Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) | 4.89% | 13.14% | 10.74% | 2.83% | 5.23% | 5.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) | 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 (%) | 0.23 | 13.14 | 10.74 | 2.83 | 5.23 | 5.35 | NA | … | … | 4.89 | 11.41 | 8.58 | 11.74 | -16.82 | 3.69 | 7.89 | 15.69 | -4.02 | 10.99 | 5.95 | -1.12 | 4.87 | 11.91 | 10.85 | 1.83 | 11.94 | 21.95 | -19.08 | 5.88 |
| Sharpe Ratio | NA | 1.85 | 1.14 | 0.05 | 0.46 | NA | NA | … | … | 1.25 | 1.21 | 0.80 | 1.20 | -1.57 | 0.43 | 0.56 | 3.30 | -0.95 | 3.61 | 0.95 | -0.19 | 0.92 | 2.18 | 2.10 | 0.18 | 1.47 | 1.80 | -1.31 | 0.42 |
| Standard Deviation(%) | NA | 5.93 | 6.79 | 8.35 | 7.96 | NA | NA | … | … | 7.39 | 7.08 | 6.16 | 6.80 | 11.69 | 8.59 | 13.71 | 4.30 | 5.71 | 2.87 | 6.04 | 6.01 | 5.29 | 5.46 | 5.18 | 9.94 | 8.09 | 12.16 | 15.29 | 7.33 |
| Draw Down(%) | NA | 5.05 | 6.88 | 23.84 | 23.84 | NA | NA | … | … | 5.05 | 6.71 | 3.27 | 6.88 | 19.28 | 7.53 | 19.94 | 2.01 | 8.21 | 1.18 | 4.92 | 6.10 | 3.76 | 5.07 | 4.19 | 9.49 | 5.72 | 13.44 | 26.51 | 4.49 |
| Yield(%) | 0.00 | 7.71 | 5.07 | 3.18 | 3.98 | 4.30 | 4.11 | … | … | 0.00 | 8.32 | 3.81 | 2.50 | 1.87 | 1.75 | 1.87 | 3.95 | 6.75 | 5.23 | 3.35 | 5.80 | 4.12 | 4.35 | 3.44 | 3.32 | 3.58 | 3.86 | 6.53 | 6.96 |
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 |
|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) |
-2.55%
Apr 2021 – Apr 2024 |
0.66%
Dec 2017 – Dec 2022 |
2.69%
Oct 2013 – Oct 2023 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) |
16.62%
Feb 2009 – Feb 2012 |
13.54%
Feb 2009 – Feb 2014 |
8.72%
Feb 2009 – Feb 2019 |
6.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart