Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POAAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS A) | 3.19% | 10.22% | 8.13% | 0.84% | 3.45% | 3.34% | 3.93% | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POAAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS A) | 01/09/2004 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 10.22 | 8.13 | 0.84 | 3.45 | 3.34 | 3.93 | … | … | 3.19 | 9.53 | 2.36 | 13.37 | -20.32 | 2.22 | 10.82 | 12.15 | -4.17 | 7.79 | 5.25 | -0.98 | 2.59 | 2.95 | 9.04 | 2.61 | 8.23 | 18.49 | -10.25 | 6.27 | 5.42 | 2.61 | 3.36 |
| Sharpe Ratio | NA | 1.72 | 0.86 | -0.24 | 0.29 | NA | NA | … | … | 1.03 | 1.20 | -0.21 | 1.55 | -2.10 | 0.38 | 1.08 | 3.57 | -1.50 | 3.21 | 1.03 | -0.20 | 0.91 | 0.87 | 3.34 | 0.54 | 1.98 | 2.62 | -1.30 | 0.89 | 0.62 | 0.15 | 0.85 |
| Standard Deviation(%) | NA | 4.72 | 6.06 | 6.96 | 6.32 | NA | NA | … | … | 5.81 | 5.55 | 6.13 | 6.31 | 10.40 | 5.83 | 9.77 | 2.99 | 3.71 | 2.23 | 4.90 | 5.00 | 2.85 | 3.34 | 2.71 | 4.82 | 4.11 | 7.01 | 8.62 | 3.52 | 3.24 | 2.40 | 2.88 |
| Draw Down(%) | NA | 3.88 | 5.23 | 22.65 | 22.65 | NA | NA | … | … | 3.88 | 5.18 | 4.50 | 4.97 | 20.51 | 4.17 | 15.38 | 0.94 | 7.01 | 0.91 | 5.12 | 5.99 | 2.48 | 4.50 | 1.70 | 5.05 | 2.75 | 8.44 | 18.45 | 1.74 | 2.21 | 1.54 | 3.23 |
| Yield(%) | 0.00 | 3.95 | 4.02 | 2.44 | 3.46 | 3.41 | 3.78 | … | … | 0.00 | 4.05 | 4.33 | 3.58 | 0.18 | 2.40 | 3.11 | 2.25 | 10.28 | 2.30 | 3.37 | 3.48 | 4.31 | 2.76 | 3.66 | 2.88 | 3.15 | 3.74 | 5.49 | 4.76 | 4.37 | 2.51 | 1.47 |
Data as of 06/03/2026, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS A) |
-4.46%
Apr 2021 – Apr 2024 |
-0.61%
Dec 2017 – Dec 2022 |
1.26%
Oct 2013 – Oct 2023 |
2.66%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS A) |
12.49%
Feb 2009 – Feb 2012 |
9.25%
Feb 2009 – Feb 2014 |
5.90%
Feb 2009 – Feb 2019 |
5.04%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart