Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLHYX (PACIFIC FUNDS HIGH INCOME ADVISOR CLASS) | 0.92% | 5.59% | 7.78% | 3.80% | 5.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLHYX (PACIFIC FUNDS HIGH 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 (%) | -0.64 | 5.59 | 7.78 | 3.80 | 5.42 | NA | NA | … | … | 0.92 | 7.20 | 7.38 | 12.68 | -10.29 | 5.55 | 5.93 | 14.93 | -3.82 | 8.55 | 14.49 | -5.51 | 0.03 | 7.80 | 8.77 |
| Sharpe Ratio | NA | 1.34 | 1.46 | 0.29 | 0.70 | NA | NA | … | … | 0.09 | 1.34 | 1.38 | 1.80 | -1.51 | 2.40 | 0.47 | 4.45 | -1.58 | 3.20 | 2.55 | -1.23 | 0.00 | 2.04 | 6.96 |
| Standard Deviation(%) | NA | 2.63 | 3.40 | 4.74 | 5.48 | NA | NA | … | … | 3.25 | 3.23 | 2.72 | 5.07 | 7.78 | 2.30 | 12.14 | 3.02 | 3.30 | 2.48 | 5.60 | 4.51 | 3.91 | 3.81 | 2.67 |
| Draw Down(%) | NA | 2.18 | 3.99 | 15.22 | 22.87 | NA | NA | … | … | 2.18 | 3.99 | 1.71 | 4.14 | 15.15 | 1.72 | 22.87 | 1.30 | 6.66 | 2.11 | 5.65 | 10.31 | 7.72 | 6.23 | 1.44 |
| Yield(%) | 0.00 | 5.91 | 6.63 | 5.40 | 5.71 | 5.20 | 3.90 | … | … | 2.07 | 6.54 | 6.76 | 6.57 | 4.83 | 4.86 | 5.15 | 5.61 | 5.39 | 5.61 | 5.69 | 4.43 | 6.60 | 6.93 | 5.57 |
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 |
|---|---|---|---|---|
| PLHYX (PACIFIC FUNDS HIGH INCOME ADVISOR CLASS) |
-0.87%
Sep 2019 – Sep 2022 |
1.24%
Sep 2017 – Sep 2022 |
3.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLHYX (PACIFIC FUNDS HIGH INCOME ADVISOR CLASS) |
10.68%
Sep 2022 – Sep 2025 |
8.30%
Feb 2016 – Feb 2021 |
6.28%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart