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Pacific Funds Series Trust - Pacific Funds Large-Cap Value (PFVDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.17
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
7.71%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (31 Jan 2019)
26.33%
Worst 1-yr total return (31 Jan 2019)
-8.59%
Best 3-yr total return
26.33%
Worst 3-yr total return
5.79%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PFVDX
Category
YTD
6.46%
4.44%
1-month
5.53%
-4.04%
3-month
9.23%
4.09%
1-year
24.63%
14.37%
3-year
8.61%
6.04%
5-year
0.00%
9.20%
10-year
0.00%
8.57%
Last bull market
0.00%
22.97%
Last bear market
0.00%
-11.27%
Annual total return (%) history
Year
PFVDX
Category
2020
2.51%
2.91%
2019
26.33%
25.04%
2018
-8.59%
-8.53%
2017
15.49%
15.94%
2016
10.67%
14.81%
2015
N/A
-4.05%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-25.49%
12.87%
6.23%
14.74%
2019
10.85%
4.21%
1.67%
7.56%
2018
-2.07%
-0.26%
5.73%
-11.48%
2017
3.45%
0.19%
4.44%
6.68%
2016
2.53%
2.57%
5.79%
5.79%
2015
2.37%
N/A
N/A
N/A
Rank in category (by total return)
YTD
27
1-month
23
3-month
31
1-year
36
3-year
39
5-year
54
Load adjusted returns
1-year
24.63%
3-year
8.17%
5-year
11.47%
10-year
N/A
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