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PCWIX: STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 20.07 0.05(0.25%) July 25
See more info about PCWIX| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 01/19/2007 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 1.63% |
| Expenses | 1.09% |
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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(%) ? | 1.4 | 8.9 | 8.2 | 7.4 | 5.2 | 5.9 | 7.9 | 5.9 | 8.6 |
| Sharpe Ratio ? | NA | 0.66 | 0.12 | 0.32 | 0.2 | 0.3 | NA | 0.3 | 0.17 |
| Draw Down(%) ? | NA | 13.6 | 18.2 | 18.2 | 32.2 | 32.2 | NA | 49.1 | 9.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2007
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