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PODAX: PACIFIC FUNDS PORTFOLIO OPTIMIZATION GROWTH CLASS A (MUTUAL FUND)
Basic Info 14 0.35(2.44%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 01/09/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 9.90% |
| Expenses | 2.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 7.3 | 19.5 | 14.9 | -0.1 | 5.7 | 5.8 | 5.3 | 5.6 | 14.8 | 13.5 | 15.9 | -36.3 | 7.0 | 13.8 | 24.0 | -8.8 | 16.3 | 8.1 | -0.9 | 4.3 | 17.4 | 14.3 | -2.0 | 14.4 | 30.4 | -33.8 | 7.2 | 13.6 | 7.3 | 8.6 |
| Sharpe Ratio | NA | 1.22 | 1.59 | 0.99 | -0.15 | 0.25 | NA | NA | 0.28 | 0.83 | 1.01 | 1.27 | -1.29 | 0.52 | 0.5 | 2.52 | -0.86 | 2.97 | 0.66 | -0.08 | 0.49 | 1.97 | 1.36 | -0.11 | 0.96 | 1.27 | -1.07 | 0.31 | 1.14 | 0.7 | 0.92 |
| Draw Down(%) | NA | 7.5 | 7.5 | 15.0 | 42.4 | 42.4 | NA | NA | 50.1 | 15.0 | 6.1 | 9.9 | 37.0 | 11.8 | 32.1 | 4.8 | 17.3 | 1.8 | 10.7 | 10.9 | 7.1 | 6.5 | 9.1 | 18.1 | 11.1 | 23.1 | 44.9 | 8.1 | 9.5 | 4.9 | 7.6 |
| Standard Deviation(%) | NA | 12.6 | 10.6 | 11.8 | 16.9 | 16.0 | NA | NA | 15.9 | 14.4 | 9.8 | 9.8 | 29.3 | 13.4 | 27.0 | 8.9 | 11.9 | 5.3 | 11.8 | 12.0 | 8.8 | 8.8 | 10.5 | 19.5 | 14.8 | 23.8 | 32.5 | 12.9 | 9.0 | 7.3 | 8.4 |
| Treynor Ratio | NA | 0.12 | 0.13 | 0.1 | -0.02 | 0.03 | NA | NA | 0.03 | 0.1 | 0.09 | 0.12 | -0.34 | 0.06 | 0.1 | 0.18 | -0.1 | 0.13 | 0.06 | -0.01 | 0.03 | 0.14 | 0.11 | -0.01 | 0.1 | 0.22 | -0.26 | 0.03 | 0.08 | 0.05 | 0.07 |
| Alpha | NA | 0.01 | -0.01 | 0.0 | -0.03 | -0.02 | NA | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.09 | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | -0.03 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 1.3 | 1.27 | 1.18 | 1.15 | 1.2 | NA | NA | 1.28 | 1.24 | 1.13 | 1.05 | 1.1 | 1.21 | 1.29 | 1.22 | 1.07 | 1.17 | 1.42 | 1.34 | 1.27 | 1.24 | 1.36 | 1.41 | 1.37 | 1.41 | 1.34 | 1.39 | 1.27 | 1.02 | 1.09 |
| RSquared | NA | 0.96 | 0.96 | 0.96 | 0.61 | 0.75 | NA | NA | 0.85 | 0.97 | 0.95 | 0.93 | 0.41 | 0.57 | 0.98 | 0.95 | 0.78 | 0.77 | 0.89 | 0.93 | 0.93 | 0.93 | 0.9 | 0.97 | 0.95 | 0.96 | 0.94 | 0.96 | 0.88 | 0.84 | 0.83 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 3.0 | 1.5 | 0.0 | 2.7 | 1.7 | 8.0 | 18.7 | 4.5 | 6.6 | 7.4 | 2.3 | 1.5 | 1.2 | 1.1 | 1.8 | 1.7 | 3.5 | 5.7 | 4.5 | 1.7 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 277.5 | 121.2 | N/A | -100.0 | 73.7 | -74.5 | -69.0 | 370.1 | -29.7 | -19.6 | 234.4 | 75.1 | 34.0 | 12.8 | -33.9 | 40.0 | -68.9 | -39.1 | 36.1 | 184.8 | 121.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2003
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