Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCNSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-2) | NA | 11.94% | 6.97% | 7.43% | 5.87% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCNSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED 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 (%) | -0.15 | 11.94 | 6.97 | 7.43 | 5.87 | NA | NA | … | … | 1.55 | 7.82 | 14.98 | -4.43 | 10.46 | 5.47 | -1.59 | 4.50 | 11.18 | 10.35 | 1.30 | 11.27 | 21.45 | -19.47 | 5.49 |
| Sharpe Ratio | NA | 0.96 | 0.66 | 0.88 | 0.76 | NA | NA | … | … | 1.35 | 0.54 | 3.16 | -1.00 | 3.44 | 0.86 | -0.27 | 0.85 | 2.05 | 1.99 | 0.13 | 1.41 | 1.77 | -1.32 | 0.38 |
| Standard Deviation(%) | NA | 14.10 | 9.14 | 7.63 | 7.21 | NA | NA | … | … | 7.73 | 14.07 | 4.30 | 5.76 | 2.87 | 6.11 | 6.08 | 5.28 | 5.44 | 5.22 | 9.92 | 7.96 | 12.08 | 15.43 | 7.33 |
| Draw Down(%) | NA | 17.72 | 19.97 | 19.97 | 19.97 | NA | NA | … | … | 1.97 | 19.97 | 2.00 | 8.63 | 1.26 | 5.00 | 6.22 | 3.80 | 5.15 | 4.28 | 9.70 | 5.85 | 13.56 | 26.78 | 4.49 |
| Yield(%) | 0.00 | 2.60 | 3.93 | 4.10 | 4.05 | 3.77 | 2.83 | … | … | 0.00 | 2.55 | 3.26 | 6.19 | 4.67 | 2.79 | 5.23 | 3.58 | 3.86 | 2.87 | 2.79 | 2.97 | 3.19 | 6.09 | 6.58 |
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 |
|---|---|---|---|---|
| PCNSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-2) |
0.17%
Jun 2007 – Jun 2010 |
1.78%
Mar 2015 – Mar 2020 |
4.49%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCNSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-2) |
15.99%
Feb 2009 – Feb 2012 |
12.96%
Feb 2009 – Feb 2014 |
8.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart