Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) | 2.47% | 4.06% | 4.11% | 0.16% | 2.19% | NA | NA | 3.32% |
Data as of 07/07/2025, AR inception is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) | 01/03/2011 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 4.06 | 4.11 | 0.16 | 2.19 | NA | NA | 3.32 | 2.47 | 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 | 0.33 | 0.12 | -0.34 | 0.18 | NA | NA | 0.55 | 0.51 | -0.81 | 0.64 | -1.97 | -0.60 | 1.18 | 3.30 | -1.32 | 1.45 | 1.85 | -0.23 | 2.36 | 0.38 | 4.23 | 2.26 |
| Standard Deviation(%) | NA | 4.53 | 5.77 | 5.24 | 4.54 | NA | NA | 4.08 | 4.67 | 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 | 3.95 | 8.66 | 18.72 | 18.72 | NA | NA | 18.72 | 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(%) | 0.00 | 4.11 | 4.19 | 3.03 | 3.14 | 3.51 | 2.63 | 3.76 | 1.62 | 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 07/07/2025, AR inception 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 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLIIX (PACIFIC FUNDS CORE INCOME CLASS I) |
6.34%
Aug 2011 - Aug 2014 |
5.27%
Dec 2015 - Dec 2020 |
4.47%
Feb 2011 - Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart