Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLHIX (PACIFIC FUNDS HIGH INCOME CLASS I) | 0.96% | 5.78% | 7.89% | 3.86% | 5.29% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLHIX (PACIFIC FUNDS HIGH INCOME CLASS I) | 12/22/2011 | 06/03/2026 |
| 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 (%) | -0.54 | 5.78 | 7.89 | 3.86 | 5.29 | NA | NA | … | … | 0.96 | 7.32 | 7.51 | 12.51 | -10.23 | 5.50 | 5.88 | 14.85 | -4.23 | 7.44 | 14.53 | -5.51 | 0.14 | 7.74 | 16.50 | 0.40 |
| Sharpe Ratio | NA | 1.35 | 1.48 | 0.30 | 0.67 | NA | NA | … | … | 0.12 | 1.36 | 1.39 | 1.76 | -1.51 | 2.32 | 0.46 | 4.47 | -1.69 | 2.71 | 2.62 | -1.17 | 0.03 | 2.05 | 4.34 | NA |
| Standard Deviation(%) | NA | 2.68 | 3.45 | 4.76 | 5.49 | NA | NA | … | … | 3.33 | 3.28 | 2.79 | 5.06 | 7.77 | 2.36 | 12.14 | 2.99 | 3.33 | 2.51 | 5.47 | 4.73 | 3.89 | 3.76 | 3.82 | NA |
| Draw Down(%) | NA | 2.22 | 3.98 | 15.23 | 22.83 | NA | NA | … | … | 2.22 | 3.98 | 1.63 | 4.26 | 15.16 | 1.74 | 22.83 | 1.31 | 6.72 | 2.03 | 5.59 | 10.57 | 7.77 | 6.20 | 3.77 | NA |
| Yield(%) | 0.00 | 6.11 | 6.82 | 5.53 | 5.75 | 5.65 | 4.24 | … | … | 2.13 | 6.75 | 6.97 | 6.77 | 4.88 | 4.90 | 5.20 | 5.66 | 4.97 | 5.75 | 5.77 | 4.31 | 6.67 | 6.95 | 8.37 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHIX (PACIFIC FUNDS HIGH INCOME CLASS I) |
-0.93%
Sep 2019 – Sep 2022 |
1.10%
Sep 2017 – Sep 2022 |
3.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHIX (PACIFIC FUNDS HIGH INCOME CLASS I) |
10.76%
Sep 2022 – Sep 2025 |
7.98%
Feb 2016 – Feb 2021 |
6.13%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart