Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS J) | 5.73% | 9.18% | 6.94% | 3.70% | 4.38% | 5.41% | NA | 4.91% |
Data as of 07/24/2025, AR inception is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS J) | 01/18/2007 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 9.18 | 6.94 | 3.70 | 4.38 | 5.41 | NA | 4.91 | 5.73 | 6.07 | 11.92 | -16.79 | 3.80 | 8.05 | 15.76 | -3.93 | 11.14 | 6.03 | -1.11 | 4.85 | 11.77 | 10.77 | 1.71 | 11.22 | 21.66 | -19.38 | 5.68 |
| Sharpe Ratio | NA | 0.56 | 0.52 | 0.19 | 0.35 | NA | NA | 0.44 | 0.76 | -0.08 | 1.14 | -1.56 | 0.44 | 0.56 | 3.33 | -0.92 | 3.61 | 0.95 | -0.19 | 0.92 | 2.14 | 2.05 | 0.17 | 1.38 | 1.79 | -1.32 | 0.40 |
| Standard Deviation(%) | NA | 7.56 | 7.98 | 8.48 | 8.03 | NA | NA | 8.52 | 8.54 | 6.44 | 6.79 | 11.68 | 8.59 | 13.79 | 4.32 | 5.71 | 2.92 | 6.11 | 6.01 | 5.26 | 5.48 | 5.27 | 9.95 | 8.04 | 12.02 | 15.34 | 7.43 |
| Draw Down(%) | NA | 6.78 | 11.16 | 23.76 | 23.76 | NA | NA | 30.16 | 6.71 | 5.11 | 6.88 | 19.20 | 7.55 | 19.98 | 1.93 | 8.16 | 1.18 | 4.94 | 6.11 | 3.77 | 5.17 | 4.29 | 9.52 | 6.09 | 13.57 | 26.76 | 4.50 |
| Yield(%) | 0.00 | 3.35 | 2.81 | 2.39 | 3.65 | 4.23 | 3.65 | 4.06 | 0.41 | 3.94 | 2.63 | 1.96 | 1.86 | 2.00 | 4.07 | 6.86 | 5.36 | 3.42 | 5.83 | 4.10 | 4.30 | 3.35 | 3.20 | 3.00 | 3.57 | 6.22 | 6.68 |
Data as of 07/24/2025, AR inception is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS J) |
-2.45%
Apr 2021 - Apr 2024 |
0.74%
Dec 2017 - Dec 2022 |
2.77%
Oct 2013 - Oct 2023 |
3.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS J) |
16.20%
Feb 2009 - Feb 2012 |
13.27%
Feb 2009 - Feb 2014 |
8.63%
Feb 2009 - Feb 2019 |
6.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart