Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCCIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 4.88% | 13.23% | 10.96% | 3.04% | 5.48% | 5.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCCIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 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 | 13.23 | 10.96 | 3.04 | 5.48 | 5.60 | NA | … | … | 4.88 | 11.65 | 8.80 | 11.99 | -16.59 | 3.93 | 8.24 | 15.85 | -3.77 | 11.26 | 6.21 | -0.78 | 5.03 | 12.26 | 11.10 | 2.07 | 11.77 | 22.21 | -18.87 | 6.08 |
| Sharpe Ratio | NA | 1.88 | 1.18 | 0.07 | 0.49 | NA | NA | … | … | 1.28 | 1.25 | 0.85 | 1.23 | -1.55 | 0.45 | 0.58 | 3.33 | -0.90 | 3.62 | 0.99 | -0.14 | 0.94 | 2.21 | 2.16 | 0.20 | 1.46 | 1.81 | -1.29 | 0.44 |
| Standard Deviation(%) | NA | 5.92 | 6.78 | 8.34 | 7.97 | NA | NA | … | … | 7.36 | 7.06 | 6.12 | 6.83 | 11.68 | 8.60 | 13.76 | 4.31 | 5.72 | 2.94 | 6.03 | 6.01 | 5.31 | 5.52 | 5.16 | 9.94 | 8.01 | 12.19 | 15.34 | 7.51 |
| Draw Down(%) | NA | 5.04 | 6.82 | 23.69 | 23.69 | NA | NA | … | … | 5.04 | 6.72 | 3.27 | 6.82 | 19.11 | 7.59 | 19.92 | 2.01 | 8.03 | 1.26 | 4.92 | 5.96 | 3.69 | 5.07 | 4.19 | 9.43 | 5.98 | 13.44 | 26.41 | 4.49 |
| Yield(%) | 0.00 | 7.87 | 5.29 | 3.38 | 4.22 | 4.55 | 4.32 | … | … | 0.00 | 8.56 | 4.05 | 2.75 | 2.09 | 2.00 | 2.11 | 4.21 | 6.99 | 5.49 | 3.60 | 6.05 | 4.37 | 4.59 | 3.68 | 3.55 | 3.43 | 4.09 | 6.77 | 7.15 |
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 |
|---|---|---|---|---|
| PCCIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
-2.31%
Apr 2021 – Apr 2024 |
0.91%
Dec 2017 – Dec 2022 |
2.94%
Oct 2013 – Oct 2023 |
3.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCCIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
16.68%
Feb 2009 – Feb 2012 |
13.70%
Feb 2009 – Feb 2014 |
8.93%
Feb 2009 – Feb 2019 |
7.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart