Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POEDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH ADVISOR CLASS) | 8.55% | 24.60% | 17.76% | 7.95% | 11.01% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POEDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH ADVISOR CLASS) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.46 | 24.60 | 17.76 | 7.95 | 11.01 | NA | NA | … | … | 8.55 | 18.77 | 15.40 | 18.75 | -21.04 | 19.10 | 16.57 | 27.28 | -9.11 | 19.41 | 8.90 | -1.31 | 4.43 | 17.18 |
| Sharpe Ratio | NA | 1.79 | 1.05 | 0.35 | 0.57 | NA | NA | … | … | 1.31 | 0.94 | 1.01 | 1.31 | -1.02 | 1.51 | 0.51 | 2.45 | -0.76 | 2.89 | 0.64 | -0.10 | 0.45 | 1.75 |
| Standard Deviation(%) | NA | 12.29 | 13.80 | 15.57 | 16.55 | NA | NA | … | … | 14.24 | 16.97 | 11.62 | 11.65 | 22.05 | 12.66 | 31.84 | 10.53 | 13.86 | 6.52 | 13.52 | 13.31 | 9.87 | 9.86 |
| Draw Down(%) | NA | 8.50 | 17.47 | 29.21 | 35.83 | NA | NA | … | … | 8.50 | 17.47 | 7.29 | 11.40 | 27.98 | 6.22 | 35.83 | 5.74 | 19.07 | 2.26 | 12.06 | 12.07 | 7.78 | 6.71 |
| Yield(%) | 0.00 | 10.06 | 5.72 | 8.05 | 9.48 | 7.85 | 5.89 | … | … | 0.00 | 10.42 | 2.45 | 1.99 | 20.81 | 11.68 | 3.88 | 9.47 | 18.21 | 4.78 | 7.51 | 3.27 | 2.35 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH ADVISOR CLASS) |
0.32%
Mar 2017 – Mar 2020 |
2.23%
Mar 2015 – Mar 2020 |
6.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH ADVISOR CLASS) |
20.90%
Dec 2018 – Dec 2021 |
14.88%
Oct 2016 – Oct 2021 |
11.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart