Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POBCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS C) | 3.46% | 11.33% | 9.18% | -0.91% | 3.06% | 3.24% | 3.52% | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POBCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS C) | 01/09/2004 | 06/05/2026 |
| 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 (%) | -1.42 | 11.33 | 9.18 | -0.91 | 3.06 | 3.24 | 3.52 | … | … | 3.46 | 10.57 | 7.41 | 10.50 | -27.64 | 2.21 | 11.55 | 14.78 | -6.49 | 9.64 | 5.42 | -1.70 | 2.67 | 7.02 | 10.21 | 0.27 | 9.10 | 21.64 | -19.50 | 5.92 | 7.65 | 3.51 | 4.73 |
| Sharpe Ratio | NA | 1.77 | 0.97 | -0.30 | 0.18 | NA | NA | … | … | 1.33 | 0.95 | 0.64 | 1.07 | -1.69 | 0.29 | 0.75 | 2.96 | -1.34 | 3.14 | 0.77 | -0.25 | 0.56 | 1.40 | 2.03 | 0.03 | 1.26 | 1.80 | -1.28 | 0.42 | 0.83 | 0.30 | 0.82 |
| Standard Deviation(%) | NA | 6.18 | 7.03 | 10.01 | 9.12 | NA | NA | … | … | 7.57 | 8.10 | 5.96 | 6.42 | 17.22 | 7.51 | 14.97 | 4.49 | 5.90 | 2.87 | 6.73 | 6.82 | 4.77 | 4.99 | 5.06 | 9.47 | 7.18 | 11.95 | 15.97 | 6.59 | 5.10 | 4.19 | 4.71 |
| Draw Down(%) | NA | 5.20 | 8.71 | 32.01 | 32.01 | NA | NA | … | … | 5.20 | 8.45 | 3.16 | 6.69 | 27.97 | 7.42 | 21.03 | 2.12 | 11.02 | 1.08 | 6.53 | 7.43 | 3.76 | 5.15 | 4.08 | 9.72 | 5.80 | 13.40 | 28.56 | 3.77 | 4.72 | 2.67 | 4.58 |
| Yield(%) | 0.00 | 1.36 | 2.66 | 1.49 | 3.43 | 3.30 | 3.40 | … | … | 0.00 | 1.40 | 3.74 | 2.74 | 0.00 | 1.81 | 2.20 | 1.54 | 15.50 | 2.85 | 3.88 | 4.63 | 3.11 | 1.43 | 1.92 | 1.37 | 2.04 | 2.44 | 4.11 | 4.05 | 4.23 | 1.50 | 1.14 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| POBCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS C) |
-7.66%
Apr 2021 – Apr 2024 |
-2.40%
Dec 2017 – Dec 2022 |
0.52%
Oct 2013 – Oct 2023 |
1.79%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POBCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS C) |
15.05%
Feb 2009 – Feb 2012 |
11.44%
Feb 2009 – Feb 2014 |
7.01%
Feb 2009 – Feb 2019 |
5.07%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart