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POEAX: PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS A (MUTUAL FUND)
Basic Info 15.99 0.44(2.68%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 01/09/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 8.18% |
| Expenses | 2.01% |
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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(%) | -2.4 | 8.5 | 22.2 | 16.9 | -0.4 | 6.3 | 6.1 | 5.3 | 5.8 | 16.7 | 15.1 | 18.5 | -41.9 | 10.5 | 13.7 | 26.9 | -9.3 | 19.2 | 8.6 | -1.6 | 4.2 | 19.9 | 14.9 | -4.2 | 15.9 | 33.3 | -40.0 | 6.5 | 17.2 | 9.0 | 9.7 |
| Sharpe Ratio | NA | 1.29 | 1.6 | 0.99 | -0.14 | 0.24 | NA | NA | 0.24 | 0.82 | 1.01 | 1.31 | -1.18 | 0.7 | 0.42 | 2.4 | -0.77 | 2.86 | 0.62 | -0.12 | 0.42 | 1.99 | 1.18 | -0.18 | 0.89 | 1.17 | -1.01 | 0.21 | 1.29 | 0.78 | 0.88 |
| Draw Down(%) | NA | 8.6 | 8.6 | 17.5 | 47.7 | 47.7 | NA | NA | 57.5 | 17.5 | 7.3 | 11.5 | 42.7 | 12.7 | 35.9 | 5.7 | 19.3 | 2.3 | 12.1 | 12.2 | 7.9 | 6.7 | 11.2 | 22.0 | 13.3 | 26.6 | 51.9 | 10.4 | 11.4 | 6.0 | 9.1 |
| Standard Deviation(%) | NA | 14.3 | 12.2 | 13.7 | 20.6 | 19.2 | NA | NA | 19.1 | 16.9 | 11.4 | 11.5 | 36.8 | 14.9 | 31.9 | 10.6 | 14.0 | 6.5 | 13.5 | 13.4 | 9.9 | 10.0 | 12.7 | 23.6 | 17.8 | 28.3 | 40.6 | 16.2 | 10.7 | 8.7 | 10.2 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.1 | -0.02 | 0.03 | NA | NA | 0.03 | 0.1 | 0.09 | 0.13 | -0.34 | 0.07 | 0.09 | 0.18 | -0.09 | 0.13 | 0.05 | -0.01 | 0.03 | 0.14 | 0.09 | -0.02 | 0.1 | 0.2 | -0.24 | 0.02 | 0.09 | 0.06 | 0.07 |
| Alpha | NA | 0.01 | -0.01 | 0.0 | -0.03 | -0.02 | NA | NA | -0.02 | 0.0 | -0.01 | -0.01 | -0.1 | -0.03 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.04 | -0.02 | -0.01 | -0.04 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 |
| Beta | NA | 1.47 | 1.46 | 1.36 | 1.34 | 1.41 | NA | NA | 1.53 | 1.44 | 1.28 | 1.2 | 1.29 | 1.44 | 1.52 | 1.45 | 1.25 | 1.43 | 1.67 | 1.48 | 1.43 | 1.4 | 1.64 | 1.71 | 1.63 | 1.67 | 1.67 | 1.73 | 1.51 | 1.22 | 1.31 |
| RSquared | NA | 0.96 | 0.94 | 0.93 | 0.58 | 0.73 | NA | NA | 0.84 | 0.96 | 0.9 | 0.89 | 0.38 | 0.65 | 0.98 | 0.94 | 0.77 | 0.78 | 0.93 | 0.92 | 0.93 | 0.93 | 0.89 | 0.97 | 0.95 | 0.96 | 0.93 | 0.95 | 0.87 | 0.84 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.4 | 2.4 | 1.9 | 0.0 | 3.1 | 1.4 | 9.3 | 18.1 | 4.6 | 7.3 | 3.0 | 2.1 | 0.9 | 0.8 | 0.5 | 1.0 | 1.2 | 2.5 | 5.7 | 5.1 | 1.5 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 294.1 | 43.1 | N/A | -100.0 | 145.0 | -82.0 | -62.6 | 352.4 | -34.9 | 127.9 | 47.9 | 166.9 | 24.2 | 63.8 | -45.3 | 10.4 | -70.7 | -56.7 | 24.1 | 272.6 | 203.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2003
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