Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POERX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS R) | NA | 1.47% | 9.82% | 6.27% | 10.67% | NA | NA | … | … |
Data as of 04/11/2019, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POERX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-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 | 1.47 | 9.82 | 6.27 | 10.67 | NA | NA | … | … | 11.77 | -9.43 | 18.86 | 8.35 | -1.83 | 3.94 | 19.71 | 14.75 | -4.44 | 15.65 | 33.00 | -40.20 | 6.34 | 17.21 | 5.89 |
| Sharpe Ratio | NA | 0.00 | 0.81 | 0.49 | 0.70 | NA | NA | … | … | 4.48 | -0.77 | 2.81 | 0.60 | -0.14 | 0.39 | 1.96 | 1.17 | -0.19 | 0.87 | 1.16 | -1.01 | 0.21 | 1.30 | 2.80 |
| Standard Deviation(%) | NA | 12.46 | 11.11 | 11.80 | 14.81 | NA | NA | … | … | 10.62 | 13.96 | 6.51 | 13.54 | 13.43 | 9.98 | 10.03 | 12.70 | 23.81 | 17.85 | 28.48 | 40.74 | 16.19 | 10.75 | 8.95 |
| Draw Down(%) | NA | 18.16 | 19.33 | 19.33 | 22.18 | NA | NA | … | … | 2.28 | 19.33 | 2.22 | 12.12 | 12.33 | 7.90 | 6.76 | 11.30 | 22.18 | 13.49 | 26.78 | 52.05 | 10.39 | 11.37 | 2.04 |
| Yield(%) | 0.00 | 18.20 | 11.03 | 7.42 | 7.78 | 4.53 | 3.40 | … | … | 0.00 | 18.00 | 4.40 | 7.15 | 2.77 | 1.84 | 0.66 | 0.58 | 0.28 | 0.90 | 1.13 | 2.50 | 5.63 | 5.10 | 1.09 |
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 |
|---|---|---|---|---|
| POERX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS R) |
-16.28%
Feb 2006 – Feb 2009 |
-2.61%
May 2007 – May 2012 |
3.20%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POERX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS R) |
25.40%
Feb 2009 – Feb 2012 |
20.01%
Feb 2009 – Feb 2014 |
12.58%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart