Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-3) | 9.66% | 21.81% | 16.84% | 4.21% | 7.76% | 7.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-3) | 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 (%) | 0.51 | 21.81 | 16.84 | 4.21 | 7.76 | 7.68 | NA | … | … | 9.66 | 2.77 | 6.50 | 18.64 | -26.52 | 8.73 | 9.88 | 23.33 | -7.33 | 19.01 | 6.29 | -1.96 | 5.86 | 23.41 | 13.36 | -1.03 | 14.26 | 24.92 | -33.44 | 7.43 |
| Sharpe Ratio | NA | 1.92 | 1.20 | 0.12 | 0.43 | NA | NA | … | … | 1.71 | 0.00 | -0.01 | 1.36 | -1.27 | 0.62 | 0.39 | 2.50 | -0.75 | 3.33 | 0.53 | -0.17 | 0.59 | 2.43 | 1.26 | -0.05 | 0.91 | 1.07 | -1.07 | 0.34 |
| Standard Deviation(%) | NA | 10.15 | 11.51 | 14.67 | 14.32 | NA | NA | … | … | 12.43 | 17.75 | 11.77 | 10.64 | 22.02 | 13.94 | 24.67 | 8.77 | 11.59 | 5.55 | 11.39 | 11.75 | 9.95 | 9.63 | 10.68 | 20.08 | 15.60 | 23.27 | 32.05 | 14.50 |
| Draw Down(%) | NA | 7.96 | 13.72 | 32.81 | 32.81 | NA | NA | … | … | 7.96 | 13.72 | 10.57 | 9.46 | 27.36 | 10.95 | 30.49 | 4.51 | 15.51 | 1.62 | 9.71 | 10.39 | 7.42 | 6.56 | 8.82 | 18.38 | 12.41 | 23.17 | 43.75 | 8.82 |
| Yield(%) | 0.00 | 13.77 | 8.84 | 4.33 | 5.84 | 6.20 | 4.77 | … | … | 0.00 | 14.29 | 8.09 | 1.23 | 0.63 | 1.12 | 1.24 | 4.56 | 11.62 | 9.25 | 3.25 | 9.91 | 4.91 | 2.43 | 1.68 | 1.45 | 1.49 | 2.04 | 8.44 | 8.98 |
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 |
|---|---|---|---|---|
| PCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-3) |
-6.75%
Jun 2007 – Jun 2010 |
-0.46%
May 2007 – May 2012 |
3.70%
Oct 2013 – Oct 2023 |
3.73%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-3) |
21.41%
Feb 2009 – Feb 2012 |
18.51%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
9.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart