Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLSTX (PACIFIC FUNDS STRATEGIC INCOME CLASS A) | 0.39% | 5.34% | 6.57% | 2.89% | 4.56% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSTX (PACIFIC FUNDS STRATEGIC INCOME CLASS A) | 07/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 5.34 | 6.57 | 2.89 | 4.56 | NA | NA | … | … | 0.39 | 7.07 | 5.65 | 10.85 | -9.88 | 3.27 | 9.42 | 13.33 | -3.01 | 6.60 | 10.74 | -3.12 | 1.67 | 7.28 | 8.42 |
| Sharpe Ratio | NA | 1.12 | 1.09 | 0.10 | 0.67 | NA | NA | … | … | -0.26 | 1.53 | 0.71 | 1.53 | -1.88 | 1.73 | 0.91 | 5.40 | -1.98 | 3.76 | 3.12 | -0.93 | 0.57 | 2.17 | 8.19 |
| Standard Deviation(%) | NA | 2.74 | 3.38 | 4.04 | 4.49 | NA | NA | … | … | 3.30 | 2.74 | 2.87 | 4.74 | 6.04 | 1.87 | 10.07 | 2.20 | 2.23 | 1.59 | 3.37 | 3.41 | 2.89 | 3.34 | 2.17 |
| Draw Down(%) | NA | 2.25 | 3.43 | 14.01 | 19.95 | NA | NA | … | … | 2.25 | 2.55 | 1.53 | 3.43 | 13.92 | 1.21 | 19.95 | 0.82 | 4.67 | 1.21 | 3.39 | 7.15 | 5.70 | 5.89 | 0.99 |
| Yield(%) | 0.00 | 4.80 | 5.40 | 4.43 | 4.44 | 4.42 | 3.31 | … | … | 1.79 | 5.35 | 5.62 | 5.10 | 3.79 | 3.74 | 3.71 | 4.35 | 4.08 | 3.66 | 3.81 | 4.08 | 4.91 | 7.25 | 4.42 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PLSTX (PACIFIC FUNDS STRATEGIC INCOME CLASS A) |
-0.23%
Sep 2019 – Sep 2022 |
1.69%
Sep 2017 – Sep 2022 |
3.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSTX (PACIFIC FUNDS STRATEGIC INCOME CLASS A) |
8.98%
Sep 2022 – Sep 2025 |
7.58%
Jan 2016 – Jan 2021 |
5.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart