Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POEBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS B) | NA | 8.69% | 8.98% | 6.61% | 7.62% | 5.97% | NA | … | … |
Data as of 10/22/2019, Common starting date is 01/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POEBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS B) | 01/14/2004 | 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 | 8.69 | 8.98 | 6.61 | 7.62 | 5.97 | NA | … | … | 17.83 | -9.84 | 18.26 | 7.79 | -2.30 | 3.53 | 19.46 | 14.44 | -5.05 | 15.41 | 32.92 | -40.99 | 5.79 | 16.76 | 8.42 | 8.92 |
| Sharpe Ratio | NA | 0.61 | 0.78 | 0.50 | 0.51 | NA | NA | … | … | 2.37 | -0.80 | 2.72 | 0.55 | -0.17 | 0.35 | 1.90 | 1.12 | -0.21 | 0.84 | 1.13 | -1.01 | 0.17 | 1.26 | 0.72 | 0.81 |
| Standard Deviation(%) | NA | 11.80 | 10.23 | 11.81 | 14.22 | NA | NA | … | … | 8.84 | 13.95 | 6.51 | 13.76 | 13.65 | 10.11 | 10.22 | 12.90 | 24.31 | 18.21 | 29.14 | 41.30 | 16.33 | 10.74 | 8.72 | 10.26 |
| Draw Down(%) | NA | 13.79 | 19.66 | 19.66 | 22.68 | NA | NA | … | … | 5.67 | 19.66 | 2.26 | 12.33 | 12.68 | 8.21 | 6.94 | 11.56 | 22.68 | 13.87 | 27.30 | 52.84 | 10.47 | 11.50 | 6.05 | 9.20 |
| Yield(%) | 0.00 | 18.55 | 10.12 | 6.96 | 5.32 | 4.72 | 3.48 | … | … | 0.00 | 17.98 | 4.01 | 6.85 | 2.28 | 1.33 | 0.13 | 0.04 | 0.00 | 0.79 | 0.34 | 2.52 | 5.23 | 4.78 | 1.20 | 0.30 |
Data as of 10/22/2019, Common starting date is 01/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS B) |
-17.01%
Feb 2006 – Feb 2009 |
-6.99%
Feb 2004 – Feb 2009 |
2.72%
Feb 2006 – Feb 2016 |
5.40%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS B) |
25.24%
Feb 2009 – Feb 2012 |
19.77%
Feb 2009 – Feb 2014 |
12.20%
Feb 2009 – Feb 2019 |
6.11%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart