Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLIAX (PACIFIC FUNDS CORE INCOME CLASS A) | -0.24% | 4.83% | 4.49% | 0.46% | 2.17% | 2.83% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLIAX (PACIFIC FUNDS CORE INCOME CLASS A) | 01/03/2011 | 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 (%) | -0.31 | 4.83 | 4.49 | 0.46 | 2.17 | 2.83 | NA | … | … | -0.24 | 6.95 | 2.48 | 7.97 | -12.44 | -2.51 | 7.67 | 11.00 | -1.94 | 4.81 | 4.78 | -0.90 | 4.43 | 0.89 | 9.48 | 7.96 |
| Sharpe Ratio | NA | 0.69 | 0.33 | -0.38 | 0.14 | NA | NA | … | … | -0.61 | 1.01 | -0.25 | 0.70 | -2.01 | -0.68 | 1.14 | 3.16 | -1.48 | 1.83 | 1.68 | -0.32 | 2.19 | 0.29 | 4.27 | 2.21 |
| Standard Deviation(%) | NA | 3.58 | 4.71 | 5.32 | 4.59 | NA | NA | … | … | 3.83 | 4.05 | 4.62 | 6.22 | 6.93 | 3.72 | 6.48 | 3.01 | 2.25 | 2.28 | 2.72 | 2.91 | 2.01 | 2.93 | 2.23 | 3.60 |
| Draw Down(%) | NA | 2.54 | 5.35 | 19.00 | 19.00 | NA | NA | … | … | 2.54 | 2.59 | 3.07 | 5.59 | 16.50 | 3.26 | 11.56 | 1.90 | 2.55 | 1.20 | 3.20 | 3.94 | 1.95 | 5.16 | 1.21 | 2.81 |
| Yield(%) | 0.00 | 4.07 | 4.34 | 3.19 | 2.99 | 3.30 | 2.64 | … | … | 1.41 | 4.50 | 4.50 | 4.15 | 2.57 | 1.76 | 2.19 | 3.01 | 3.03 | 2.65 | 2.52 | 2.91 | 3.07 | 4.44 | 5.17 | 3.46 |
Data as of 06/03/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIAX (PACIFIC FUNDS CORE INCOME CLASS A) |
-4.61%
Oct 2020 – Oct 2023 |
-0.59%
Oct 2017 – Oct 2022 |
1.12%
Oct 2012 – Oct 2022 |
2.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIAX (PACIFIC FUNDS CORE INCOME CLASS A) |
6.81%
Oct 2022 – Oct 2025 |
5.18%
Dec 2015 – Dec 2020 |
4.30%
Feb 2011 – Feb 2021 |
3.12%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart