Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POACX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS C) | 3.13% | 9.26% | 7.42% | -0.01% | 2.65% | 2.60% | 3.18% | … | … |
Data as of 06/04/2026, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POACX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS C) | 01/07/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 9.26 | 7.42 | -0.01 | 2.65 | 2.60 | 3.18 | … | … | 3.13 | 9.22 | 0.97 | 8.65 | -21.11 | 1.33 | 10.09 | 11.19 | -4.81 | 6.92 | 4.63 | -1.84 | 1.87 | 2.22 | 8.41 | 1.88 | 7.53 | 17.81 | -11.07 | 5.59 | 4.86 | 2.14 | 3.31 |
| Sharpe Ratio | NA | 1.54 | 0.84 | -0.37 | 0.17 | NA | NA | … | … | 0.91 | 1.15 | -0.90 | 0.82 | -2.12 | 0.30 | 1.01 | 3.19 | -1.61 | 2.83 | 0.88 | -0.37 | 0.62 | 0.65 | 3.04 | 0.38 | 1.80 | 2.47 | -1.36 | 0.75 | 0.49 | -0.01 | 0.84 |
| Standard Deviation(%) | NA | 4.73 | 5.31 | 6.65 | 6.03 | NA | NA | … | … | 5.85 | 5.61 | 6.24 | 5.40 | 10.63 | 4.36 | 9.70 | 3.07 | 3.81 | 2.23 | 5.03 | 5.09 | 2.97 | 3.36 | 2.77 | 4.86 | 4.14 | 7.18 | 8.78 | 3.47 | 3.24 | 2.37 | 2.87 |
| Draw Down(%) | NA | 3.95 | 5.48 | 23.52 | 23.52 | NA | NA | … | … | 3.95 | 5.25 | 6.23 | 5.18 | 21.29 | 3.94 | 15.38 | 1.07 | 7.69 | 1.02 | 5.21 | 6.44 | 2.70 | 4.65 | 1.72 | 5.29 | 2.87 | 8.61 | 18.90 | 1.75 | 2.31 | 1.64 | 3.34 |
| Yield(%) | 0.00 | 2.41 | 3.37 | 1.97 | 2.90 | 2.85 | 3.17 | … | … | 0.00 | 2.47 | 4.21 | 3.41 | 0.00 | 1.87 | 2.57 | 1.26 | 9.93 | 1.70 | 2.80 | 2.95 | 3.79 | 2.20 | 3.17 | 2.25 | 2.52 | 3.09 | 4.91 | 4.09 | 3.91 | 2.04 | 1.21 |
Data as of 06/04/2026, Common starting date is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POACX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS C) |
-5.25%
Apr 2021 – Apr 2024 |
-1.41%
Dec 2017 – Dec 2022 |
0.49%
Oct 2013 – Oct 2023 |
1.89%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POACX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS C) |
11.76%
Feb 2009 – Feb 2012 |
8.54%
Feb 2009 – Feb 2014 |
5.17%
Feb 2009 – Feb 2019 |
4.30%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart