Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POCAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS A) | 7.72% | 18.15% | 13.47% | 0.06% | 4.98% | 5.13% | 5.03% | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POCAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE 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 (%) | 0.31 | 18.15 | 13.47 | 0.06 | 4.98 | 5.13 | 5.03 | … | … | 7.72 | 9.84 | 8.43 | 13.95 | -33.64 | 5.62 | 13.73 | 20.35 | -7.33 | 13.50 | 7.21 | -0.92 | 3.74 | 12.63 | 13.00 | -0.19 | 12.40 | 27.08 | -26.72 | 7.29 | 11.19 | 6.11 | 7.44 |
| Sharpe Ratio | NA | 1.97 | 1.12 | -0.17 | 0.26 | NA | NA | … | … | 1.69 | 0.59 | 0.21 | 1.23 | -1.40 | 0.51 | 0.63 | 2.79 | -0.95 | 3.12 | 0.76 | -0.10 | 0.56 | 1.85 | 1.67 | -0.02 | 1.13 | 1.55 | -1.16 | 0.44 | 1.12 | 0.67 | 1.02 |
| Standard Deviation(%) | NA | 8.32 | 9.44 | 14.14 | 12.99 | NA | NA | … | … | 10.03 | 12.00 | 8.69 | 7.94 | 25.13 | 10.90 | 21.20 | 6.80 | 9.12 | 4.14 | 9.26 | 9.54 | 6.62 | 6.80 | 7.82 | 14.38 | 10.85 | 17.39 | 23.78 | 9.83 | 7.13 | 5.91 | 6.54 |
| Draw Down(%) | NA | 6.47 | 12.03 | 38.69 | 38.69 | NA | NA | … | … | 6.47 | 12.03 | 6.01 | 8.07 | 34.12 | 9.54 | 26.59 | 3.33 | 14.09 | 1.40 | 8.66 | 9.10 | 5.27 | 5.78 | 6.49 | 13.76 | 8.29 | 17.84 | 36.77 | 5.96 | 7.34 | 3.80 | 5.72 |
| Yield(%) | 0.00 | 7.53 | 4.69 | 2.37 | 4.84 | 4.74 | 4.62 | … | … | 0.00 | 7.75 | 3.24 | 1.89 | 0.00 | 2.63 | 2.54 | 5.75 | 16.96 | 4.18 | 5.59 | 6.21 | 3.71 | 1.51 | 1.87 | 1.54 | 2.35 | 2.57 | 3.98 | 5.31 | 4.83 | 1.81 | 1.17 |
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 |
|---|---|---|---|---|
| POCAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS A) |
-8.85%
Feb 2006 – Feb 2009 |
-2.67%
Feb 2004 – Feb 2009 |
1.53%
Oct 2013 – Oct 2023 |
2.64%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POCAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS A) |
19.75%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.85%
Feb 2009 – Feb 2019 |
6.81%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart