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Pacific Funds Series Trust - Pacific Funds Large-Cap Value (PFVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.060.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.17%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (3 Feb 2019)26.32%
Worst 1-yr total return (3 Feb 2019)-8.56%
Best 3-yr total return26.32%
Worst 3-yr total return5.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFVIXCategory
YTD6.43%4.44%
1-month5.40%-4.04%
3-month9.17%4.09%
1-year24.58%14.37%
3-year8.67%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
PFVIXCategory
2020
2.58%2.91%
2019
26.32%25.04%
2018
-8.56%-8.53%
2017
15.65%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-25.54%13.00%6.28%14.71%
201910.73%4.34%1.68%7.54%
2018-2.07%-0.26%5.75%-11.47%
20173.56%0.19%4.46%6.71%
20162.53%2.68%5.80%N/A

Rank in category (by total return)

YTD27
1-month23
3-month31
1-year36
3-year38
5-year53

Load adjusted returns

1-year24.58%
3-year8.19%
5-year11.54%
10-yearN/A