POBAX vs. PLSRX
Compare and contrast key facts about Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) and Pacific Funds Strategic Income (PLSRX).
POBAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. PLSRX is managed by Pacific Funds Series Trust. It was launched on Dec 18, 2011.
Performance
POBAX vs. PLSRX - Performance Comparison
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POBAX vs. PLSRX - 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% |
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% |
Returns By Period
In the year-to-date period, POBAX achieves a -2.60% return, which is significantly lower than PLSRX's -0.86% return. Both investments have delivered pretty close results over the past 10 years, with POBAX having a 5.22% annualized return and PLSRX not far behind at 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%
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%
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POBAX vs. PLSRX - Expense Ratio Comparison
POBAX has a 0.60% expense ratio, which is lower than PLSRX's 0.64% expense ratio.
Return for Risk
POBAX vs. PLSRX — Risk / Return Rank
POBAX
PLSRX
POBAX vs. PLSRX - 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 Strategic Income (PLSRX). 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 | PLSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 2.03 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.85 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.42 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.63 | -1.34 |
Martin ratioReturn relative to average drawdown | 5.91 | 10.68 | -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
| POBAX | PLSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 2.03 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.82 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 1.16 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.33 | -0.78 |
Correlation
The correlation between POBAX and PLSRX 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
POBAX vs. PLSRX - Dividend Comparison
POBAX's dividend yield for the trailing twelve months is around 3.14%, less than PLSRX's 5.13% 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% |
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% |
Drawdowns
POBAX vs. PLSRX - Drawdown Comparison
The maximum POBAX drawdown since its inception was -29.15%, which is greater than PLSRX's maximum drawdown of -19.88%. Use the drawdown chart below to compare losses from any high point for POBAX and PLSRX.
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Drawdown Indicators
| POBAX | PLSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.15% | -19.88% | -9.27% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -2.14% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -13.71% | -8.62% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -19.88% | -2.45% |
Current DrawdownCurrent decline from peak | -5.06% | -1.86% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -1.76% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 0.53% | +0.84% |
Volatility
POBAX vs. PLSRX - Volatility Comparison
Pacific Funds Portfolio Optimization Moderate-Conservative (POBAX) has a higher volatility of 2.74% compared to Pacific Funds Strategic Income (PLSRX) at 1.22%. This indicates that POBAX's price experiences larger fluctuations and is considered to be riskier than PLSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POBAX | PLSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 1.22% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 1.69% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.21% | 2.74% | +5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.36% | 3.97% | +7.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.85% | 4.45% | +5.40% |