POEAX vs. PODAX
POEAX (Pacific Funds Portfolio Optimization Aggressive-Growth) and PODAX (Pacific Funds Portfolio Optimization Growth) are both Diversified Portfolio funds from Pacific Funds Series Trust. Over the past 10 years, POEAX returned 11.31%/yr vs 9.73%/yr for PODAX. With a 1.00 correlation, they move nearly in lockstep. Both charge a 0.60% expense ratio.
Performance
POEAX vs. PODAX - Performance Comparison
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Returns By Period
In the year-to-date period, POEAX achieves a 11.13% return, which is significantly higher than PODAX's 9.58% return. Over the past 10 years, POEAX has outperformed PODAX with an annualized return of 11.31%, while PODAX has yielded a comparatively lower 9.73% annualized return.
POEAX
- 1D
- -0.12%
- 1M
- 1.55%
- YTD
- 11.13%
- 6M
- 10.23%
- 1Y
- 24.08%
- 3Y*
- 17.49%
- 5Y*
- 7.92%
- 10Y*
- 11.31%
PODAX
- 1D
- -0.14%
- 1M
- 1.35%
- YTD
- 9.58%
- 6M
- 8.86%
- 1Y
- 20.81%
- 3Y*
- 15.46%
- 5Y*
- 6.76%
- 10Y*
- 9.73%
POEAX vs. PODAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 11.13% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -9.28% | 19.17% |
PODAX Pacific Funds Portfolio Optimization Growth | 9.58% | 14.76% | 13.49% | 15.95% | -19.68% | 15.37% | 14.99% | 23.96% | -8.79% | 16.35% |
Correlation
The correlation between POEAX and PODAX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 2004 | 1.00 |
The correlation between POEAX and PODAX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
POEAX vs. PODAX — Risk / Return Rank
POEAX
PODAX
POEAX vs. PODAX - 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 Portfolio Optimization Growth (PODAX). 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 | PODAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 2.89 | +0.06 |
| Martin ratioReturn relative to average drawdown | 12.91 | 12.71 | +0.21 |
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Drawdowns
POEAX vs. PODAX - Drawdown Comparison
The maximum POEAX drawdown since its inception was -57.49%, which is greater than PODAX's maximum drawdown of -50.14%. Use the drawdown chart below to compare losses from any high point for POEAX and PODAX.
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Drawdown Indicators
| POEAX | PODAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -50.14% | -7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -7.53% | -1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -17.49% | -15.02% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -26.99% | -2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | -32.11% | -3.77% |
Current DrawdownCurrent decline from peak | -0.55% | -0.56% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -8.79% | -6.55% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 1.71% | +0.24% |
Volatility
POEAX vs. PODAX - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) has a higher volatility of 4.62% compared to Pacific Funds Portfolio Optimization Growth (PODAX) at 4.17%. This indicates that POEAX's price experiences larger fluctuations and is considered to be riskier than PODAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POEAX | PODAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.17% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 8.77% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.51% | 10.87% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.16% | 19.97% | +5.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.58% | 17.53% | +4.05% |
POEAX vs. PODAX - Expense Ratio Comparison
Both POEAX and PODAX have an expense ratio of 0.60%.
Dividends
POEAX vs. PODAX - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 6.95%, less than PODAX's 8.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PODAX Pacific Funds Portfolio Optimization Growth | 8.82% | 9.67% | 2.68% | 1.34% | 26.52% | 10.54% | 2.64% | 6.88% | 25.73% | 4.01% | 6.37% | 8.05% |
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 6.95% | 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
With a correlation of 1.00, POEAX and PODAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
POEAX has higher volatility (4.62%) compared to PODAX (4.17%). In terms of maximum drawdown, POEAX dropped -57.49% vs PODAX's -50.14%.
POEAX currently has the higher Sharpe Ratio (2.02 vs 2.00), 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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