Pacific Funds Portfolio Optimization Moderate (POCAX)
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 30%-50%; the fund's exposure to the equity is expected to be within 50%-70%. 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
US04045F7096
694289414
Dec 30, 2003
$1,000
Large-Cap
Blend
Expense Ratio
POCAX features an expense ratio of 0.60%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacific Funds Portfolio Optimization Moderate, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pacific Funds Portfolio Optimization Moderate had a return of 3.02% year-to-date (YTD) and 13.72% in the last 12 months. Over the past 10 years, Pacific Funds Portfolio Optimization Moderate had an annualized return of 0.09%, while the S&P 500 had an annualized return of 11.26%, indicating that Pacific Funds Portfolio Optimization Moderate did not perform as well as the benchmark.
POCAX
3.02%
0.68%
5.24%
13.72%
0.44%
0.09%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of POCAX, 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 | 2.25% | 3.02% | |||||||||||
| 2024 | 0.19% | 2.34% | 2.19% | -3.22% | 3.42% | 1.61% | 2.02% | 1.64% | 1.53% | -1.50% | 3.90% | -2.76% | 11.63% |
| 2023 | 5.25% | -2.49% | 1.64% | 1.01% | -0.90% | 3.52% | 2.23% | -1.80% | -3.48% | -2.20% | 6.56% | 4.42% | 13.95% |
| 2022 | -4.80% | -2.41% | -0.07% | -6.98% | 0.24% | -7.00% | 5.80% | -3.11% | -7.26% | 3.91% | 5.17% | -20.65% | -33.64% |
| 2021 | -0.86% | 2.10% | 1.70% | 3.48% | 0.94% | 1.20% | 0.72% | 1.64% | -3.03% | 3.39% | -2.18% | -3.32% | 5.62% |
| 2020 | 0.16% | -4.86% | -11.30% | 9.06% | 4.41% | 2.07% | 4.30% | 3.58% | -2.18% | -1.15% | 8.39% | 2.24% | 13.73% |
| 2019 | 6.12% | 2.15% | 1.18% | 2.41% | -3.17% | 4.53% | 0.40% | -0.56% | 0.89% | 1.44% | 1.73% | -1.60% | 16.28% |
| 2018 | 3.13% | -3.10% | -0.77% | 0.07% | 0.63% | -0.28% | 1.89% | 0.89% | -0.07% | -6.39% | 1.74% | -20.19% | -22.25% |
| 2017 | 1.60% | 1.87% | 0.37% | 1.02% | 1.01% | 0.72% | 1.64% | 0.07% | 1.61% | 0.83% | 1.16% | -1.28% | 11.10% |
| 2016 | -4.17% | -0.24% | 5.01% | 1.08% | 0.76% | 0.00% | 2.72% | 0.66% | 0.29% | -1.17% | 0.96% | -2.11% | 3.56% |
| 2015 | -0.79% | 3.40% | -0.56% | 0.77% | 0.63% | -1.46% | 0.99% | -4.61% | -2.27% | 5.02% | 0.14% | -5.93% | -5.05% |
| 2014 | -2.01% | 3.08% | -0.50% | 0.21% | 1.57% | 1.69% | -1.17% | 1.96% | -2.13% | 1.12% | 1.18% | -2.45% | 2.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of POCAX is 73, 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 (POCAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pacific Funds Portfolio Optimization Moderate provided a 2.88% dividend yield over the last twelve months, with an annual payout of $0.34 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.18 | $0.00 | $0.36 | $0.32 | $0.19 | $0.23 | $0.24 | $0.24 | $0.28 | $0.32 |
Dividend yield | 2.88% | 2.97% | 1.69% | 0.00% | 2.53% | 2.30% | 1.54% | 2.09% | 1.67% | 1.83% | 2.16% | 2.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacific Funds Portfolio Optimization Moderate. 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 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 | $0.19 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2014 | $0.32 | $0.32 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pacific Funds Portfolio Optimization Moderate. 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 was 41.69%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
The current Pacific Funds Portfolio Optimization Moderate drawdown is 19.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.69% | Nov 1, 2007 | 338 | Mar 9, 2009 | 469 | Jan 14, 2011 | 807 |
| -38.69% | Nov 9, 2021 | 286 | Dec 28, 2022 | — | — | — |
| -34.59% | Jan 30, 2018 | 540 | Mar 23, 2020 | 209 | Jan 20, 2021 | 749 |
| -16.8% | May 22, 2015 | 183 | Feb 11, 2016 | 324 | May 25, 2017 | 507 |
| -13.76% | May 2, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
Volatility
Volatility Chart
The current Pacific Funds Portfolio Optimization Moderate volatility is 1.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.