Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFDX (PACIFIC FUNDS FLOATING RATE INCOME ADVISOR CLASS) | 0.74% | 5.36% | 8.09% | 6.04% | 5.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFDX (PACIFIC FUNDS FLOATING RATE 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 (%) | -0.11 | 5.36 | 8.09 | 6.04 | 5.16 | NA | NA | … | … | 0.74 | 6.47 | 8.42 | 13.83 | -0.81 | 4.69 | 1.49 | 8.27 | 0.37 | 4.28 | 8.43 | 0.81 | 0.30 | 6.21 | 5.05 |
| Sharpe Ratio | NA | 1.42 | 1.95 | 1.27 | 0.93 | NA | NA | … | … | -0.26 | 1.39 | 1.87 | 3.42 | -0.64 | 3.70 | 0.13 | 3.01 | -0.61 | 4.16 | 6.35 | 0.55 | 0.16 | 5.81 | 11.95 |
| Standard Deviation(%) | NA | 2.45 | 2.66 | 2.77 | 3.78 | NA | NA | … | … | 2.57 | 2.59 | 2.57 | 3.00 | 3.50 | 1.26 | 9.67 | 2.26 | 1.69 | 0.88 | 1.29 | 1.41 | 1.72 | 1.06 | 0.88 |
| Draw Down(%) | NA | 1.73 | 2.07 | 5.70 | 18.71 | NA | NA | … | … | 1.73 | 2.07 | 0.73 | 1.50 | 5.70 | 0.41 | 18.71 | 1.00 | 3.98 | 0.39 | 0.93 | 2.43 | 3.23 | 1.14 | 0.10 |
| Yield(%) | 0.00 | 6.37 | 7.84 | 6.65 | 5.50 | 4.79 | 3.60 | … | … | 2.19 | 7.03 | 8.37 | 9.19 | 5.25 | 3.87 | 3.89 | 5.24 | 4.79 | 4.40 | 3.95 | 4.31 | 4.62 | 3.98 | 3.33 |
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 |
|---|---|---|---|---|
| PLFDX (PACIFIC FUNDS FLOATING RATE INCOME ADVISOR CLASS) |
0.07%
Mar 2017 – Mar 2020 |
1.82%
Mar 2015 – Mar 2020 |
3.29%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFDX (PACIFIC FUNDS FLOATING RATE INCOME ADVISOR CLASS) |
9.92%
Sep 2022 – Sep 2025 |
7.79%
Mar 2020 – Mar 2025 |
5.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart