Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBAPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-3) | 7.59% | 17.93% | 14.09% | 3.30% | 6.31% | 6.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBAPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-3) | 01/19/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 17.93 | 14.09 | 3.30 | 6.31 | 6.39 | NA | … | … | 7.59 | 4.30 | 5.31 | 15.27 | -21.74 | 4.02 | 8.77 | 19.26 | -5.65 | 14.45 | 6.05 | -1.43 | 5.26 | 17.64 | 12.10 | 0.38 | 12.80 | 23.86 | -26.56 | 6.62 |
| Sharpe Ratio | NA | 1.90 | 1.19 | 0.07 | 0.42 | NA | NA | … | … | 1.56 | 0.11 | -0.13 | 1.30 | -1.41 | 0.32 | 0.44 | 2.72 | -0.82 | 3.41 | 0.68 | -0.17 | 0.69 | 2.31 | 1.52 | 0.02 | 1.06 | 1.33 | -1.16 | 0.36 |
| Standard Deviation(%) | NA | 8.23 | 9.28 | 11.73 | 11.23 | NA | NA | … | … | 10.16 | 13.41 | 9.69 | 8.58 | 16.50 | 12.61 | 19.17 | 6.56 | 8.55 | 4.07 | 8.60 | 8.79 | 7.58 | 7.62 | 8.00 | 14.87 | 11.97 | 17.93 | 23.62 | 11.11 |
| Draw Down(%) | NA | 6.63 | 10.63 | 28.96 | 28.96 | NA | NA | … | … | 6.63 | 10.63 | 9.03 | 8.17 | 22.42 | 11.05 | 25.28 | 3.21 | 11.85 | 1.44 | 7.22 | 8.12 | 5.60 | 5.89 | 6.42 | 13.93 | 9.43 | 18.92 | 35.79 | 6.81 |
| Yield(%) | 0.00 | 10.61 | 7.19 | 3.80 | 4.84 | 5.11 | 4.38 | … | … | 0.00 | 11.10 | 7.17 | 1.67 | 1.18 | 1.32 | 1.38 | 4.50 | 8.33 | 7.32 | 3.48 | 7.38 | 4.31 | 3.52 | 2.20 | 2.04 | 2.21 | 2.79 | 8.44 | 8.04 |
Data as of 06/04/2026, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-3) |
-3.98%
Dec 2019 – Dec 2022 |
-0.07%
Dec 2017 – Dec 2022 |
2.92%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBAPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-3) |
19.15%
Feb 2009 – Feb 2012 |
16.14%
Feb 2009 – Feb 2014 |
10.30%
Feb 2009 – Feb 2019 |
7.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart