Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGGX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-1) | NA | 22.69% | -1.45% | 4.57% | 5.36% | 7.21% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGGX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-1) | 01/22/2007 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 22.69 | -1.45 | 4.57 | 5.36 | 7.21 | NA | … | … | 17.02 | 17.69 | -27.18 | 8.49 | 11.84 | 22.93 | -7.63 | 18.72 | 5.90 | -2.17 | 5.89 | 22.62 | 13.02 | -1.39 | 14.23 | 24.54 | -33.67 | 7.59 |
| Sharpe Ratio | NA | 1.64 | -0.38 | 0.12 | 0.27 | NA | NA | … | … | 1.23 | 1.27 | -1.30 | 0.61 | 0.47 | 2.45 | -0.78 | 3.29 | 0.50 | -0.19 | 0.60 | 2.35 | 1.23 | -0.07 | 0.91 | 1.05 | -1.08 | 0.35 |
| Standard Deviation(%) | NA | 9.62 | 16.14 | 17.25 | 14.17 | NA | NA | … | … | 9.75 | 10.68 | 22.04 | 13.95 | 24.53 | 8.79 | 11.56 | 5.53 | 11.45 | 11.73 | 9.85 | 9.60 | 10.67 | 20.17 | 15.59 | 23.23 | 31.98 | 14.55 |
| Draw Down(%) | NA | 5.93 | 32.26 | 33.05 | 33.05 | NA | NA | … | … | 5.93 | 9.52 | 27.58 | 10.99 | 30.50 | 4.49 | 15.71 | 1.62 | 9.83 | 10.46 | 7.43 | 6.52 | 8.84 | 18.53 | 12.28 | 23.14 | 43.90 | 8.83 |
| Yield(%) | 0.00 | 0.09 | 0.29 | 1.62 | 4.13 | 4.87 | 3.42 | … | … | 0.00 | 0.11 | 0.07 | 0.85 | 3.45 | 4.30 | 10.95 | 8.71 | 2.99 | 9.48 | 4.63 | 1.96 | 1.32 | 0.95 | 1.40 | 1.69 | 8.36 | 8.73 |
Data as of 11/25/2024, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGGX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-1) |
-6.97%
Jun 2007 – Jun 2010 |
-0.73%
May 2007 – May 2012 |
3.55%
Oct 2013 – Oct 2023 |
3.54%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGGX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-1) |
21.15%
Feb 2009 – Feb 2012 |
18.22%
Feb 2009 – Feb 2014 |
11.59%
Feb 2009 – Feb 2019 |
9.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart