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Pacific Funds Port Optim Mod C (POMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.34+0.01 (+0.10%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.18%
5-year average return4.47%
Number of years up15
Number of years down5
Best 1-yr total return (29 Apr 2024)26.47%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return26.47%
Worst 3-yr total return0.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOMCXCategory
YTD4.60%9.69%
1-month2.20%0.91%
3-month4.60%5.21%
1-year13.54%27.06%
3-year1.05%11.00%
5-year5.65%10.26%
10-year4.84%8.34%
Last bull market23.69%15.58%
Last bear market-13.41%-12.16%

Annual total return (%) history

Year
POMCXCategory
2024
N/AN/A
2023
13.17%N/A
2022
-19.40%N/A
2021
11.09%N/A
2020
13.77%11.72%
2019
19.48%19.23%
2018
-7.96%-5.76%
2017
12.55%13.21%
2016
6.52%7.34%
2015
-1.70%-1.93%
2014
2.95%6.21%
2013
11.98%16.48%
2012
12.31%11.72%
2011
-0.93%-0.11%
2010
11.21%11.83%
2009
26.47%24.13%
2008
-27.50%-28.00%
2007
6.55%5.99%
2006
10.67%11.29%
2005
5.64%5.13%
2004
7.40%8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.60%N/AN/AN/A
20234.26%3.35%-3.24%8.55%
2022-7.42%-13.41%-5.16%6.00%
20212.71%5.49%-0.88%3.44%
2020-15.67%15.98%5.56%10.20%
20199.49%3.40%0.58%4.94%
2018-0.99%0.28%2.49%-9.56%
20173.69%2.52%3.18%2.61%
20160.23%1.71%3.44%1.01%
20151.81%-0.21%-6.12%3.07%
20140.29%3.32%-1.54%0.91%
20134.10%-0.77%3.89%4.35%
20128.76%-2.63%4.30%1.68%
20113.42%0.85%-10.94%6.65%
20103.37%-6.20%8.81%5.41%
2009-5.52%14.43%12.67%3.82%
2008-4.83%-2.22%-8.74%-14.63%
20071.87%3.45%2.53%-1.39%
20063.60%-1.52%3.49%4.81%
2005-1.50%1.43%3.39%2.27%
20041.20%-0.40%-0.30%6.86%

Rank in category (by total return)

YTD71
1-month75
3-month71
1-year66
3-year96
5-year85

Load adjusted returns

1-year12.54%
3-year1.05%
5-year5.65%
10-year4.84%