Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POEAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS A) | 8.82% | 21.59% | 16.74% | -0.41% | 6.21% | 6.24% | 5.46% | … | … |
Data as of 06/08/2026, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POEAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS A) | 01/09/2004 | 06/08/2026 |
| 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 (%) | -2.20 | 21.59 | 16.74 | -0.41 | 6.21 | 6.24 | 5.46 | … | … | 8.82 | 16.66 | 15.13 | 18.53 | -41.90 | 10.45 | 13.74 | 26.92 | -9.28 | 19.16 | 8.57 | -1.56 | 4.18 | 19.86 | 14.93 | -4.20 | 15.92 | 33.27 | -40.02 | 6.53 | 17.21 | 9.00 | 9.69 |
| Sharpe Ratio | NA | 1.60 | 0.99 | -0.14 | 0.24 | NA | NA | … | … | 1.29 | 0.82 | 1.01 | 1.31 | -1.18 | 0.70 | 0.42 | 2.40 | -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 |
| Standard Deviation(%) | NA | 12.21 | 13.72 | 20.60 | 19.15 | NA | NA | … | … | 14.27 | 16.89 | 11.42 | 11.49 | 36.81 | 14.88 | 31.86 | 10.59 | 13.99 | 6.50 | 13.54 | 13.40 | 9.90 | 9.98 | 12.69 | 23.63 | 17.78 | 28.26 | 40.60 | 16.22 | 10.74 | 8.68 | 10.15 |
| Draw Down(%) | NA | 8.57 | 17.49 | 47.66 | 47.66 | NA | NA | … | … | 8.57 | 17.49 | 7.33 | 11.46 | 42.67 | 12.67 | 35.88 | 5.70 | 19.26 | 2.26 | 12.06 | 12.20 | 7.86 | 6.65 | 11.23 | 21.96 | 13.32 | 26.56 | 51.86 | 10.39 | 11.37 | 6.03 | 9.09 |
| Yield(%) | 0.00 | 8.02 | 4.82 | 2.28 | 5.52 | 5.24 | 4.73 | … | … | 0.00 | 8.38 | 2.41 | 1.95 | 0.00 | 3.15 | 1.42 | 9.30 | 18.08 | 4.58 | 7.32 | 3.02 | 2.10 | 0.91 | 0.84 | 0.49 | 1.02 | 1.24 | 2.50 | 5.74 | 5.10 | 1.51 | 0.54 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| POEAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS A) |
-16.12%
Feb 2006 – Feb 2009 |
-6.24%
Feb 2004 – Feb 2009 |
1.79%
Oct 2013 – Oct 2023 |
2.09%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POEAX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION AGGRESSIVE-GROWTH CLASS A) |
25.63%
Feb 2009 – Feb 2012 |
20.24%
Feb 2009 – Feb 2014 |
12.81%
Feb 2009 – Feb 2019 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart