Pacific Funds Portfolio Optimization Moderate (POCAX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

Pacific Funds Portfolio Optimization Moderate (POCAX) has returned -3.86% so far this year and 10.46% over the past 12 months. Over the last ten years, POCAX has returned 6.87% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2004, POCAX's average daily return is +0.03%, while the average monthly return is +0.53%. At this rate, your investment would double in approximately 10.9 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +9.1%, while the worst month was Oct 2008 at -12.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, POCAX closed higher 51% of trading days. The best single day was Dec 8, 2022 with a return of +22.6%, while the worst single day was Dec 9, 2022 at -18.5%.

Pacific Funds Portfolio Optimization Moderate has an annualized alpha of 1.02%, beta of 0.59, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since January 05, 2004.

• This fund participated in 71.48% of S&P 500 Index downside but only 65.15% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.59 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

POCAX has an expense ratio of 0.60%, placing it in the medium range.

POCAX ranks 47 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Moderate (POCAX) and compare them to a chosen benchmark (S&P 500 Index).

Pacific Funds Portfolio Optimization Moderate provided a 7.67% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 40.19%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.

The current Pacific Funds Portfolio Optimization Moderate drawdown is 6.47%.

The chart below shows the rolling one-month volatility.