Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCCIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 5.83% | 8.05% | 6.64% | 3.59% | 4.41% | 5.55% | NA | 5.12% |
Data as of 07/24/2025, AR inception 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 | 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 | 8.05 | 6.64 | 3.59 | 4.41 | 5.55 | NA | 5.12 | 5.83 | 7.54 | 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 | 0.41 | 0.48 | 0.17 | 0.35 | NA | NA | 0.46 | 0.79 | 0.15 | 1.14 | -1.55 | 0.45 | 0.58 | 3.35 | -0.89 | 3.63 | 0.99 | -0.13 | 0.94 | 2.21 | 2.16 | 0.20 | 1.46 | 1.81 | -1.29 | 0.46 |
| Standard Deviation(%) | NA | 7.70 | 8.05 | 8.51 | 8.04 | NA | NA | 8.54 | 8.55 | 6.29 | 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 | 7.85 | 11.15 | 23.69 | 23.69 | NA | NA | 29.50 | 6.72 | 4.14 | 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 | 2.23 | 2.49 | 2.26 | 3.65 | 4.35 | 3.81 | 4.24 | 0.45 | 2.79 | 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 07/24/2025, AR inception 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