Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PODCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS C) | 9.69% | 21.41% | 14.99% | -0.56% | 5.01% | 5.18% | 4.66% | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PODCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION 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 (%) | 0.37 | 21.41 | 14.99 | -0.56 | 5.01 | 5.18 | 4.66 | … | … | 9.69 | 13.91 | 12.59 | 15.12 | -37.42 | 5.89 | 12.87 | 23.03 | -9.43 | 15.41 | 7.33 | -1.65 | 3.58 | 16.71 | 13.66 | -2.80 | 13.69 | 30.03 | -34.75 | 6.39 | 13.16 | 6.86 | 8.04 |
| Sharpe Ratio | NA | 1.92 | 1.03 | -0.18 | 0.21 | NA | NA | … | … | 1.80 | 0.77 | 0.91 | 1.17 | -1.29 | 0.45 | 0.46 | 2.42 | -0.91 | 2.78 | 0.60 | -0.14 | 0.40 | 1.88 | 1.28 | -0.14 | 0.91 | 1.23 | -1.08 | 0.25 | 1.08 | 0.63 | 0.85 |
| Standard Deviation(%) | NA | 10.24 | 11.76 | 17.26 | 16.11 | NA | NA | … | … | 12.19 | 14.39 | 9.89 | 9.87 | 30.14 | 12.94 | 27.12 | 8.90 | 11.89 | 5.33 | 11.90 | 12.16 | 8.85 | 8.89 | 10.75 | 19.73 | 14.99 | 24.25 | 33.12 | 13.05 | 9.06 | 7.32 | 8.52 |
| Draw Down(%) | NA | 7.62 | 15.21 | 43.62 | 43.62 | NA | NA | … | … | 7.62 | 15.11 | 6.08 | 10.07 | 38.07 | 12.13 | 32.18 | 4.81 | 17.88 | 1.85 | 10.90 | 11.30 | 7.25 | 6.61 | 9.31 | 18.62 | 11.47 | 23.52 | 45.83 | 8.23 | 9.56 | 4.95 | 7.85 |
| Yield(%) | 0.00 | 7.88 | 4.61 | 2.12 | 4.93 | 4.70 | 4.26 | … | … | 0.00 | 8.11 | 2.89 | 1.35 | 0.00 | 2.18 | 1.18 | 7.12 | 18.56 | 3.87 | 6.05 | 6.93 | 1.54 | 0.74 | 0.46 | 0.35 | 1.04 | 0.93 | 2.96 | 5.19 | 4.20 | 1.39 | 0.58 |
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 |
|---|---|---|---|---|
| PODCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS C) |
-13.74%
Feb 2006 – Feb 2009 |
-5.46%
Feb 2004 – Feb 2009 |
0.99%
Oct 2013 – Oct 2023 |
1.81%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PODCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS C) |
22.78%
Feb 2009 – Feb 2012 |
17.91%
Feb 2009 – Feb 2014 |
11.01%
Feb 2009 – Feb 2019 |
7.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart