PLUIX vs. POBAX
Compare and contrast key facts about Pacific Funds Ultra Short Income (PLUIX) and Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX).
PLUIX is managed by Pacific Funds Series Trust. It was launched on Jun 28, 2019. POBAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003.
Performance
PLUIX vs. POBAX - Performance Comparison
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PLUIX vs. POBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PLUIX Pacific Funds Ultra Short Income | 0.42% | 5.34% | 5.57% | 5.10% | -0.25% | 0.16% | 1.73% |
POBAX Pacific Funds Portfolio Optimization Moderate-Conservative | -2.60% | 11.53% | 8.17% | 11.33% | -16.92% | 7.64% | 11.90% |
Returns By Period
In the year-to-date period, PLUIX achieves a 0.42% return, which is significantly higher than POBAX's -2.60% return.
PLUIX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.42%
- 6M
- 1.57%
- 1Y
- 4.48%
- 3Y*
- 5.04%
- 5Y*
- 3.23%
- 10Y*
- —
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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PLUIX vs. POBAX - Expense Ratio Comparison
PLUIX has a 0.32% expense ratio, which is lower than POBAX's 0.60% expense ratio.
Return for Risk
PLUIX vs. POBAX — Risk / Return Rank
PLUIX
POBAX
PLUIX vs. POBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Ultra Short Income (PLUIX) 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.
| PLUIX | POBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.54 | 1.07 | +2.46 |
Sortino ratioReturn per unit of downside risk | 10.44 | 1.54 | +8.90 |
Omega ratioGain probability vs. loss probability | 3.48 | 1.23 | +2.26 |
Calmar ratioReturn relative to maximum drawdown | 12.47 | 1.30 | +11.17 |
Martin ratioReturn relative to average drawdown | 51.44 | 5.91 | +45.52 |
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
| PLUIX | POBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.54 | 1.07 | +2.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.48 | 0.26 | +2.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.87 | 0.55 | +1.31 |
Correlation
The correlation between PLUIX and POBAX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PLUIX vs. POBAX - Dividend Comparison
PLUIX's dividend yield for the trailing twelve months is around 4.49%, more than POBAX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLUIX Pacific Funds Ultra Short Income | 4.49% | 5.01% | 4.89% | 4.14% | 1.36% | 0.96% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PLUIX vs. POBAX - Drawdown Comparison
The maximum PLUIX drawdown since its inception was -6.16%, smaller than the maximum POBAX drawdown of -29.15%. Use the drawdown chart below to compare losses from any high point for PLUIX and POBAX.
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Drawdown Indicators
| PLUIX | POBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.16% | -29.15% | +22.99% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -6.26% | +5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -1.98% | -22.33% | +20.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.33% | — |
Current DrawdownCurrent decline from peak | -0.30% | -5.06% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -0.33% | -3.61% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 1.37% | -1.27% |
Volatility
PLUIX vs. POBAX - Volatility Comparison
The current volatility for Pacific Funds Ultra Short Income (PLUIX) is 0.22%, while Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) has a volatility of 2.74%. This indicates that PLUIX 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
| PLUIX | POBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 2.74% | -2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 4.62% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.39% | 8.21% | -6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.31% | 11.36% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.54% | 9.85% | -8.31% |