Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POABX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS B) | NA | 6.51% | 3.12% | 2.59% | 3.50% | 3.57% | NA | … | … |
Data as of 10/22/2019, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POABX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS B) | 01/09/2004 | 10/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.51 | 3.12 | 2.59 | 3.50 | 3.57 | NA | … | … | 8.23 | -4.87 | 7.00 | 4.53 | -1.74 | 1.87 | 2.15 | 8.45 | 1.83 | 7.51 | 17.73 | -10.95 | 5.55 | 4.82 | 2.15 | 2.86 |
| Sharpe Ratio | NA | 1.61 | 0.69 | 0.49 | 0.83 | NA | NA | … | … | 3.49 | -1.67 | 2.89 | 0.87 | -0.35 | 0.63 | 0.64 | 3.13 | 0.38 | 1.83 | 2.49 | -1.36 | 0.74 | 0.47 | -0.01 | 0.69 |
| Standard Deviation(%) | NA | 3.09 | 2.96 | 3.93 | 3.79 | NA | NA | … | … | 2.51 | 3.71 | 2.22 | 4.98 | 5.09 | 2.93 | 3.30 | 2.71 | 4.79 | 4.05 | 7.09 | 8.68 | 3.42 | 3.25 | 2.28 | 2.88 |
| Draw Down(%) | NA | 3.21 | 7.59 | 9.45 | 9.45 | NA | NA | … | … | 0.89 | 7.59 | 1.02 | 5.30 | 6.35 | 2.69 | 4.65 | 1.81 | 5.29 | 2.87 | 8.72 | 18.87 | 1.75 | 2.31 | 1.55 | 3.33 |
| Yield(%) | 0.00 | 10.22 | 4.79 | 4.10 | 3.53 | 3.51 | 2.65 | … | … | 0.00 | 9.87 | 1.69 | 2.81 | 2.96 | 3.78 | 2.23 | 3.12 | 2.30 | 2.51 | 3.03 | 4.94 | 4.14 | 3.88 | 2.05 | 1.16 |
Data as of 10/22/2019, 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 |
|---|---|---|---|---|
| POABX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS B) |
-2.23%
Feb 2006 – Feb 2009 |
-0.37%
Feb 2004 – Feb 2009 |
3.12%
Feb 2006 – Feb 2016 |
3.29%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POABX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS B) |
11.75%
Feb 2009 – Feb 2012 |
8.53%
Feb 2009 – Feb 2014 |
5.17%
Feb 2009 – Feb 2019 |
3.67%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart