Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFGTX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INSTITUTIONAL CLASS) | NA | 1.33% | 0.49% | 0.73% | 1.14% | NA | NA | … | … |
Data as of 02/05/2018, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFGTX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INSTITUTIONAL CLASS) | 07/03/2007 | 02/05/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.49 | 1.33 | 0.49 | 0.73 | 1.14 | NA | NA | … | … | -1.63 | 3.77 | 0.95 | -0.92 | 0.61 | -0.07 | 7.20 | -1.05 | 2.47 | 3.42 | -3.21 | -3.40 |
| Sharpe Ratio | NA | 0.03 | 0.02 | 0.06 | 0.13 | NA | NA | … | … | -0.26 | 2.68 | 0.45 | -0.80 | 0.49 | -0.04 | 2.75 | -0.59 | 1.04 | 0.58 | -0.55 | -1.15 |
| Standard Deviation(%) | NA | 19.58 | 11.36 | 8.83 | 7.05 | NA | NA | … | … | 64.57 | 1.18 | 1.64 | 1.19 | 1.20 | 2.80 | 2.62 | 1.84 | 2.30 | 5.72 | 7.44 | 8.16 |
| Draw Down(%) | NA | 13.49 | 13.49 | 13.49 | 13.49 | NA | NA | … | … | 13.49 | 0.61 | 1.36 | 2.52 | 1.59 | 2.66 | 0.94 | 2.96 | 2.67 | 3.96 | 4.51 | 6.23 |
| Yield(%) | 13.94 | 15.40 | 5.94 | 4.13 | 2.63 | 1.69 | 1.26 | … | … | 13.92 | 1.24 | 1.79 | 1.12 | 1.42 | 1.56 | 2.16 | 0.70 | 2.16 | 0.00 | 0.00 | 0.00 |
Data as of 02/05/2018, Common starting date is 07/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGTX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INSTITUTIONAL CLASS) |
-0.39%
Apr 2013 – Apr 2016 |
0.29%
Oct 2007 – Oct 2012 |
0.89%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFGTX (PACIFIC FINANCIAL TACTICAL FUND PACIFIC FINANCIAL TACTICAL FUND INSTITUTIONAL CLASS) |
3.02%
Mar 2012 – Mar 2015 |
2.82%
Mar 2009 – Mar 2014 |
1.28%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart