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PCCIX: STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 12.81 0.03(0.23%) July 25
See more info about PCCIX| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 2.21% |
| Expenses | 0.82% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/19/2007 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) ? | 0.9 | 6.1 | 8.3 | 6.8 | 3.6 | 4.3 | 5.6 | 5.0 | 7.5 |
| Sharpe Ratio ? | NA | 0.79 | 0.41 | 0.48 | 0.17 | 0.35 | NA | 0.46 | 0.15 |
| Draw Down(%) ? | NA | 6.7 | 7.9 | 11.2 | 23.7 | 23.7 | NA | 29.5 | 4.1 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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