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PMCDX: PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS (MUTUAL FUND)
Basic Info 10.56 0.01(0.09%) March 21
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/02/2013 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 3.75% |
| Expenses | 1.89% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 0.8 | 6.3 | -1.1 | 5.0 | 2.7 | 3.1 | 8.4 | 11.7 | -26.6 | 3.5 | 12.6 | 16.1 | -5.6 | 10.7 | 6.4 | -0.7 | 3.6 | 4.8 |
| Sharpe Ratio | NA | 0.08 | -0.03 | -0.5 | 0.23 | 0.12 | 0.21 | 0.29 | 1.18 | -1.67 | 0.46 | 0.82 | 3.22 | -1.18 | 3.51 | 0.95 | -0.11 | 0.77 | 0.93 |
| Draw Down(%) | NA | 3.2 | 3.5 | 22.3 | 30.7 | 30.7 | 30.7 | 3.1 | 6.5 | 26.9 | 7.1 | 21.0 | 2.1 | 10.2 | 1.1 | 6.3 | 6.9 | 3.6 | 5.0 |
| Standard Deviation(%) | NA | 7.2 | 6.4 | 10.8 | 10.5 | 9.0 | 8.4 | 6.1 | 6.4 | 16.8 | 7.4 | 15.1 | 4.6 | 5.9 | 2.9 | 6.5 | 6.8 | 4.7 | 5.2 |
| Treynor Ratio | NA | 0.01 | 0.0 | -0.06 | 0.03 | 0.01 | 0.02 | 0.03 | 0.11 | -0.27 | 0.03 | 0.12 | 0.14 | -0.07 | 0.13 | 0.06 | -0.01 | 0.03 | 0.05 |
| Alpha | NA | -0.04 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | 0.02 | 0.02 | -0.08 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 0.95 | 0.94 | 0.9 | 0.96 | 1.0 | 1.0 | 0.64 | 0.71 | 1.04 | 1.09 | 1.06 | 1.08 | 0.98 | 0.75 | 1.12 | 1.06 | 1.1 | 0.92 |
| RSquared | NA | 0.59 | 0.71 | 0.45 | 0.52 | 0.6 | 0.61 | 0.62 | 0.69 | 0.4 | 0.47 | 0.84 | 0.72 | 0.71 | 0.48 | 0.61 | 0.7 | 0.71 | 0.7 |
| Yield(%) | N/A | 0.0 | 3.7 | 1.9 | 2.9 | 4.1 | N/A | 3.8 | 2.9 | 0.0 | 2.6 | 3.0 | 2.8 | 15.9 | 3.6 | 4.6 | 5.3 | 3.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 41.9 | -30.4 | -66.7 | N/A | N/A | 41.9 | N/A | -100.0 | -5.9 | 21.1 | -86.2 | 367.3 | -19.2 | -18.7 | 39.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2013
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
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- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.15% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.10% (96%)
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Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.11% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.02% (82%)
- PCEF (Invesco CEF Income Composite ETF) 0.26% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.15% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.12% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.33% (99%)
- FT (Franklin Universal Closed Fund) 0.0% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.84% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.67% (26%)
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