Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX)
The investment seeks current income and moderate growth of capital. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in underlying funds. The fund's exposure to the debt is expected to be within 50-70%; the fund's exposure to the equity is expected to be within 30-50%. It may invest a significant portion of its assets in any single underlying fund. The advisor expects to be as fully invested as practical, although it may maintain liquidity reserves to meet redemption requests.
Fund Info
US04045F4028
694289448
Dec 30, 2003
$1,000
Large-Cap
Blend
Expense Ratio
POBAX has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) returned 2.23% year-to-date (YTD) and 7.97% over the past 12 months. Over the past 10 years, POBAX returned 4.63% annually, underperforming the S&P 500 benchmark at 10.84%.
POBAX
2.23%
2.03%
-0.03%
7.97%
4.90%
4.82%
4.63%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of POBAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.84% | 0.38% | -2.18% | 0.10% | 2.13% | 2.23% | |||||||
| 2024 | 0.10% | 1.11% | 1.90% | -2.75% | 2.72% | 0.98% | 2.33% | 1.61% | 1.50% | -1.66% | 2.81% | -2.56% | 8.17% |
| 2023 | 4.60% | -2.41% | 1.72% | 0.85% | -1.05% | 2.43% | 1.65% | -1.42% | -2.89% | -1.91% | 5.63% | 4.03% | 11.33% |
| 2022 | -3.77% | -2.25% | -0.77% | -5.77% | 0.27% | -5.83% | 4.64% | -2.77% | -6.27% | 2.33% | 4.66% | -2.05% | -16.92% |
| 2021 | -0.73% | 1.14% | 0.89% | 2.72% | 0.93% | 0.85% | 0.69% | 1.14% | -2.33% | 2.07% | -1.65% | 1.79% | 7.64% |
| 2020 | 0.35% | -3.09% | -9.30% | 7.03% | 3.57% | 1.81% | 3.56% | 2.41% | -1.51% | -0.85% | 6.45% | 2.40% | 12.39% |
| 2019 | 4.61% | 1.44% | 1.13% | 1.68% | -1.84% | 3.46% | 0.09% | 0.09% | 0.63% | 1.08% | 0.98% | 1.42% | 15.64% |
| 2018 | 1.97% | -2.40% | -0.32% | -0.24% | 0.16% | -0.32% | 1.44% | 0.47% | -0.24% | -4.47% | 0.99% | 0.23% | -2.85% |
| 2017 | 1.18% | 1.50% | 0.33% | 0.98% | 0.89% | 0.56% | 1.28% | 0.39% | 0.94% | 0.55% | 0.70% | 0.68% | 10.46% |
| 2016 | -2.92% | -0.18% | 3.99% | 1.11% | 0.51% | 0.50% | 2.25% | 0.41% | 0.24% | -0.89% | -0.08% | 1.17% | 6.12% |
| 2015 | -0.16% | 2.34% | -0.47% | 0.63% | 0.32% | -1.33% | 0.88% | -3.39% | -1.80% | 3.74% | -0.00% | -1.51% | -0.96% |
| 2014 | -1.29% | 2.37% | -0.56% | 0.24% | 1.44% | 1.34% | -0.85% | 1.57% | -1.62% | 0.94% | 0.93% | -1.02% | 3.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of POBAX is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Pacific Funds Portfolio Optimization Moderate-Conservative provided a 3.60% dividend yield over the last twelve months, with an annual payout of $0.38 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.38 | $0.38 | $0.26 | $1.24 | $0.85 | $0.32 | $0.26 | $2.00 | $0.41 | $0.51 | $0.64 | $0.45 |
Dividend yield | 3.60% | 3.68% | 2.67% | 13.64% | 6.84% | 2.56% | 2.31% | 20.06% | 3.22% | 4.32% | 5.46% | 3.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacific Funds Portfolio Optimization Moderate-Conservative. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.24 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.00 | $2.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2014 | $0.45 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pacific Funds Portfolio Optimization Moderate-Conservative. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pacific Funds Portfolio Optimization Moderate-Conservative was 29.15%, occurring on Mar 9, 2009. Recovery took 255 trading sessions.
The current Pacific Funds Portfolio Optimization Moderate-Conservative drawdown is 0.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.15% | Nov 1, 2007 | 338 | Mar 9, 2009 | 255 | Mar 12, 2010 | 593 |
| -22.34% | Nov 10, 2021 | 234 | Oct 14, 2022 | 484 | Sep 19, 2024 | 718 |
| -20.92% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -10.22% | Apr 27, 2015 | 202 | Feb 11, 2016 | 104 | Jul 12, 2016 | 306 |
| -9.3% | May 3, 2011 | 107 | Oct 3, 2011 | 84 | Feb 2, 2012 | 191 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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