, Common starting date is 12/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLEDX (Pacific Funds ESG Core Bond Advisor) |
-2.79%
Apr 2021 – Apr 2024 |
0.28%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLEDX (Pacific Funds ESG Core Bond Advisor) |
6.35%
Oct 2022 – Oct 2025 |
0.84%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart