POEAX vs. CVY
Compare and contrast key facts about Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Invesco Zacks Multi-Asset Income ETF (CVY).
POEAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. CVY is a passively managed fund by Invesco that tracks the performance of the Zacks Multi-Asset Income Index. It was launched on Sep 21, 2006.
Performance
POEAX vs. CVY - Performance Comparison
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POEAX vs. CVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | -4.48% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -9.28% | 19.17% |
CVY Invesco Zacks Multi-Asset Income ETF | 1.81% | 11.00% | 10.28% | 17.87% | -9.27% | 25.31% | -10.56% | 25.97% | -10.77% | 15.91% |
Returns By Period
In the year-to-date period, POEAX achieves a -4.48% return, which is significantly lower than CVY's 1.81% return. Over the past 10 years, POEAX has outperformed CVY with an annualized return of 9.46%, while CVY has yielded a comparatively lower 8.27% annualized return.
POEAX
- 1D
- -0.42%
- 1M
- -8.15%
- YTD
- -4.48%
- 6M
- -2.41%
- 1Y
- 15.07%
- 3Y*
- 12.89%
- 5Y*
- 6.05%
- 10Y*
- 9.46%
CVY
- 1D
- 1.48%
- 1M
- -3.50%
- YTD
- 1.81%
- 6M
- 2.95%
- 1Y
- 11.01%
- 3Y*
- 13.29%
- 5Y*
- 7.36%
- 10Y*
- 8.27%
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POEAX vs. CVY - Expense Ratio Comparison
POEAX has a 0.60% expense ratio, which is lower than CVY's 1.21% expense ratio.
Return for Risk
POEAX vs. CVY — Risk / Return Rank
POEAX
CVY
POEAX vs. CVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Invesco Zacks Multi-Asset Income ETF (CVY). 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.
| POEAX | CVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.67 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.01 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.81 | +0.30 |
Martin ratioReturn relative to average drawdown | 5.41 | 3.39 | +2.03 |
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
| POEAX | CVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.67 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.46 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.42 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.26 | +0.09 |
Correlation
The correlation between POEAX and CVY is 0.83, 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
POEAX vs. CVY - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 8.09%, more than CVY's 3.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 8.09% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
CVY Invesco Zacks Multi-Asset Income ETF | 3.96% | 3.99% | 4.07% | 4.41% | 5.18% | 2.37% | 3.40% | 3.22% | 4.44% | 3.94% | 4.50% | 5.89% |
Drawdowns
POEAX vs. CVY - Drawdown Comparison
The maximum POEAX drawdown since its inception was -57.49%, smaller than the maximum CVY drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for POEAX and CVY.
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Drawdown Indicators
| POEAX | CVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -66.86% | +9.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -13.22% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -21.58% | -7.82% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -50.47% | +14.59% |
Current DrawdownCurrent decline from peak | -8.57% | -5.33% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -10.49% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 3.15% | -0.73% |
Volatility
POEAX vs. CVY - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has a higher volatility of 4.63% compared to Invesco Zacks Multi-Asset Income ETF (CVY) at 3.92%. This indicates that POEAX's price experiences larger fluctuations and is considered to be riskier than CVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POEAX | CVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.92% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 8.30% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 16.40% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.05% | 16.25% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 19.58% | +1.94% |