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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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8.06
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
8.17%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (3 Feb 2019)
26.32%
Worst 1-yr total return (3 Feb 2019)
-8.56%
Best 3-yr total return
26.32%
Worst 3-yr total return
5.82%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PFVIX
Category
YTD
6.43%
4.44%
1-month
5.40%
-4.04%
3-month
9.17%
4.09%
1-year
24.58%
14.37%
3-year
8.67%
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
PFVIX
Category
2020
2.58%
2.91%
2019
26.32%
25.04%
2018
-8.56%
-8.53%
2017
15.65%
15.94%
2016
N/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-25.54%
13.00%
6.28%
14.71%
2019
10.73%
4.34%
1.68%
7.54%
2018
-2.07%
-0.26%
5.75%
-11.47%
2017
3.56%
0.19%
4.46%
6.71%
2016
2.53%
2.68%
5.80%
N/A
Rank in category (by total return)
YTD
27
1-month
23
3-month
31
1-year
36
3-year
38
5-year
53
Load adjusted returns
1-year
24.58%
3-year
8.19%
5-year
11.54%
10-year
N/A
Data disclaimer
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