PACIFIC FUNDS Competition
| POCEX Fund | USD 13.40 -0.07 -0.52% |
PACIFIC FUNDS vs Guidemark Large Correlation View
Poor diversification
For the present investment horizon, the measured correlation between POCEX and GMLVX stands at 0.77, or Poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with PACIFIC Mutual Fund
Mean reversion in PACIFIC FUNDS's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
PACIFIC FUNDS Competition Correlation Matrix
Correlation analysis between Pacific Funds Portfolio and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between PACIFIC Mutual Fund performing well and PACIFIC FUNDS Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze PACIFIC FUNDS's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| QALGX | 0.82 | -0.03 | 0.00 | 0.05 | 0.00 | 1.45 | 5.94 | |||
| DOXGX | 0.59 | 0.03 | 0.06 | -0.01 | 0.73 | 1.24 | 3.26 | |||
| LMUSX | 0.63 | 0.04 | 0.07 | 0.01 | 0.77 | 1.06 | 4.94 | |||
| TWSCX | 0.29 | 0.00 | 0.00 | -0.04 | 0.00 | 0.53 | 1.74 | |||
| PAVLX | 0.62 | 0.16 | 0.21 | 0.12 | 0.59 | 1.26 | 6.09 | |||
| WIMVX | 0.60 | -0.01 | 0.00 | -0.06 | 0.00 | 0.94 | 3.41 | |||
| GMLVX | 0.87 | 0.14 | 0.11 | 0.12 | 1.23 | 1.93 | 7.82 |
PACIFIC FUNDS Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Peer Performance Charts
How to Analyze PACIFIC FUNDS Against Peers
PACIFIC FUNDS's peer analysis compares PACIFIC FUNDS with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether PACIFIC FUNDS trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where PACIFIC FUNDS leads or lags and what catalysts could close or widen the gap.