Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSFX (PACIFIC FUNDS STRATEGIC INCOME ADVISOR CLASS) | 0.67% | 5.39% | 6.89% | 3.13% | 4.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSFX (PACIFIC FUNDS STRATEGIC 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 (%) | -0.47 | 5.39 | 6.89 | 3.13 | 4.84 | NA | NA | … | … | 0.67 | 7.24 | 5.89 | 11.21 | -9.62 | 3.44 | 9.79 | 13.65 | -2.76 | 6.86 | 10.89 | -2.80 | 1.93 | 7.52 | 9.28 |
| Sharpe Ratio | NA | 1.33 | 1.21 | 0.17 | 0.73 | NA | NA | … | … | -0.13 | 1.66 | 0.84 | 1.59 | -1.85 | 1.87 | 0.95 | 5.65 | -1.84 | 3.90 | 3.18 | -0.84 | 0.66 | 2.24 | 9.36 |
| Standard Deviation(%) | NA | 2.58 | 3.29 | 3.99 | 4.46 | NA | NA | … | … | 3.05 | 2.64 | 2.71 | 4.81 | 6.00 | 1.82 | 10.05 | 2.16 | 2.25 | 1.60 | 3.35 | 3.38 | 2.88 | 3.34 | 2.10 |
| Draw Down(%) | NA | 2.14 | 3.38 | 13.82 | 19.85 | NA | NA | … | … | 2.14 | 2.53 | 1.43 | 3.38 | 13.73 | 1.19 | 19.85 | 0.73 | 4.63 | 1.21 | 3.47 | 7.03 | 5.64 | 5.96 | 0.90 |
| Yield(%) | 0.00 | 5.02 | 5.64 | 4.64 | 4.70 | 4.70 | 3.52 | … | … | 1.88 | 5.61 | 5.84 | 5.34 | 4.05 | 3.99 | 3.97 | 4.64 | 4.34 | 3.91 | 4.05 | 4.31 | 5.18 | 7.48 | 5.24 |
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 |
|---|---|---|---|---|
| PLSFX (PACIFIC FUNDS STRATEGIC INCOME ADVISOR CLASS) |
0.03%
Sep 2019 – Sep 2022 |
1.96%
Sep 2017 – Sep 2022 |
3.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSFX (PACIFIC FUNDS STRATEGIC INCOME ADVISOR CLASS) |
9.28%
Sep 2022 – Sep 2025 |
7.83%
Jan 2016 – Jan 2021 |
5.62%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart