PLSRX vs. POBAX
Compare and contrast key facts about Pacific Funds Strategic Income (PLSRX) and Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX).
PLSRX is managed by Pacific Funds Series Trust. It was launched on Dec 18, 2011. POBAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003.
Performance
PLSRX vs. POBAX - Performance Comparison
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PLSRX vs. POBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PLSRX Pacific Funds Strategic Income | -0.86% | 7.40% | 6.04% | 11.24% | -9.67% | 3.61% | 9.82% | 13.65% | -2.64% | 6.85% |
POBAX Pacific Funds Portfolio Optimization Moderate-Conservative | -2.60% | 11.53% | 8.17% | 11.33% | -16.92% | 7.64% | 12.39% | 15.64% | -5.83% | 10.46% |
Returns By Period
In the year-to-date period, PLSRX achieves a -0.86% return, which is significantly higher than POBAX's -2.60% return. Both investments have delivered pretty close results over the past 10 years, with PLSRX having a 5.12% annualized return and POBAX not far ahead at 5.22%.
PLSRX
- 1D
- 0.29%
- 1M
- -1.61%
- YTD
- -0.86%
- 6M
- 0.23%
- 1Y
- 5.49%
- 3Y*
- 6.55%
- 5Y*
- 3.24%
- 10Y*
- 5.12%
POBAX
- 1D
- 0.09%
- 1M
- -4.90%
- YTD
- -2.60%
- 6M
- -0.96%
- 1Y
- 8.63%
- 3Y*
- 8.00%
- 5Y*
- 2.92%
- 10Y*
- 5.22%
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PLSRX vs. POBAX - Expense Ratio Comparison
PLSRX has a 0.64% expense ratio, which is higher than POBAX's 0.60% expense ratio.
Return for Risk
PLSRX vs. POBAX — Risk / Return Rank
PLSRX
POBAX
PLSRX vs. POBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Strategic Income (PLSRX) and Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX). 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.
| PLSRX | POBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 1.07 | +0.96 |
Sortino ratioReturn per unit of downside risk | 2.85 | 1.54 | +1.31 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 1.30 | +1.34 |
Martin ratioReturn relative to average drawdown | 10.68 | 5.91 | +4.77 |
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
| PLSRX | POBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 1.07 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.26 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.16 | 0.53 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.55 | +0.78 |
Correlation
The correlation between PLSRX and POBAX is 0.58, 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
PLSRX vs. POBAX - Dividend Comparison
PLSRX's dividend yield for the trailing twelve months is around 5.13%, more than POBAX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLSRX Pacific Funds Strategic Income | 5.13% | 5.67% | 5.97% | 5.17% | 4.73% | 4.10% | 3.84% | 4.32% | 4.74% | 3.87% | 4.14% | 4.71% |
POBAX Pacific Funds Portfolio Optimization Moderate-Conservative | 3.14% | 3.06% | 3.68% | 2.67% | 13.64% | 6.84% | 2.56% | 2.31% | 20.06% | 3.22% | 4.32% | 5.46% |
Drawdowns
PLSRX vs. POBAX - Drawdown Comparison
The maximum PLSRX drawdown since its inception was -19.88%, smaller than the maximum POBAX drawdown of -29.15%. Use the drawdown chart below to compare losses from any high point for PLSRX and POBAX.
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Drawdown Indicators
| PLSRX | POBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.88% | -29.15% | +9.27% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -6.26% | +4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -13.71% | -22.33% | +8.62% |
Max Drawdown (10Y)Largest decline over 10 years | -19.88% | -22.33% | +2.45% |
Current DrawdownCurrent decline from peak | -1.86% | -5.06% | +3.20% |
Average DrawdownAverage peak-to-trough decline | -1.76% | -3.61% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 1.37% | -0.84% |
Volatility
PLSRX vs. POBAX - Volatility Comparison
The current volatility for Pacific Funds Strategic Income (PLSRX) is 1.22%, while Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) has a volatility of 2.74%. This indicates that PLSRX experiences smaller price fluctuations and is considered to be less risky than POBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLSRX | POBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 2.74% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.69% | 4.62% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.74% | 8.21% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.97% | 11.36% | -7.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 9.85% | -5.40% |