Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POMCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS C) | 7.33% | 17.16% | 12.62% | -0.88% | 4.10% | 4.30% | 4.21% | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POMCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS C) | 01/09/2004 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 17.16 | 12.62 | -0.88 | 4.10 | 4.30 | 4.21 | … | … | 7.33 | 12.15 | 10.71 | 13.16 | -34.71 | 4.74 | 12.84 | 19.49 | -7.96 | 12.54 | 6.53 | -1.70 | 2.95 | 11.98 | 12.31 | -0.93 | 11.21 | 26.48 | -27.50 | 6.55 | 10.67 | 5.64 | 6.86 |
| Sharpe Ratio | NA | 1.86 | 1.03 | -0.23 | 0.19 | NA | NA | … | … | 1.58 | 0.82 | 0.89 | 1.19 | -1.41 | 0.46 | 0.59 | 2.66 | -1.02 | 2.85 | 0.67 | -0.18 | 0.44 | 1.75 | 1.55 | -0.07 | 1.01 | 1.50 | -1.17 | 0.34 | 1.03 | 0.58 | 0.91 |
| Standard Deviation(%) | NA | 8.31 | 9.46 | 14.39 | 13.08 | NA | NA | … | … | 10.09 | 11.38 | 7.98 | 8.05 | 25.73 | 10.32 | 21.20 | 6.77 | 9.20 | 4.19 | 9.38 | 9.66 | 6.70 | 6.83 | 7.95 | 14.59 | 11.04 | 17.53 | 24.17 | 9.90 | 7.08 | 5.87 | 6.65 |
| Draw Down(%) | NA | 6.47 | 12.27 | 39.74 | 39.74 | NA | NA | … | … | 6.47 | 12.07 | 4.66 | 8.23 | 35.14 | 9.81 | 26.62 | 3.33 | 14.77 | 1.42 | 8.81 | 9.46 | 5.40 | 5.83 | 6.62 | 14.13 | 8.78 | 17.99 | 37.37 | 6.08 | 7.38 | 3.82 | 5.93 |
| Yield(%) | 0.00 | 5.19 | 3.65 | 1.81 | 4.24 | 4.04 | 3.90 | … | … | 0.00 | 5.33 | 3.11 | 1.70 | 0.00 | 2.04 | 1.95 | 4.80 | 16.68 | 3.59 | 5.04 | 5.70 | 2.99 | 0.79 | 1.11 | 0.82 | 1.36 | 1.82 | 3.32 | 4.66 | 4.39 | 1.42 | 0.90 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| POMCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS C) |
-9.67%
Apr 2021 – Apr 2024 |
-3.32%
Feb 2004 – Feb 2009 |
0.69%
Oct 2013 – Oct 2023 |
1.81%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POMCX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE CLASS C) |
18.98%
Feb 2009 – Feb 2012 |
14.76%
Feb 2009 – Feb 2014 |
9.10%
Feb 2009 – Feb 2019 |
6.03%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart