PLIIX vs. POAAX
Compare and contrast key facts about Pacific Funds Core Income (PLIIX) and Pacific Funds Portfolio Optimization Conservative (POAAX).
PLIIX is managed by Pacific Funds Series Trust. It was launched on Dec 31, 2010. POAAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003.
Performance
PLIIX vs. POAAX - Performance Comparison
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PLIIX vs. POAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | -0.84% | 7.38% | 2.85% | 8.23% | -12.16% | -0.13% | 8.71% | 11.31% | -1.64% | 5.13% |
POAAX Pacific Funds Portfolio Optimization Conservative | -1.64% | 9.54% | 6.07% | 9.40% | -15.03% | 3.96% | 10.82% | 12.14% | -4.18% | 7.80% |
Returns By Period
In the year-to-date period, PLIIX achieves a -0.84% return, which is significantly higher than POAAX's -1.64% return. Over the past 10 years, PLIIX has underperformed POAAX with an annualized return of 2.89%, while POAAX has yielded a comparatively higher 3.77% annualized return.
PLIIX
- 1D
- -0.21%
- 1M
- -1.84%
- YTD
- -0.84%
- 6M
- -0.05%
- 1Y
- 3.88%
- 3Y*
- 4.46%
- 5Y*
- 1.25%
- 10Y*
- 2.89%
POAAX
- 1D
- 0.20%
- 1M
- -3.69%
- YTD
- -1.64%
- 6M
- -0.39%
- 1Y
- 6.86%
- 3Y*
- 6.61%
- 5Y*
- 2.04%
- 10Y*
- 3.77%
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PLIIX vs. POAAX - Expense Ratio Comparison
PLIIX has a 0.55% expense ratio, which is lower than POAAX's 0.60% expense ratio.
Return for Risk
PLIIX vs. POAAX — Risk / Return Rank
PLIIX
POAAX
PLIIX vs. POAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Core Income (PLIIX) and Pacific Funds Portfolio Optimization Conservative (POAAX). 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.
| PLIIX | POAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.23 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.73 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.60 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.49 | 6.70 | -1.21 |
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
| PLIIX | POAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.23 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.28 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.59 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.71 | +0.18 |
Correlation
The correlation between PLIIX and POAAX is 0.45, 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
PLIIX vs. POAAX - Dividend Comparison
PLIIX's dividend yield for the trailing twelve months is around 4.38%, more than POAAX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLIIX Pacific Funds Core Income | 4.38% | 4.81% | 4.94% | 4.27% | 3.32% | 4.29% | 3.04% | 3.07% | 3.50% | 2.90% | 2.96% | 3.32% |
POAAX Pacific Funds Portfolio Optimization Conservative | 3.90% | 3.84% | 4.24% | 3.39% | 6.99% | 4.14% | 2.89% | 2.04% | 12.02% | 2.18% | 1.28% | 3.64% |
Drawdowns
PLIIX vs. POAAX - Drawdown Comparison
The maximum PLIIX drawdown since its inception was -16.99%, smaller than the maximum POAAX drawdown of -20.48%. Use the drawdown chart below to compare losses from any high point for PLIIX and POAAX.
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Drawdown Indicators
| PLIIX | POAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.99% | -20.48% | +3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -4.23% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -16.99% | -20.48% | +3.49% |
Max Drawdown (10Y)Largest decline over 10 years | -16.99% | -20.48% | +3.49% |
Current DrawdownCurrent decline from peak | -2.24% | -3.69% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -2.82% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 1.01% | -0.22% |
Volatility
PLIIX vs. POAAX - Volatility Comparison
The current volatility for Pacific Funds Core Income (PLIIX) is 1.50%, while Pacific Funds Portfolio Optimization Conservative (POAAX) has a volatility of 2.15%. This indicates that PLIIX experiences smaller price fluctuations and is considered to be less risky than POAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLIIX | POAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 2.15% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 3.33% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.99% | 5.72% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.19% | 7.34% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.51% | 6.43% | -1.92% |