Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) | 5.64% | 14.10% | 10.90% | 0.56% | 4.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) | 01/02/2013 | 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 (%) | 0.25 | 14.10 | 10.90 | 0.56 | 4.35 | NA | NA | … | … | 5.64 | 11.72 | 8.40 | 11.72 | -26.56 | 3.46 | 12.62 | 16.09 | -5.60 | 10.73 | 6.40 | -0.71 | 3.64 | 4.81 |
| Sharpe Ratio | NA | 1.91 | 1.11 | -0.19 | 0.30 | NA | NA | … | … | 1.46 | 1.09 | 0.78 | 1.27 | -1.67 | 0.46 | 0.82 | 3.21 | -1.19 | 3.50 | 0.95 | -0.11 | 0.77 | 0.93 |
| Standard Deviation(%) | NA | 6.32 | 7.13 | 9.89 | 9.06 | NA | NA | … | … | 7.81 | 8.17 | 6.13 | 6.41 | 16.77 | 7.42 | 15.06 | 4.56 | 5.89 | 2.89 | 6.52 | 6.75 | 4.72 | 5.17 |
| Draw Down(%) | NA | 5.15 | 8.33 | 30.70 | 30.70 | NA | NA | … | … | 5.15 | 8.26 | 3.10 | 6.53 | 26.87 | 7.15 | 20.98 | 2.05 | 10.25 | 1.06 | 6.35 | 6.86 | 3.62 | 5.02 |
| Yield(%) | 0.00 | 3.41 | 3.53 | 2.04 | 4.12 | 3.42 | 2.57 | … | … | 0.00 | 3.53 | 3.84 | 2.93 | 0.00 | 2.58 | 2.98 | 2.80 | 15.87 | 3.64 | 4.63 | 5.31 | 3.83 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) |
-6.48%
Apr 2021 – Apr 2024 |
-1.28%
Dec 2017 – Dec 2022 |
1.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) |
11.29%
Oct 2018 – Oct 2021 |
8.54%
Feb 2016 – Feb 2021 |
4.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart