Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POBBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS B) | NA | 7.03% | 4.34% | 3.55% | 4.62% | 4.28% | NA | … | … |
Data as of 10/22/2019, Common starting date is 01/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POBBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS B) | 01/12/2004 | 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 | 7.03 | 4.34 | 3.55 | 4.62 | 4.28 | NA | … | … | 10.45 | -6.51 | 9.72 | 5.33 | -1.70 | 2.65 | 7.08 | 10.17 | 0.32 | 9.08 | 21.64 | -19.50 | 5.85 | 7.65 | 3.51 | 4.61 |
| Sharpe Ratio | NA | 1.11 | 0.73 | 0.52 | 0.70 | NA | NA | … | … | 2.96 | -1.32 | 3.14 | 0.76 | -0.25 | 0.56 | 1.41 | 1.96 | 0.03 | 1.24 | 1.81 | -1.27 | 0.43 | 0.85 | 0.32 | 0.79 |
| Standard Deviation(%) | NA | 4.96 | 4.47 | 5.55 | 6.11 | NA | NA | … | … | 3.91 | 5.93 | 2.91 | 6.71 | 6.86 | 4.75 | 4.98 | 5.20 | 9.46 | 7.23 | 11.90 | 16.00 | 6.57 | 5.14 | 4.26 | 4.83 |
| Draw Down(%) | NA | 5.79 | 11.01 | 11.01 | 11.01 | NA | NA | … | … | 1.88 | 11.01 | 1.08 | 6.52 | 7.42 | 3.83 | 5.15 | 4.08 | 9.80 | 5.81 | 13.40 | 28.63 | 3.77 | 4.81 | 2.77 | 4.58 |
| Yield(%) | 0.00 | 16.08 | 7.48 | 5.87 | 4.42 | 4.12 | 3.09 | … | … | 0.00 | 15.46 | 2.84 | 3.89 | 4.63 | 3.09 | 1.40 | 1.88 | 1.42 | 2.02 | 2.44 | 4.10 | 3.99 | 4.23 | 1.50 | 1.13 |
Data as of 10/22/2019, Common starting date is 01/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POBBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS B) |
-5.91%
Feb 2006 – Feb 2009 |
-1.96%
Feb 2004 – Feb 2009 |
3.30%
Feb 2006 – Feb 2016 |
3.92%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POBBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS B) |
15.02%
Feb 2009 – Feb 2012 |
11.42%
Feb 2009 – Feb 2014 |
6.99%
Feb 2009 – Feb 2019 |
4.40%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart