Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PODRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS R) | NA | 1.18% | 8.33% | 5.62% | 9.81% | NA | NA | … | … |
Data as of 04/11/2019, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PODRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS R) | 10/06/2005 | 04/11/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.18 | 8.33 | 5.62 | 9.81 | NA | NA | … | … | 10.35 | -8.84 | 16.02 | 7.83 | -1.14 | 4.04 | 17.12 | 14.07 | -2.28 | 14.11 | 30.06 | -33.99 | 7.00 | 13.61 | 4.85 |
| Sharpe Ratio | NA | -0.03 | 0.79 | 0.49 | 0.76 | NA | NA | … | … | 4.52 | -0.86 | 2.87 | 0.65 | -0.10 | 0.46 | 1.94 | 1.34 | -0.12 | 0.94 | 1.26 | -1.07 | 0.31 | 1.15 | 2.60 |
| Standard Deviation(%) | NA | 10.69 | 9.46 | 10.27 | 12.52 | NA | NA | … | … | 9.04 | 11.89 | 5.38 | 11.77 | 12.06 | 8.81 | 8.79 | 10.56 | 19.50 | 14.86 | 23.77 | 32.60 | 12.96 | 9.00 | 7.63 |
| Draw Down(%) | NA | 15.94 | 17.32 | 17.32 | 18.18 | NA | NA | … | … | 1.90 | 17.32 | 1.82 | 10.71 | 11.06 | 7.17 | 6.48 | 9.13 | 18.18 | 11.20 | 23.18 | 45.08 | 8.15 | 9.43 | 1.81 |
| Yield(%) | 0.00 | 18.85 | 10.74 | 7.97 | 8.12 | 4.93 | 3.69 | … | … | 0.00 | 18.61 | 4.26 | 6.35 | 7.23 | 2.02 | 1.19 | 0.99 | 0.83 | 1.57 | 1.49 | 3.31 | 5.55 | 4.51 | 1.33 |
Data as of 04/11/2019, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PODRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS R) |
-13.04%
Feb 2006 – Feb 2009 |
-0.43%
May 2007 – May 2012 |
3.82%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PODRX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS R) |
23.04%
Feb 2009 – Feb 2012 |
18.24%
Feb 2009 – Feb 2014 |
11.45%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart