Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLSRX (PACIFIC FUNDS STRATEGIC INCOME CLASS I) | 2.60% | 5.68% | 7.01% | 4.11% | 4.25% | NA | NA | 5.42% |
Data as of 07/08/2025, AR inception is 12/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSRX (PACIFIC FUNDS STRATEGIC INCOME CLASS I) | 12/27/2011 | 07/08/2025 |
| 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 (%) | -0.29 | 5.68 | 7.01 | 4.11 | 4.25 | NA | NA | 5.42 | 2.60 | 5.64 | 11.25 | -10.06 | 2.71 | 9.81 | 13.65 | -2.64 | 5.78 | 10.98 | -2.77 | 1.95 | 7.52 | 16.52 | 0.30 |
| Sharpe Ratio | NA | 1.14 | 0.89 | 0.53 | 0.62 | NA | NA | 0.99 | 0.91 | -0.35 | 1.47 | -1.90 | 1.28 | 0.95 | 5.57 | -1.76 | 2.90 | 3.26 | -0.81 | 0.68 | 2.24 | 6.43 | 18,153.59 |
| Standard Deviation(%) | NA | 2.68 | 4.32 | 4.06 | 4.60 | NA | NA | 4.23 | 3.08 | 2.73 | 4.82 | 6.06 | 2.10 | 10.07 | 2.20 | 2.26 | 1.78 | 3.30 | 3.45 | 2.85 | 3.34 | 2.58 | 0.00 |
| Draw Down(%) | NA | 2.54 | 7.56 | 14.47 | 19.88 | NA | NA | 19.88 | 2.54 | 1.44 | 3.29 | 13.72 | 1.49 | 19.88 | 0.74 | 4.56 | 1.22 | 3.38 | 7.08 | 5.58 | 5.99 | 2.01 | 0.00 |
| Yield(%) | 0.00 | 4.98 | 5.40 | 4.45 | 4.36 | 4.64 | 3.48 | 5.36 | 2.08 | 5.99 | 5.44 | 3.71 | 3.20 | 4.03 | 4.69 | 4.41 | 3.97 | 4.10 | 4.38 | 5.21 | 7.48 | 7.48 | 0.00 |
Data as of 07/08/2025, AR inception is 12/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSRX (PACIFIC FUNDS STRATEGIC INCOME CLASS I) |
-0.19%
Sep 2019 - Sep 2022 |
1.83%
Sep 2017 - Sep 2022 |
3.11%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSRX (PACIFIC FUNDS STRATEGIC INCOME CLASS I) |
8.63%
Dec 2018 - Dec 2021 |
7.67%
Jan 2016 - Jan 2021 |
5.72%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart