POEAX vs. VTI

In the year-to-date period, POEAX achieves a 2.35% return, which is significantly higher than VTI's 0.38% return. Over the past 10 years, POEAX has underperformed VTI with an annualized return of 8.38%, while VTI has yielded a comparatively higher 12.13% annualized return.

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POEAX has a 0.60% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Vanguard Total Stock Market ETF (VTI). 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.

The current POEAX Sharpe Ratio is 0.65, which is comparable to the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of POEAX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POEAX's dividend yield for the trailing twelve months is around 2.07%, more than VTI's 1.29% yield.

The maximum POEAX drawdown since its inception was -57.49%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for POEAX and VTI.

The current volatility for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) is 4.10%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that POEAX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.