Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POMDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE ADVISOR CLASS) | 7.78% | 18.39% | 13.76% | 5.68% | 8.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POMDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE ADVISOR CLASS) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 18.39 | 13.76 | 5.68 | 8.11 | NA | NA | … | … | 7.78 | 13.21 | 11.92 | 14.19 | -18.54 | 12.38 | 14.87 | 20.67 | -7.09 | 13.78 | 7.50 | -0.74 | 3.98 | 10.05 |
| Sharpe Ratio | NA | 1.99 | 1.15 | 0.30 | 0.59 | NA | NA | … | … | 1.70 | 0.91 | 1.03 | 1.33 | -1.31 | 1.43 | 0.69 | 2.84 | -0.93 | 3.13 | 0.79 | -0.08 | 0.60 | 1.47 |
| Standard Deviation(%) | NA | 8.35 | 9.45 | 10.68 | 11.14 | NA | NA | … | … | 10.07 | 11.35 | 8.04 | 7.97 | 15.32 | 8.63 | 21.08 | 6.77 | 9.16 | 4.21 | 9.25 | 9.47 | 6.65 | 6.87 |
| Draw Down(%) | NA | 6.39 | 12.02 | 24.73 | 26.54 | NA | NA | … | … | 6.39 | 12.02 | 4.71 | 7.98 | 23.79 | 4.33 | 26.54 | 3.32 | 13.93 | 1.39 | 8.66 | 9.02 | 5.26 | 5.70 |
| Yield(%) | 0.00 | 7.97 | 4.91 | 6.53 | 7.39 | 5.96 | 4.47 | … | … | 0.00 | 8.21 | 3.27 | 1.94 | 15.14 | 9.11 | 3.62 | 5.93 | 17.10 | 4.39 | 5.80 | 6.40 | 3.96 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| POMDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE ADVISOR CLASS) |
-0.15%
Apr 2021 – Apr 2024 |
2.43%
Mar 2015 – Mar 2020 |
4.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POMDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE ADVISOR CLASS) |
15.92%
Dec 2018 – Dec 2021 |
10.91%
Oct 2016 – Oct 2021 |
8.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart