POBAX vs. PLIIX
Compare and contrast key facts about Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) and Pacific Funds Core Income (PLIIX).
POBAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. PLIIX is managed by Pacific Funds Series Trust. It was launched on Dec 31, 2010.
Performance
POBAX vs. PLIIX - Performance Comparison
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POBAX vs. PLIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PLIIX Pacific Funds Core Income | -0.63% | 7.38% | 2.85% | 8.23% | -12.16% | -0.13% | 8.71% | 11.31% | -1.64% | 5.13% |
Returns By Period
In the year-to-date period, POBAX achieves a -2.60% return, which is significantly lower than PLIIX's -0.63% return. Over the past 10 years, POBAX has outperformed PLIIX with an annualized return of 5.22%, while PLIIX has yielded a comparatively lower 2.91% annualized return.
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%
PLIIX
- 1D
- 0.52%
- 1M
- -2.03%
- YTD
- -0.63%
- 6M
- 0.37%
- 1Y
- 4.42%
- 3Y*
- 4.53%
- 5Y*
- 1.36%
- 10Y*
- 2.91%
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POBAX vs. PLIIX - Expense Ratio Comparison
POBAX has a 0.60% expense ratio, which is higher than PLIIX's 0.55% expense ratio.
Return for Risk
POBAX vs. PLIIX — Risk / Return Rank
POBAX
PLIIX
POBAX vs. PLIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) and Pacific Funds Core Income (PLIIX). 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.
| POBAX | PLIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.15 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.66 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.01 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.91 | 6.56 | -0.64 |
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
| POBAX | PLIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.15 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.26 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.65 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.90 | -0.35 |
Correlation
The correlation between POBAX and PLIIX is 0.25, 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
POBAX vs. PLIIX - Dividend Comparison
POBAX's dividend yield for the trailing twelve months is around 3.14%, less than PLIIX's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PLIIX Pacific Funds Core Income | 4.37% | 4.81% | 4.94% | 4.27% | 3.32% | 4.29% | 3.04% | 3.07% | 3.50% | 2.90% | 2.96% | 3.32% |
Drawdowns
POBAX vs. PLIIX - Drawdown Comparison
The maximum POBAX drawdown since its inception was -29.15%, which is greater than PLIIX's maximum drawdown of -16.99%. Use the drawdown chart below to compare losses from any high point for POBAX and PLIIX.
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Drawdown Indicators
| POBAX | PLIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.15% | -16.99% | -12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -2.54% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -16.99% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -16.99% | -5.34% |
Current DrawdownCurrent decline from peak | -5.06% | -2.03% | -3.03% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -2.33% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 0.78% | +0.59% |
Volatility
POBAX vs. PLIIX - Volatility Comparison
Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) has a higher volatility of 2.74% compared to Pacific Funds Core Income (PLIIX) at 1.53%. This indicates that POBAX's price experiences larger fluctuations and is considered to be riskier than PLIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POBAX | PLIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 1.53% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 2.37% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.21% | 3.99% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.36% | 5.19% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.85% | 4.51% | +5.34% |