Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POBAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS A) | 5.37% | 13.77% | 10.60% | 0.26% | 4.06% | 4.15% | 4.38% | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POBAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS A) | 01/09/2004 | 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 (%) | 0.17 | 13.77 | 10.60 | 0.26 | 4.06 | 4.15 | 4.38 | … | … | 5.37 | 12.11 | 4.35 | 11.33 | -26.75 | 3.12 | 12.39 | 15.65 | -5.79 | 10.45 | 6.11 | -0.97 | 3.45 | 7.78 | 10.83 | 1.12 | 9.84 | 22.28 | -18.76 | 6.64 | 8.20 | 4.05 | 5.21 |
| Sharpe Ratio | NA | 1.90 | 1.08 | -0.22 | 0.27 | NA | NA | … | … | 1.41 | 1.16 | -0.31 | 1.11 | -1.68 | 0.37 | 0.81 | 3.17 | -1.21 | 3.38 | 0.89 | -0.15 | 0.73 | 1.55 | 2.14 | 0.12 | 1.36 | 1.88 | -1.24 | 0.56 | 0.97 | 0.45 | 0.92 |
| Standard Deviation(%) | NA | 6.25 | 7.09 | 9.90 | 9.14 | NA | NA | … | … | 7.72 | 8.15 | 7.15 | 6.46 | 16.85 | 8.40 | 15.00 | 4.50 | 5.90 | 2.92 | 6.65 | 6.72 | 4.69 | 4.99 | 5.08 | 9.33 | 7.15 | 11.78 | 15.80 | 6.50 | 5.11 | 4.15 | 4.77 |
| Draw Down(%) | NA | 5.15 | 8.39 | 30.99 | 30.99 | NA | NA | … | … | 5.15 | 8.29 | 6.27 | 6.61 | 27.07 | 7.20 | 20.92 | 2.06 | 10.43 | 1.06 | 6.35 | 7.03 | 3.63 | 5.10 | 3.96 | 9.30 | 5.61 | 13.21 | 28.06 | 3.75 | 4.70 | 2.66 | 4.48 |
| Yield(%) | 0.00 | 3.20 | 3.44 | 1.96 | 3.98 | 3.90 | 4.03 | … | … | 0.00 | 3.30 | 3.86 | 2.89 | 0.00 | 2.40 | 2.79 | 2.62 | 15.74 | 3.43 | 4.43 | 5.13 | 3.63 | 1.96 | 2.60 | 2.03 | 2.68 | 3.17 | 4.76 | 4.69 | 4.68 | 1.94 | 1.43 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| POBAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS A) |
-6.76%
Apr 2021 – Apr 2024 |
-1.55%
Dec 2017 – Dec 2022 |
1.33%
Oct 2013 – Oct 2023 |
2.57%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POBAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS A) |
15.79%
Feb 2009 – Feb 2012 |
12.17%
Feb 2009 – Feb 2014 |
7.75%
Feb 2009 – Feb 2019 |
5.83%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart