Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGVX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-2) | NA | 21.43% | 10.07% | 11.58% | 8.77% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGVX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-2) | 01/19/2007 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 21.43 | 10.07 | 11.58 | 8.77 | NA | NA | … | … | 3.78 | 10.89 | 23.09 | -7.43 | 18.77 | 6.13 | -1.99 | 5.87 | 22.96 | 13.12 | -1.19 | 14.08 | 24.75 | -33.59 | 7.20 |
| Sharpe Ratio | NA | 0.94 | 0.53 | 0.75 | 0.60 | NA | NA | … | … | 2.04 | 0.40 | 2.47 | -0.76 | 3.28 | 0.52 | -0.17 | 0.59 | 2.36 | 1.23 | -0.06 | 0.90 | 1.06 | -1.07 | 0.32 |
| Standard Deviation(%) | NA | 26.30 | 17.35 | 14.46 | 13.86 | NA | NA | … | … | 13.28 | 26.38 | 8.77 | 11.52 | 5.55 | 11.39 | 11.73 | 9.89 | 9.69 | 10.69 | 20.09 | 15.53 | 23.30 | 32.09 | 14.55 |
| Draw Down(%) | NA | 26.10 | 30.55 | 30.55 | 30.55 | NA | NA | … | … | 3.52 | 30.55 | 4.48 | 15.52 | 1.62 | 9.76 | 10.41 | 7.43 | 6.51 | 8.84 | 18.46 | 12.38 | 23.16 | 43.84 | 8.88 |
| Yield(%) | 0.00 | 3.64 | 6.01 | 6.72 | 6.03 | 4.54 | 3.40 | … | … | 0.00 | 3.47 | 4.03 | 11.19 | 8.77 | 3.10 | 9.51 | 4.79 | 2.16 | 1.33 | 1.15 | 1.35 | 1.77 | 8.50 | 8.81 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PCGVX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-2) |
-6.92%
Jun 2007 – Jun 2010 |
-0.65%
May 2007 – May 2012 |
4.53%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGVX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-2) |
21.18%
Feb 2009 – Feb 2012 |
18.31%
Feb 2009 – Feb 2014 |
11.73%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart