Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POCEX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS C) | 11.10% | 24.62% | 17.06% | -1.06% | 5.49% | 5.47% | 4.59% | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POCEX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS C) | 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 (%) | 0.27 | 24.62 | 17.06 | -1.06 | 5.49 | 5.47 | 4.59 | … | … | 11.10 | 15.85 | 14.23 | 17.58 | -43.40 | 9.29 | 12.73 | 26.10 | -10.02 | 18.24 | 7.88 | -2.34 | 3.51 | 19.44 | 14.46 | -5.05 | 15.06 | 32.89 | -40.95 | 5.82 | 16.77 | 8.41 | 9.25 |
| Sharpe Ratio | NA | 1.94 | 1.04 | -0.17 | 0.20 | NA | NA | … | … | 1.89 | 0.77 | 0.92 | 1.20 | -1.17 | 0.64 | 0.39 | 2.32 | -0.82 | 2.69 | 0.56 | -0.17 | 0.34 | 1.91 | 1.12 | -0.21 | 0.82 | 1.12 | -1.01 | 0.16 | 1.24 | 0.71 | 0.84 |
| Standard Deviation(%) | NA | 11.88 | 13.68 | 21.20 | 19.44 | NA | NA | … | … | 13.78 | 16.87 | 11.54 | 11.75 | 38.39 | 14.50 | 31.84 | 10.60 | 13.95 | 6.57 | 13.72 | 13.66 | 10.13 | 10.13 | 12.94 | 24.29 | 18.23 | 29.15 | 41.36 | 16.36 | 10.81 | 8.73 | 10.14 |
| Draw Down(%) | NA | 8.60 | 17.66 | 49.21 | 49.21 | NA | NA | … | … | 8.60 | 17.53 | 7.32 | 11.64 | 44.11 | 12.99 | 35.90 | 5.77 | 19.81 | 2.26 | 12.35 | 12.75 | 8.21 | 6.87 | 11.56 | 22.68 | 14.13 | 27.42 | 52.88 | 10.54 | 11.51 | 6.14 | 9.29 |
| Yield(%) | 0.00 | 6.74 | 4.20 | 1.91 | 5.08 | 4.57 | 4.00 | … | … | 0.00 | 6.97 | 2.36 | 1.86 | 0.00 | 2.63 | 0.89 | 8.63 | 18.05 | 4.04 | 6.86 | 2.31 | 1.38 | 0.19 | 0.05 | 0.00 | 0.48 | 0.32 | 2.52 | 5.26 | 4.78 | 1.18 | 0.30 |
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 |
|---|---|---|---|---|
| POCEX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS C) |
-17.02%
Feb 2006 – Feb 2009 |
-7.01%
Feb 2004 – Feb 2009 |
0.81%
Oct 2013 – Oct 2023 |
1.20%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POCEX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS C) |
25.17%
Feb 2009 – Feb 2012 |
19.73%
Feb 2009 – Feb 2014 |
12.16%
Feb 2009 – Feb 2019 |
7.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart