PLHIX vs. POCAX
Compare and contrast key facts about Pacific Funds High Income (PLHIX) and Pacific Funds Portfolio Optimization Moderate (POCAX).
PLHIX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. POCAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003.
Performance
PLHIX vs. POCAX - Performance Comparison
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PLHIX vs. POCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | -0.95% | 7.31% | 7.50% | 12.49% | -10.21% | 5.51% | 5.88% | 14.84% | -3.76% | 8.51% |
POCAX Pacific Funds Portfolio Optimization Moderate | -3.86% | 12.91% | 11.62% | 13.95% | -18.67% | 11.94% | 14.65% | 20.36% | -7.41% | 13.51% |
Returns By Period
In the year-to-date period, PLHIX achieves a -0.95% return, which is significantly higher than POCAX's -3.86% return. Over the past 10 years, PLHIX has underperformed POCAX with an annualized return of 5.70%, while POCAX has yielded a comparatively higher 6.87% annualized return.
PLHIX
- 1D
- 0.22%
- 1M
- -1.62%
- YTD
- -0.95%
- 6M
- -0.09%
- 1Y
- 6.15%
- 3Y*
- 7.50%
- 5Y*
- 3.78%
- 10Y*
- 5.70%
POCAX
- 1D
- -0.09%
- 1M
- -6.09%
- YTD
- -3.86%
- 6M
- -2.17%
- 1Y
- 10.46%
- 3Y*
- 9.80%
- 5Y*
- 4.08%
- 10Y*
- 6.87%
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PLHIX vs. POCAX - Expense Ratio Comparison
PLHIX has a 0.65% expense ratio, which is higher than POCAX's 0.60% expense ratio.
Return for Risk
PLHIX vs. POCAX — Risk / Return Rank
PLHIX
POCAX
PLHIX vs. POCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds High Income (PLHIX) and Pacific Funds Portfolio Optimization Moderate (POCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PLHIX | POCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 0.93 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.37 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.20 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.14 | +0.85 |
Martin ratioReturn relative to average drawdown | 8.91 | 5.31 | +3.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLHIX | POCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 0.93 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.24 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.48 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.46 | +0.62 |
Correlation
The correlation between PLHIX and POCAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PLHIX vs. POCAX - Dividend Comparison
PLHIX's dividend yield for the trailing twelve months is around 6.21%, less than POCAX's 7.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | 6.21% | 6.74% | 6.91% | 6.44% | 5.76% | 4.88% | 5.20% | 5.18% | 5.99% | 5.62% | 5.89% | 4.78% |
POCAX Pacific Funds Portfolio Optimization Moderate | 7.67% | 7.37% | 2.97% | 1.68% | 22.92% | 8.62% | 3.11% | 5.02% | 22.38% | 3.85% | 5.44% | 6.68% |
Drawdowns
PLHIX vs. POCAX - Drawdown Comparison
The maximum PLHIX drawdown since its inception was -22.83%, smaller than the maximum POCAX drawdown of -40.19%. Use the drawdown chart below to compare losses from any high point for PLHIX and POCAX.
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Drawdown Indicators
| PLHIX | POCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.83% | -40.19% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -8.20% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -15.21% | -24.92% | +9.71% |
Max Drawdown (10Y)Largest decline over 10 years | -22.83% | -26.59% | +3.76% |
Current DrawdownCurrent decline from peak | -2.00% | -6.47% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -4.97% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 1.75% | -1.09% |
Volatility
PLHIX vs. POCAX - Volatility Comparison
The current volatility for Pacific Funds High Income (PLHIX) is 1.21%, while Pacific Funds Portfolio Optimization Moderate (POCAX) has a volatility of 3.47%. This indicates that PLHIX experiences smaller price fluctuations and is considered to be less risky than POCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLHIX | POCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 3.47% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 6.24% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 11.33% | -8.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 16.86% | -12.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.45% | 14.43% | -8.98% |