Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POMBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS B) | NA | 7.76% | 6.03% | 4.75% | 5.96% | 5.21% | NA | … | … |
Data as of 10/22/2019, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POMBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS B) | 01/09/2004 | 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 | 7.76 | 6.03 | 4.75 | 5.96 | 5.21 | NA | … | … | 13.65 | -8.05 | 12.60 | 6.52 | -1.70 | 2.93 | 11.99 | 12.29 | -0.97 | 11.27 | 26.43 | -27.46 | 6.52 | 10.64 | 5.63 | 6.98 |
| Sharpe Ratio | NA | 0.81 | 0.75 | 0.51 | 0.62 | NA | NA | … | … | 2.66 | -1.02 | 2.89 | 0.67 | -0.18 | 0.44 | 1.75 | 1.56 | -0.07 | 1.02 | 1.49 | -1.17 | 0.35 | 1.03 | 0.59 | 0.94 |
| Standard Deviation(%) | NA | 7.76 | 6.72 | 8.01 | 9.03 | NA | NA | … | … | 5.86 | 9.17 | 4.16 | 9.35 | 9.67 | 6.68 | 6.82 | 7.91 | 14.57 | 10.91 | 17.62 | 24.11 | 9.94 | 7.18 | 5.84 | 6.58 |
| Draw Down(%) | NA | 9.31 | 14.75 | 14.75 | 14.75 | NA | NA | … | … | 3.31 | 14.75 | 1.49 | 8.80 | 9.44 | 5.39 | 5.90 | 6.62 | 14.11 | 8.69 | 18.07 | 37.39 | 6.07 | 7.37 | 3.81 | 6.01 |
| Yield(%) | 0.00 | 17.23 | 8.60 | 6.72 | 5.05 | 4.61 | 3.47 | … | … | 0.00 | 16.63 | 3.59 | 5.03 | 5.69 | 2.97 | 0.74 | 1.10 | 0.86 | 1.33 | 1.81 | 3.34 | 4.63 | 4.37 | 1.41 | 0.92 |
Data as of 10/22/2019, 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 |
|---|---|---|---|---|
| POMBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS B) |
-9.56%
Feb 2006 – Feb 2009 |
-3.29%
Feb 2004 – Feb 2009 |
3.49%
Feb 2006 – Feb 2016 |
4.78%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POMBX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS B) |
18.90%
Feb 2009 – Feb 2012 |
14.72%
Feb 2009 – Feb 2014 |
9.07%
Feb 2009 – Feb 2019 |
5.36%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart