Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLFRX (PACIFIC FUNDS FLOATING RATE INCOME CLASS I) | 0.77% | 5.46% | 8.18% | 6.11% | 5.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLFRX (PACIFIC FUNDS FLOATING RATE INCOME CLASS I) | 07/19/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.46 | 8.18 | 6.11 | 5.11 | NA | NA | … | … | 0.77 | 6.68 | 8.39 | 13.94 | -0.77 | 4.66 | 1.64 | 8.32 | 0.42 | 3.29 | 8.48 | 0.74 | 0.30 | 6.22 | 10.79 | -2.19 |
| Sharpe Ratio | NA | 1.44 | 1.96 | 1.29 | 0.91 | NA | NA | … | … | -0.23 | 1.43 | 1.89 | 3.40 | -0.63 | 3.58 | 0.14 | 3.04 | -0.57 | 2.32 | 6.63 | 0.57 | 0.17 | 5.88 | 9.00 | -0.80 |
| Standard Deviation(%) | NA | 2.48 | 2.69 | 2.79 | 3.81 | NA | NA | … | … | 2.63 | 2.66 | 2.52 | 3.05 | 3.50 | 1.29 | 9.72 | 2.25 | 1.71 | 1.14 | 1.25 | 1.26 | 1.71 | 1.05 | 1.20 | 5.91 |
| Draw Down(%) | NA | 1.73 | 2.17 | 5.69 | 18.75 | NA | NA | … | … | 1.73 | 2.17 | 0.74 | 1.50 | 5.69 | 0.41 | 18.75 | 1.00 | 3.98 | 0.99 | 0.82 | 2.49 | 3.24 | 1.15 | 1.27 | 7.05 |
| Yield(%) | 0.00 | 6.45 | 7.92 | 6.71 | 5.56 | 5.03 | 3.77 | … | … | 2.22 | 7.12 | 8.44 | 9.28 | 5.30 | 3.96 | 3.96 | 5.28 | 4.85 | 4.44 | 3.99 | 4.35 | 4.63 | 3.99 | 5.69 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRX (PACIFIC FUNDS FLOATING RATE INCOME CLASS I) |
-0.23%
Mar 2017 – Mar 2020 |
1.65%
Mar 2015 – Mar 2020 |
3.21%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLFRX (PACIFIC FUNDS FLOATING RATE INCOME CLASS I) |
10.01%
Sep 2022 – Sep 2025 |
7.86%
Mar 2020 – Mar 2025 |
5.45%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart