Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFLX (PACIFIC FUNDS FLOATING RATE INCOME CLASS A) | 0.54% | 5.12% | 7.83% | 5.75% | 4.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFLX (PACIFIC FUNDS FLOATING RATE INCOME CLASS A) | 01/03/2012 | 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 | 5.12 | 7.83 | 5.75 | 4.78 | NA | NA | … | … | 0.54 | 6.31 | 8.02 | 13.71 | -1.19 | 4.44 | 1.28 | 7.91 | 0.11 | 3.00 | 8.19 | 0.57 | 0.05 | 5.88 | 10.32 |
| Sharpe Ratio | NA | 1.27 | 1.86 | 1.19 | 0.84 | NA | NA | … | … | -0.33 | 1.36 | 1.77 | 3.41 | -0.76 | 3.65 | 0.11 | 2.99 | -0.77 | 2.02 | 6.61 | 0.43 | 0.02 | 5.48 | 8.38 |
| Standard Deviation(%) | NA | 2.52 | 2.64 | 2.74 | 3.75 | NA | NA | … | … | 2.75 | 2.54 | 2.48 | 2.97 | 3.45 | 1.21 | 9.63 | 2.15 | 1.66 | 1.17 | 1.21 | 1.27 | 1.73 | 1.07 | 1.24 |
| Draw Down(%) | NA | 1.73 | 2.10 | 5.76 | 18.80 | NA | NA | … | … | 1.73 | 2.10 | 0.84 | 1.50 | 5.76 | 0.31 | 18.80 | 0.90 | 4.03 | 1.12 | 0.95 | 2.57 | 3.30 | 1.19 | 1.18 |
| Yield(%) | 0.00 | 6.15 | 7.59 | 6.41 | 5.27 | 4.85 | 3.64 | … | … | 2.10 | 6.78 | 8.10 | 8.96 | 5.02 | 3.64 | 3.53 | 5.10 | 4.55 | 4.17 | 3.70 | 4.09 | 4.39 | 3.76 | 5.56 |
Data as of 06/04/2026, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFLX (PACIFIC FUNDS FLOATING RATE INCOME CLASS A) |
-0.53%
Mar 2017 – Mar 2020 |
1.36%
Mar 2015 – Mar 2020 |
2.93%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFLX (PACIFIC FUNDS FLOATING RATE INCOME CLASS A) |
9.61%
Sep 2022 – Sep 2025 |
7.52%
Mar 2020 – Mar 2025 |
5.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart