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Pacific Funds Port Optim Mod Adv (POMDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.15+0.09 (+0.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.15%
5-year average return5.83%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)20.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return20.68%
Worst 3-yr total return1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOMDXCategory
YTD1.57%9.69%
1-month-3.09%0.91%
3-month1.29%5.21%
1-year10.04%27.06%
3-year-0.17%11.00%
5-year5.53%10.26%
10-year5.52%8.34%
Last bull market16.66%15.58%
Last bear market-13.20%-12.16%

Annual total return (%) history

Year
POMDXCategory
2024
N/AN/A
2023
14.19%N/A
2022
-18.53%N/A
2021
12.28%N/A
2020
14.86%11.72%
2019
20.68%19.23%
2018
-7.09%-5.76%
2017
13.78%13.21%
2016
7.49%7.34%
2015
-0.73%-1.93%
2014
3.98%6.21%
2013
12.94%16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.81%N/AN/AN/A
20234.36%3.68%-3.07%8.88%
2022-7.20%-13.20%-4.90%6.34%
20213.00%5.83%-0.66%3.69%
2020-15.49%16.35%5.82%10.39%
20199.74%3.73%0.80%5.16%
2018-0.76%0.49%2.79%-9.36%
20174.02%2.77%3.41%2.91%
20160.46%1.92%3.77%1.16%
20152.01%0.00%-5.77%3.27%
20140.50%3.58%-1.31%1.22%
20134.40%-0.61%4.08%4.58%

Rank in category (by total return)

YTD60
1-month39
3-month62
1-year51
3-year92
5-year69

Load adjusted returns

1-year10.04%
3-year-0.17%
5-year5.53%
10-year5.52%