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MONEY
Best savings accounts that offer above inflation rates
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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
8
Number of years down
3
Best 1-yr total return (2 May 2024)
20.68%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
POMDX
Category average
5 years
POMDX
Category average
10 years
POMDX
Category average
Alpha
-0.75
-0.01
0.06
-0.01
-0.22
-0
BETA
1
0.01
1.06
0.01
1.08
0.01
Mean annual return
0.05
0.01
0.52
0.01
0.5
0.01
R-squared
97.38
0.93
97.39
0.92
97.21
0.92
Standard deviation
12.65
0.13
13.45
0.1
10.88
0.09
Sharpe ratio
-0.2
0.01
0.3
0.01
0.41
0.01
Treynor ratio
-3.3
0.09
3.12
0.09
3.71
0.07
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