Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE ADVISOR CLASS) | 3.44% | 10.30% | 8.48% | 2.70% | 4.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE ADVISOR CLASS) | 01/03/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 10.30 | 8.48 | 2.70 | 4.55 | NA | NA | … | … | 3.44 | 9.86 | 6.29 | 9.73 | -14.80 | 4.23 | 11.07 | 12.50 | -3.99 | 8.08 | 5.55 | -0.87 | 2.88 | -0.09 |
| Sharpe Ratio | NA | 1.80 | 1.04 | 0.04 | 0.53 | NA | NA | … | … | 1.06 | 1.27 | 0.57 | 1.15 | -1.96 | 1.04 | 1.10 | 3.61 | -1.46 | 3.52 | 1.07 | -0.18 | 1.01 | -0.03 |
| Standard Deviation(%) | NA | 4.67 | 5.28 | 5.86 | 5.61 | NA | NA | … | … | 5.77 | 5.53 | 4.70 | 5.32 | 8.31 | 4.04 | 9.76 | 3.05 | 3.70 | 2.12 | 4.99 | 5.05 | 2.84 | 3.79 |
| Draw Down(%) | NA | 3.93 | 5.12 | 19.31 | 19.31 | NA | NA | … | … | 3.93 | 5.12 | 2.55 | 4.92 | 18.49 | 2.22 | 15.32 | 0.96 | 6.73 | 1.00 | 5.03 | 5.89 | 2.47 | 4.58 |
| Yield(%) | 0.00 | 4.21 | 4.16 | 3.92 | 4.36 | 3.36 | 2.52 | … | … | 0.00 | 4.34 | 4.36 | 3.63 | 5.61 | 4.32 | 3.29 | 2.42 | 10.44 | 2.50 | 3.57 | 3.67 | 4.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE ADVISOR CLASS) |
-1.56%
Apr 2021 – Apr 2024 |
0.83%
Sep 2017 – Sep 2022 |
2.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE ADVISOR CLASS) |
9.38%
Sep 2022 – Sep 2025 |
6.93%
Feb 2016 – Feb 2021 |
5.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart