POAAX vs. FYMIX
Compare and contrast key facts about Pacific Funds Portfolio Optimization Conservative (POAAX) and Fidelity Sustainable Multi-Asset Fund (FYMIX).
POAAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. FYMIX is managed by Fidelity. It was launched on Feb 9, 2022.
Performance
POAAX vs. FYMIX - Performance Comparison
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POAAX vs. FYMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
POAAX Pacific Funds Portfolio Optimization Conservative | -0.68% | 9.54% | 6.07% | 9.40% | -11.56% |
FYMIX Fidelity Sustainable Multi-Asset Fund | -2.11% | 18.95% | 11.09% | 16.15% | -15.71% |
Returns By Period
In the year-to-date period, POAAX achieves a -0.68% return, which is significantly higher than FYMIX's -2.11% return.
POAAX
- 1D
- 0.98%
- 1M
- -2.37%
- YTD
- -0.68%
- 6M
- 0.40%
- 1Y
- 7.70%
- 3Y*
- 6.95%
- 5Y*
- 2.13%
- 10Y*
- 3.87%
FYMIX
- 1D
- 2.39%
- 1M
- -5.31%
- YTD
- -2.11%
- 6M
- 0.46%
- 1Y
- 17.23%
- 3Y*
- 12.19%
- 5Y*
- —
- 10Y*
- —
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POAAX vs. FYMIX - Expense Ratio Comparison
POAAX has a 0.60% expense ratio, which is higher than FYMIX's 0.05% expense ratio.
Return for Risk
POAAX vs. FYMIX — Risk / Return Rank
POAAX
FYMIX
POAAX vs. FYMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Conservative (POAAX) and Fidelity Sustainable Multi-Asset Fund (FYMIX). 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.
| POAAX | FYMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.33 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.91 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.96 | -0.07 |
Martin ratioReturn relative to average drawdown | 7.84 | 7.99 | -0.15 |
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
| POAAX | FYMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.33 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.47 | +0.26 |
Correlation
The correlation between POAAX and FYMIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
POAAX vs. FYMIX - Dividend Comparison
POAAX's dividend yield for the trailing twelve months is around 3.86%, more than FYMIX's 3.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POAAX Pacific Funds Portfolio Optimization Conservative | 3.86% | 3.84% | 4.24% | 3.39% | 6.99% | 4.14% | 2.89% | 2.04% | 12.02% | 2.18% | 1.28% | 3.64% |
FYMIX Fidelity Sustainable Multi-Asset Fund | 3.77% | 3.69% | 1.84% | 1.78% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POAAX vs. FYMIX - Drawdown Comparison
The maximum POAAX drawdown since its inception was -20.48%, smaller than the maximum FYMIX drawdown of -22.70%. Use the drawdown chart below to compare losses from any high point for POAAX and FYMIX.
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Drawdown Indicators
| POAAX | FYMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.48% | -22.70% | +2.22% |
Max Drawdown (1Y)Largest decline over 1 year | -4.23% | -8.95% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -20.48% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -20.48% | — | — |
Current DrawdownCurrent decline from peak | -2.74% | -6.54% | +3.80% |
Average DrawdownAverage peak-to-trough decline | -2.82% | -5.83% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.20% | -1.18% |
Volatility
POAAX vs. FYMIX - Volatility Comparison
The current volatility for Pacific Funds Portfolio Optimization Conservative (POAAX) is 2.43%, while Fidelity Sustainable Multi-Asset Fund (FYMIX) has a volatility of 5.52%. This indicates that POAAX experiences smaller price fluctuations and is considered to be less risky than FYMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POAAX | FYMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 5.52% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.46% | 8.39% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.79% | 13.38% | -7.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.35% | 12.72% | -5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.43% | 12.72% | -6.29% |