Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PODAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS A) | 7.28% | 19.47% | 14.90% | -0.06% | 5.68% | 5.86% | 5.35% | … | … |
Data as of 06/05/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PODAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS A) | 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 (%) | -2.23 | 19.47 | 14.90 | -0.06 | 5.68 | 5.86 | 5.35 | … | … | 7.28 | 14.75 | 13.49 | 15.95 | -36.30 | 7.03 | 13.76 | 23.96 | -8.79 | 16.34 | 8.05 | -0.89 | 4.29 | 17.39 | 14.32 | -2.04 | 14.37 | 30.39 | -33.85 | 7.15 | 13.61 | 7.34 | 8.58 |
| Sharpe Ratio | NA | 1.59 | 0.99 | -0.15 | 0.25 | NA | NA | … | … | 1.22 | 0.83 | 1.01 | 1.27 | -1.29 | 0.52 | 0.50 | 2.52 | -0.86 | 2.97 | 0.66 | -0.08 | 0.49 | 1.97 | 1.36 | -0.11 | 0.96 | 1.27 | -1.07 | 0.31 | 1.14 | 0.70 | 0.92 |
| Standard Deviation(%) | NA | 10.59 | 11.79 | 16.94 | 15.97 | NA | NA | … | … | 12.58 | 14.42 | 9.78 | 9.78 | 29.26 | 13.36 | 27.03 | 8.94 | 11.91 | 5.31 | 11.79 | 12.05 | 8.75 | 8.83 | 10.54 | 19.51 | 14.84 | 23.76 | 32.48 | 12.93 | 8.98 | 7.26 | 8.45 |
| Draw Down(%) | NA | 7.53 | 15.02 | 42.36 | 42.36 | NA | NA | … | … | 7.53 | 15.02 | 6.12 | 9.89 | 36.97 | 11.85 | 32.11 | 4.75 | 17.33 | 1.81 | 10.70 | 10.92 | 7.09 | 6.47 | 9.12 | 18.07 | 11.12 | 23.06 | 44.90 | 8.15 | 9.50 | 4.92 | 7.64 |
| Yield(%) | 0.00 | 9.81 | 5.53 | 2.61 | 5.49 | 5.39 | 4.94 | … | … | 0.00 | 10.12 | 2.98 | 1.53 | 0.00 | 2.74 | 1.74 | 7.97 | 18.72 | 4.46 | 6.57 | 7.41 | 2.27 | 1.47 | 1.24 | 1.07 | 1.81 | 1.69 | 3.46 | 5.71 | 4.51 | 1.71 | 0.83 |
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 |
|---|---|---|---|---|
| PODAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS A) |
-12.89%
Feb 2006 – Feb 2009 |
-4.75%
Feb 2004 – Feb 2009 |
1.89%
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 |
|---|---|---|---|---|
| PODAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS A) |
23.31%
Feb 2009 – Feb 2012 |
18.48%
Feb 2009 – Feb 2014 |
11.69%
Feb 2009 – Feb 2019 |
7.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart