Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) | 0.28% | 5.62% | 4.97% | 0.87% | 2.43% | 3.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) | 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 (%) | -0.02 | 5.62 | 4.97 | 0.87 | 2.43 | 3.07 | NA | … | … | 0.28 | 7.37 | 2.84 | 8.22 | -12.16 | -2.20 | 7.97 | 11.31 | -1.64 | 4.07 | 5.06 | -0.62 | 4.71 | 1.13 | 9.74 | 8.07 |
| Sharpe Ratio | NA | 0.90 | 0.43 | -0.30 | 0.19 | NA | NA | … | … | -0.26 | 1.11 | -0.17 | 0.74 | -1.98 | -0.60 | 1.18 | 3.28 | -1.35 | 1.44 | 1.85 | -0.23 | 2.36 | 0.38 | 4.23 | 2.26 |
| Standard Deviation(%) | NA | 3.66 | 4.76 | 5.33 | 4.60 | NA | NA | … | … | 3.97 | 4.04 | 4.65 | 6.26 | 6.90 | 3.70 | 6.51 | 3.00 | 2.25 | 2.39 | 2.62 | 2.83 | 1.99 | 2.90 | 2.31 | 3.58 |
| Draw Down(%) | NA | 2.54 | 5.28 | 18.72 | 18.72 | NA | NA | … | … | 2.54 | 2.48 | 3.06 | 5.41 | 16.29 | 3.16 | 11.55 | 1.90 | 2.45 | 1.17 | 3.15 | 3.72 | 1.77 | 5.12 | 1.21 | 2.79 |
| Yield(%) | 0.39 | 4.83 | 4.81 | 3.53 | 3.33 | 3.61 | 2.88 | … | … | 1.91 | 4.91 | 4.85 | 4.39 | 2.84 | 2.07 | 2.49 | 3.31 | 3.33 | 2.96 | 2.79 | 3.19 | 3.35 | 4.67 | 5.42 | 3.47 |
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 |
|---|---|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) |
-4.36%
Oct 2020 – Oct 2023 |
-0.30%
Oct 2017 – Oct 2022 |
1.30%
Oct 2012 – Oct 2022 |
3.10%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) |
7.15%
Oct 2022 – Oct 2025 |
5.27%
Dec 2015 – Dec 2020 |
4.47%
Feb 2011 – Feb 2021 |
3.35%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart