Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLUDX (Pacific Funds Ultra Short Income Advisor Class) | 1.24% | 4.49% | 5.47% | 3.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUDX (Pacific Funds Ultra Short Income Advisor Class) | 01/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.49 | 5.47 | 3.69 | NA | NA | NA | … | … | 1.24 | 5.29 | 6.03 | 5.98 | 0.38 | -0.33 | 0.50 |
| Sharpe Ratio | NA | 1.59 | 1.56 | 0.86 | NA | NA | NA | … | … | 0.41 | 1.69 | 1.51 | 1.47 | -1.01 | -1.00 | 0.11 |
| Standard Deviation(%) | NA | 1.41 | 1.53 | 1.35 | NA | NA | NA | … | … | 1.37 | 1.43 | 1.60 | 1.59 | 1.04 | 0.35 | 2.47 |
| Draw Down(%) | NA | 0.30 | 0.40 | 1.58 | NA | NA | NA | … | … | 0.30 | 0.40 | 0.20 | 0.30 | 1.26 | 0.50 | 6.16 |
| Yield(%) | 0.00 | 4.40 | 4.96 | 3.82 | 2.13 | 1.42 | 1.06 | … | … | 1.23 | 5.07 | 5.35 | 5.01 | 1.96 | 1.17 | 1.65 |
Data as of 06/04/2026, Common starting date is 01/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUDX (Pacific Funds Ultra Short Income Advisor Class) |
0.41%
Feb 2020 – Feb 2023 |
2.63%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUDX (Pacific Funds Ultra Short Income Advisor Class) |
5.92%
Oct 2022 – Oct 2025 |
3.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart