Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLIDX (PACIFIC FUNDS CORE INCOME ADVISOR CLASS) | 0.74% | 5.48% | 5.11% | 1.30% | 2.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLIDX (PACIFIC FUNDS CORE 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 (%) | 0.36 | 5.48 | 5.11 | 1.30 | 2.86 | NA | NA | … | … | 0.74 | 7.26 | 2.77 | 8.35 | -12.15 | -0.21 | 8.80 | 11.32 | -1.73 | 5.21 | 5.02 | -0.67 | 4.68 | 1.04 | 4.61 |
| Sharpe Ratio | NA | 0.78 | 0.40 | -0.25 | 0.27 | NA | NA | … | … | -0.54 | 1.09 | -0.18 | 0.75 | -1.97 | -0.08 | 1.32 | 3.23 | -1.40 | 1.99 | 1.81 | -0.24 | 2.32 | 0.34 | 4.84 |
| Standard Deviation(%) | NA | 3.56 | 4.76 | 5.23 | 4.54 | NA | NA | … | … | 3.86 | 4.05 | 4.63 | 6.32 | 6.92 | 2.90 | 6.45 | 3.05 | 2.22 | 2.30 | 2.65 | 2.88 | 2.01 | 2.91 | 1.97 |
| Draw Down(%) | NA | 2.54 | 5.36 | 17.05 | 17.05 | NA | NA | … | … | 2.54 | 2.47 | 3.07 | 5.43 | 16.28 | 2.97 | 11.54 | 1.89 | 2.45 | 1.17 | 3.06 | 3.76 | 1.84 | 5.12 | 0.82 |
| Yield(%) | 0.38 | 4.72 | 4.74 | 3.91 | 3.61 | 3.42 | 2.57 | … | … | 1.88 | 4.82 | 4.75 | 4.40 | 2.84 | 4.10 | 3.19 | 3.33 | 3.33 | 2.96 | 2.76 | 3.14 | 3.32 | 4.67 | 3.76 |
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 |
|---|---|---|---|---|
| PLIDX (PACIFIC FUNDS CORE INCOME ADVISOR CLASS) |
-3.45%
Oct 2020 – Oct 2023 |
0.27%
Oct 2017 – Oct 2022 |
1.68%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIDX (PACIFIC FUNDS CORE INCOME ADVISOR CLASS) |
7.13%
Oct 2022 – Oct 2025 |
5.63%
Dec 2015 – Dec 2020 |
3.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart