The Pacific Financial Group

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 17 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
0.8%
3yr Return
33.9%
1yr Return
9.4%
Total Assets
$453M
6M Money Flow
$20M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
9.7%
Total Assets
$107M
6M Money Flow
$31M
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.30
YTD Return
2.6%
3yr Return
40.2%
1yr Return
10.6%
Total Assets
$981M
6M Money Flow
-$2M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
3.5%
3yr Return
31.9%
1yr Return
9.6%
Total Assets
$427M
6M Money Flow
$46M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
2.9%
3yr Return
34.5%
1yr Return
9.1%
Total Assets
$330M
6M Money Flow
$17M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.23
YTD Return
2.8%
3yr Return
30.8%
1yr Return
8.3%
Total Assets
$290M
6M Money Flow
-$11M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.09
YTD Return
3.5%
3yr Return
22.1%
1yr Return
6.6%
Total Assets
$92M
6M Money Flow
-$6M
Global Large-Stock Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
9.7%
Total Assets
$58M
6M Money Flow
-$4M
Global Small/Mid Stock
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
6.0%
3yr Return
23.7%
1yr Return
8.4%
Total Assets
$58M
6M Money Flow
-$2M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.11
YTD Return
-0.4%
3yr Return
22.0%
1yr Return
3.2%
Total Assets
$117M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.40
YTD Return
2.4%
3yr Return
5.2%
1yr Return
6.3%
Total Assets
$222M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
1.2%
3yr Return
21.2%
1yr Return
7.7%
Total Assets
$275M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
2.2%
3yr Return
19.1%
1yr Return
6.9%
Total Assets
$133M
6M Money Flow
-$16M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-0.46
YTD Return
1.8%
3yr Return
3.3%
1yr Return
4.3%
Total Assets
$144M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
-0.57
YTD Return
1.0%
3yr Return
0.2%
1yr Return
3.8%
Total Assets
$66M
6M Money Flow
$5M
Global Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
-0.54
YTD Return
0.6%
3yr Return
1.9%
1yr Return
2.7%
Total Assets
$108M
6M Money Flow
-$10M
Global Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
-0.03
YTD Return
3.4%
3yr Return
14.9%
1yr Return
6.3%
Total Assets
$102M
6M Money Flow
-$4M