Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POBRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS R) | NA | 0.86% | 5.24% | 3.68% | 6.56% | NA | NA | … | … |
Data as of 04/11/2019, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POBRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-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 | 0.86 | 5.24 | 3.68 | 6.56 | NA | NA | … | … | 6.67 | -6.04 | 10.22 | 5.87 | -1.17 | 3.09 | 7.52 | 10.63 | 0.79 | 9.63 | 22.12 | -19.04 | 6.45 | 8.11 | 2.78 |
| Sharpe Ratio | NA | -0.12 | 0.88 | 0.57 | 0.99 | NA | NA | … | … | 5.57 | -1.23 | 3.32 | 0.85 | -0.18 | 0.65 | 1.51 | 2.07 | 0.08 | 1.33 | 1.87 | -1.25 | 0.52 | 0.94 | 2.24 |
| Standard Deviation(%) | NA | 5.38 | 4.98 | 5.57 | 6.38 | NA | NA | … | … | 4.40 | 5.98 | 2.90 | 6.66 | 6.76 | 4.75 | 4.95 | 5.14 | 9.36 | 7.18 | 11.79 | 15.86 | 6.61 | 5.14 | 4.40 |
| Draw Down(%) | NA | 8.82 | 10.65 | 10.65 | 10.65 | NA | NA | … | … | 0.95 | 10.65 | 1.07 | 6.38 | 7.13 | 3.72 | 5.11 | 4.06 | 9.49 | 5.68 | 13.34 | 28.23 | 3.75 | 4.70 | 0.95 |
| Yield(%) | 0.00 | 15.83 | 8.19 | 6.32 | 5.82 | 4.27 | 3.20 | … | … | 0.00 | 15.68 | 3.25 | 4.26 | 4.95 | 3.44 | 1.78 | 2.28 | 1.79 | 2.47 | 2.97 | 4.58 | 4.50 | 4.68 | 1.75 |
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 |
|---|---|---|---|---|
| POBRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS R) |
-5.43%
Feb 2006 – Feb 2009 |
2.24%
Dec 2013 – Dec 2018 |
3.79%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POBRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE CLASS R) |
15.51%
Feb 2009 – Feb 2012 |
11.91%
Feb 2009 – Feb 2014 |
7.49%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart