Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSDX (PACIFIC FUNDS SHORT DURATION INCOME CLASS I) | 0.43% | 3.75% | 5.36% | 2.84% | 2.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSDX (PACIFIC FUNDS SHORT DURATION INCOME CLASS I) | 12/22/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 3.75 | 5.36 | 2.84 | 2.84 | NA | NA | … | … | 0.43 | 5.93 | 5.44 | 6.67 | -2.81 | -0.78 | 4.04 | 5.75 | 0.76 | 2.63 | 2.75 | 0.89 | 0.98 | 2.68 | 6.64 | -0.10 |
| Sharpe Ratio | NA | 1.19 | 1.36 | 0.20 | 0.70 | NA | NA | … | … | -0.46 | 2.05 | 1.01 | 1.37 | -2.03 | -0.64 | 1.12 | 4.08 | -0.79 | 2.15 | 2.34 | 0.68 | 0.82 | 1.77 | 5.21 | NA |
| Standard Deviation(%) | NA | 1.42 | 1.70 | 1.86 | 1.79 | NA | NA | … | … | 1.59 | 1.49 | 1.79 | 2.22 | 2.10 | 1.24 | 3.36 | 1.05 | 0.79 | 0.92 | 1.08 | 1.27 | 1.18 | 1.50 | 1.28 | NA |
| Draw Down(%) | NA | 0.97 | 0.97 | 5.93 | 7.79 | NA | NA | … | … | 0.97 | 0.78 | 0.71 | 1.03 | 4.61 | 1.49 | 7.79 | 0.48 | 0.50 | 0.30 | 0.72 | 1.46 | 1.46 | 2.52 | 0.59 | NA |
| Yield(%) | 0.00 | 4.09 | 4.61 | 3.45 | 2.89 | 2.66 | 2.00 | … | … | 1.40 | 4.62 | 5.02 | 4.10 | 2.09 | 1.39 | 1.97 | 2.73 | 2.59 | 2.22 | 1.75 | 2.07 | 2.14 | 2.17 | 2.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSDX (PACIFIC FUNDS SHORT DURATION INCOME CLASS I) |
-0.30%
Oct 2019 – Oct 2022 |
1.03%
Oct 2017 – Oct 2022 |
1.56%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSDX (PACIFIC FUNDS SHORT DURATION INCOME CLASS I) |
6.25%
Oct 2022 – Oct 2025 |
3.43%
Mar 2020 – Mar 2025 |
3.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart