Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POARX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS R) | NA | 1.08% | 4.01% | 2.72% | 5.06% | NA | NA | … | … |
Data as of 04/11/2019, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POARX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS R) | 10/06/2005 | 04/11/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.08 | 4.01 | 2.72 | 5.06 | NA | NA | … | … | 4.98 | -4.40 | 7.58 | 5.01 | -1.29 | 2.35 | 2.69 | 8.85 | 2.39 | 8.04 | 18.35 | -10.62 | 6.02 | 5.43 | 1.71 |
| Sharpe Ratio | NA | -0.12 | 0.95 | 0.56 | 1.21 | NA | NA | … | … | 6.06 | -1.52 | 3.24 | 0.96 | -0.26 | 0.81 | 0.80 | 3.27 | 0.49 | 1.95 | 2.56 | -1.34 | 0.89 | 0.67 | 1.84 |
| Standard Deviation(%) | NA | 3.46 | 3.33 | 3.94 | 3.96 | NA | NA | … | … | 2.88 | 3.78 | 2.15 | 4.97 | 5.03 | 2.89 | 3.33 | 2.71 | 4.84 | 4.09 | 7.13 | 8.60 | 3.39 | 3.20 | 2.66 |
| Draw Down(%) | NA | 5.57 | 7.22 | 9.02 | 9.02 | NA | NA | … | … | 0.70 | 7.22 | 1.01 | 5.15 | 6.19 | 2.49 | 4.52 | 1.71 | 5.07 | 2.76 | 8.57 | 18.61 | 1.74 | 2.30 | 0.49 |
| Yield(%) | 0.00 | 10.22 | 5.36 | 4.51 | 4.52 | 3.75 | 2.81 | … | … | 0.00 | 10.14 | 2.05 | 3.21 | 3.28 | 4.17 | 2.59 | 3.45 | 2.66 | 2.95 | 3.56 | 5.33 | 4.62 | 4.39 | 2.10 |
Data as of 04/11/2019, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POARX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS R) |
-1.73%
Feb 2006 – Feb 2009 |
1.76%
Dec 2013 – Dec 2018 |
3.62%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POARX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION CONSERVATIVE CLASS R) |
12.27%
Feb 2009 – Feb 2012 |
9.03%
Feb 2009 – Feb 2014 |
5.66%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart