Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS J) | 9.83% | 22.27% | 17.30% | 4.64% | 8.20% | 8.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS J) | 01/18/2007 | 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 (%) | 0.51 | 22.27 | 17.30 | 4.64 | 8.20 | 8.06 | NA | … | … | 9.83 | 3.22 | 6.57 | 19.18 | -26.24 | 9.25 | 10.30 | 23.78 | -6.93 | 19.49 | 6.66 | -1.57 | 5.87 | 24.01 | 13.57 | -0.86 | 14.36 | 24.93 | -33.48 | 7.77 |
| Sharpe Ratio | NA | 1.96 | 1.24 | 0.15 | 0.46 | NA | NA | … | … | 1.74 | 0.02 | 0.00 | 1.41 | -1.26 | 0.66 | 0.41 | 2.55 | -0.71 | 3.41 | 0.57 | -0.14 | 0.58 | 2.47 | 1.27 | -0.04 | 0.92 | 1.07 | -1.07 | 0.36 |
| Standard Deviation(%) | NA | 10.18 | 11.55 | 14.70 | 14.33 | NA | NA | … | … | 12.49 | 17.76 | 11.82 | 10.67 | 22.04 | 13.95 | 24.68 | 8.77 | 11.59 | 5.56 | 11.39 | 11.72 | 10.02 | 9.69 | 10.70 | 20.05 | 15.55 | 23.29 | 31.96 | 14.49 |
| Draw Down(%) | NA | 7.90 | 13.67 | 32.51 | 32.51 | NA | NA | … | … | 7.90 | 13.67 | 10.84 | 9.38 | 27.11 | 10.92 | 30.49 | 4.50 | 15.20 | 1.62 | 9.70 | 10.27 | 7.40 | 6.50 | 8.75 | 18.33 | 12.43 | 23.04 | 43.78 | 8.87 |
| Yield(%) | 0.00 | 14.13 | 9.28 | 4.68 | 6.28 | 6.64 | 5.06 | … | … | 0.00 | 14.69 | 8.47 | 1.74 | 1.01 | 1.59 | 1.65 | 5.09 | 11.98 | 9.72 | 3.77 | 10.18 | 5.22 | 2.65 | 1.88 | 1.54 | 1.56 | 2.00 | 8.48 | 8.97 |
Data as of 06/04/2026, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS J) |
-6.78%
Jun 2007 – Jun 2010 |
-0.43%
May 2007 – May 2012 |
4.10%
Oct 2013 – Oct 2023 |
4.01%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGJX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS J) |
21.54%
Feb 2009 – Feb 2012 |
18.70%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart