PLHIX vs. POEAX
Compare and contrast key facts about Pacific Funds High Income (PLHIX) and Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX).
PLHIX is managed by Pacific Funds Series Trust. It was launched on Dec 19, 2011. POEAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003.
Performance
PLHIX vs. POEAX - Performance Comparison
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PLHIX vs. POEAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | -1.06% | 7.31% | 7.50% | 12.49% | -10.21% | 5.51% | 5.88% | 14.84% | -3.76% | 8.51% |
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | -1.83% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -9.28% | 19.17% |
Returns By Period
In the year-to-date period, PLHIX achieves a -1.06% return, which is significantly higher than POEAX's -1.83% return. Over the past 10 years, PLHIX has underperformed POEAX with an annualized return of 5.68%, while POEAX has yielded a comparatively higher 9.75% annualized return.
PLHIX
- 1D
- -0.11%
- 1M
- -1.63%
- YTD
- -1.06%
- 6M
- -0.20%
- 1Y
- 5.92%
- 3Y*
- 7.46%
- 5Y*
- 3.72%
- 10Y*
- 5.68%
POEAX
- 1D
- 2.77%
- 1M
- -5.49%
- YTD
- -1.83%
- 6M
- 0.04%
- 1Y
- 17.81%
- 3Y*
- 13.92%
- 5Y*
- 6.34%
- 10Y*
- 9.75%
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PLHIX vs. POEAX - Expense Ratio Comparison
PLHIX has a 0.65% expense ratio, which is higher than POEAX's 0.60% expense ratio.
Return for Risk
PLHIX vs. POEAX — Risk / Return Rank
PLHIX
POEAX
PLHIX vs. POEAX - 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 Aggressive-Growth (POEAX). 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 | POEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 1.08 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.62 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.24 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.55 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.91 | 7.46 | +1.45 |
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 | POEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.08 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.25 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.45 | +0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.36 | +0.72 |
Correlation
The correlation between PLHIX and POEAX is 0.55, 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. POEAX - Dividend Comparison
PLHIX's dividend yield for the trailing twelve months is around 6.22%, less than POEAX's 7.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | 6.22% | 6.74% | 6.91% | 6.44% | 5.76% | 4.88% | 5.20% | 5.18% | 5.99% | 5.62% | 5.89% | 4.78% |
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 7.87% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
Drawdowns
PLHIX vs. POEAX - Drawdown Comparison
The maximum PLHIX drawdown since its inception was -22.83%, smaller than the maximum POEAX drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for PLHIX and POEAX.
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Drawdown Indicators
| PLHIX | POEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.83% | -57.49% | +34.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -11.79% | +8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -15.21% | -29.40% | +14.19% |
Max Drawdown (10Y)Largest decline over 10 years | -22.83% | -35.88% | +13.05% |
Current DrawdownCurrent decline from peak | -2.11% | -6.04% | +3.93% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -8.87% | +6.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 2.45% | -1.78% |
Volatility
PLHIX vs. POEAX - Volatility Comparison
The current volatility for Pacific Funds High Income (PLHIX) is 1.21%, while Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has a volatility of 5.59%. This indicates that PLHIX experiences smaller price fluctuations and is considered to be less risky than POEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLHIX | POEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 5.59% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 9.30% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 16.91% | -13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 25.08% | -20.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.45% | 21.54% | -16.09% |