Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PODBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS B) | NA | 8.07% | 7.42% | 5.81% | 7.02% | 5.73% | NA | … | … |
Data as of 10/22/2019, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PODBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS B) | 01/09/2004 | 10/22/2019 |
| 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.07 | 7.42 | 5.81 | 7.02 | 5.73 | NA | … | … | 15.85 | -9.32 | 15.43 | 7.31 | -1.66 | 3.53 | 16.79 | 13.63 | -2.77 | 13.51 | 29.92 | -34.67 | 6.35 | 13.23 | 6.84 | 8.10 |
| Sharpe Ratio | NA | 0.65 | 0.74 | 0.50 | 0.56 | NA | NA | … | … | 2.47 | -0.89 | 2.76 | 0.60 | -0.14 | 0.40 | 1.87 | 1.28 | -0.14 | 0.90 | 1.24 | -1.08 | 0.26 | 1.10 | 0.64 | 0.86 |
| Standard Deviation(%) | NA | 10.05 | 8.67 | 10.22 | 11.95 | NA | NA | … | … | 7.46 | 11.91 | 5.40 | 11.87 | 12.16 | 8.83 | 8.94 | 10.71 | 19.78 | 14.96 | 24.10 | 32.98 | 12.99 | 9.04 | 7.33 | 8.52 |
| Draw Down(%) | NA | 11.93 | 17.77 | 17.77 | 18.57 | NA | NA | … | … | 4.73 | 17.77 | 1.84 | 10.87 | 11.27 | 7.24 | 6.60 | 9.29 | 18.57 | 11.47 | 23.56 | 45.80 | 8.28 | 9.55 | 4.94 | 7.84 |
| Yield(%) | 0.00 | 19.12 | 9.81 | 7.48 | 5.72 | 5.01 | 3.73 | … | … | 0.00 | 18.46 | 3.86 | 6.04 | 6.90 | 1.49 | 0.68 | 0.45 | 0.37 | 1.00 | 0.92 | 2.95 | 5.15 | 4.19 | 1.38 | 0.55 |
Data as of 10/22/2019, 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 |
|---|---|---|---|---|
| PODBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS B) |
-13.67%
Feb 2006 – Feb 2009 |
-5.41%
Feb 2004 – Feb 2009 |
3.31%
Feb 2006 – Feb 2016 |
5.22%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PODBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS B) |
22.69%
Feb 2009 – Feb 2012 |
17.83%
Feb 2009 – Feb 2014 |
10.98%
Feb 2009 – Feb 2019 |
5.88%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart