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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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8.170.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.71%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (31 Jan 2019)26.33%
Worst 1-yr total return (31 Jan 2019)-8.59%
Best 3-yr total return26.33%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFVDXCategory
YTD6.46%4.44%
1-month5.53%-4.04%
3-month9.23%4.09%
1-year24.63%14.37%
3-year8.61%6.04%
5-year0.00%9.20%
10-year0.00%8.57%
Last bull market0.00%22.97%
Last bear market0.00%-11.27%

Annual total return (%) history

Year
PFVDXCategory
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 (%)

YearQ1Q2Q3Q4
2020-25.49%12.87%6.23%14.74%
201910.85%4.21%1.67%7.56%
2018-2.07%-0.26%5.73%-11.48%
20173.45%0.19%4.44%6.68%
20162.53%2.57%5.79%5.79%
20152.37%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month23
3-month31
1-year36
3-year39
5-year54

Load adjusted returns

1-year24.63%
3-year8.17%
5-year11.47%
10-yearN/A