POEAX vs. PLHIX
POEAX (Pacific Funds Portfolio Optimization Aggressive-Growth) and PLHIX (Pacific Funds High Income) are both mutual funds - POEAX is a Diversified Portfolio fund managed by Pacific Funds Series Trust, while PLHIX is a High Yield Bonds fund managed by Pacific Funds Series Trust. Over the past 10 years, POEAX returned 10.68%/yr vs 5.26%/yr for PLHIX. Their 0.56 correlation means they have sometimes moved together and sometimes differently. POEAX charges 0.60%/yr vs 0.65%/yr for PLHIX.
Performance
POEAX vs. PLHIX - Performance Comparison
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Returns By Period
In the year-to-date period, POEAX achieves a 11.60% return, which is significantly higher than PLHIX's 1.45% return. Over the past 10 years, POEAX has outperformed PLHIX with an annualized return of 10.68%, while PLHIX has yielded a comparatively lower 5.26% annualized return.
POEAX
- 1D
- 1.79%
- 1M
- -0.06%
- 6M
- 8.37%
- YTD
- 11.60%
- 1Y
- 21.28%
- 3Y*
- 15.48%
- 5Y*
- 7.71%
- 10Y*
- 10.68%
- ALL TIME*
- 7.75%
PLHIX
- 1D
- 0.22%
- 1M
- -0.44%
- 6M
- 0.80%
- YTD
- 1.45%
- 1Y
- 4.10%
- 3Y*
- 7.24%
- 5Y*
- 3.69%
- 10Y*
- 5.26%
- ALL TIME*
- 5.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POEAX vs. PLHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 11.60% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -9.28% | 19.17% |
PLHIX Pacific Funds High Income | 1.45% | 7.31% | 7.50% | 12.49% | -10.21% | 5.51% | 5.88% | 14.84% | -3.76% | 8.51% |
Correlation
The correlation between POEAX and PLHIX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 2011 | 0.56 |
The correlation between POEAX and PLHIX shifts across timeframes, from 0.56 (all time) to 0.67 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
POEAX vs. PLHIX — Risk / Return Rank
POEAX
PLHIX
POEAX vs. PLHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Pacific Funds High Income (PLHIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POEAX | PLHIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.82 | +0.42 |
| Martin ratioReturn relative to average drawdown | 9.71 | 8.19 | +1.52 |
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Drawdowns
POEAX vs. PLHIX - Drawdown Comparison
The maximum POEAX drawdown since its inception was -57.49%, which is greater than PLHIX's maximum drawdown of -22.83%. Use the drawdown chart below to compare losses from any high point for POEAX and PLHIX.
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Drawdown Indicators
| POEAX | PLHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -22.83% | -34.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -2.22% | -6.35% |
Max Drawdown (3Y)Largest decline over 3 years | -17.49% | -3.97% | -13.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -15.21% | -14.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -22.83% | -13.05% |
Current DrawdownCurrent decline from peak | -0.96% | -0.44% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -2.28% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 0.49% | +1.48% |
Volatility
POEAX vs. PLHIX - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has a higher volatility of 3.41% compared to Pacific Funds High Income (PLHIX) at 0.64%. This indicates that POEAX's price experiences larger fluctuations and is considered to be riskier than PLHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POEAX | PLHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 0.64% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 2.17% | +8.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 2.66% | +10.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.16% | 4.75% | +20.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 5.41% | +16.11% |
POEAX vs. PLHIX - Expense Ratio Comparison
POEAX has a 0.60% expense ratio, which is lower than PLHIX's 0.65% expense ratio.
Dividends
POEAX vs. PLHIX - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 6.92%, more than PLHIX's 6.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLHIX Pacific Funds High Income | 6.18% | 6.74% | 6.91% | 6.44% | 5.76% | 4.88% | 5.20% | 5.18% | 5.99% | 5.62% | 5.89% | 4.78% |
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 6.92% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
Frequently Asked Questions
POEAX and PLHIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POEAX has higher volatility (3.41%) compared to PLHIX (0.64%). In terms of maximum drawdown, POEAX dropped -57.49% vs PLHIX's -22.83%.
PLHIX currently has the higher Sharpe Ratio (1.52 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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