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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacific Funds Portfolio Optimization Aggressive-Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has returned -4.48% so far this year and 15.07% over the past 12 months. Over the last ten years, POEAX has returned 9.46% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Pacific Funds Portfolio Optimization Aggressive-Growth
- 1D
- -0.42%
- 1M
- -8.15%
- YTD
- -4.48%
- 6M
- -2.41%
- 1Y
- 15.07%
- 3Y*
- 12.89%
- 5Y*
- 6.05%
- 10Y*
- 9.46%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 6, 2004, POEAX's average daily return is +0.04%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +12.4%, while the worst month was Oct 2008 at -19.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, POEAX closed higher 52% of trading days. The best single day was Dec 8, 2022 with a return of +35.6%, while the worst single day was Dec 9, 2022 at -26.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.99% | 0.99% | -8.15% | -4.48% | |||||||||
| 2025 | 3.09% | -1.35% | -4.77% | -0.08% | 5.85% | 4.73% | 1.44% | 2.77% | 2.10% | 1.67% | 0.76% | -0.27% | 16.66% |
| 2024 | -0.25% | 3.82% | 2.88% | -4.20% | 4.38% | 1.56% | 2.99% | 1.78% | 1.83% | -1.65% | 5.54% | -3.97% | 15.13% |
| 2023 | 7.05% | -2.71% | 1.48% | 0.82% | -0.72% | 5.57% | 3.28% | -2.85% | -4.57% | -3.07% | 8.19% | 5.68% | 18.53% |
| 2022 | -6.34% | -2.63% | 0.68% | -8.49% | 0.27% | -8.85% | 7.67% | -3.87% | -9.17% | 6.68% | 6.55% | -4.01% | -21.24% |
| 2021 | -0.66% | 3.82% | 2.86% | 4.71% | 1.19% | 1.39% | 0.63% | 2.52% | -3.99% | 5.01% | -3.10% | 3.44% | 18.82% |
Benchmark Metrics
Pacific Funds Portfolio Optimization Aggressive-Growth has an annualized alpha of -0.01%, beta of 0.93, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 07, 2004.
- With beta of 0.93 and R² of 0.75, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.01%
- Beta
- 0.93
- R²
- 0.75
- Upside Capture
- 95.76%
- Downside Capture
- 100.32%
Expense Ratio
POEAX has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
POEAX ranks 46 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and compare them to a chosen benchmark (S&P 500 Index).
| POEAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.90 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.39 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.40 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.41 | 6.61 | -1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore POEAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Pacific Funds Portfolio Optimization Aggressive-Growth provided a 8.09% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.14 | $1.14 | $0.29 | $0.20 | $3.74 | $1.89 | $0.55 | $1.17 | $3.13 | $0.69 | $1.06 | $0.47 |
Dividend yield | 8.09% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacific Funds Portfolio Optimization Aggressive-Growth. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $1.14 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.74 | $3.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.89 | $1.89 |
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 Aggressive-Growth. 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 Aggressive-Growth was 57.49%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current Pacific Funds Portfolio Optimization Aggressive-Growth drawdown is 8.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.49% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1346 |
| -35.88% | Feb 20, 2020 | 23 | Mar 23, 2020 | 111 | Aug 28, 2020 | 134 |
| -29.4% | Nov 9, 2021 | 235 | Oct 14, 2022 | 38 | Dec 8, 2022 | 273 |
| -28.19% | Dec 9, 2022 | 13 | Dec 28, 2022 | 450 | Oct 14, 2024 | 463 |
| -19.26% | Jan 30, 2018 | 228 | Dec 24, 2018 | 122 | Jun 20, 2019 | 350 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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