Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCSSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-1) | NA | 14.21% | -1.42% | 2.22% | 3.18% | 4.67% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCSSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-1) | 01/19/2007 | 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 (%) | 0.72 | 14.21 | -1.42 | 2.22 | 3.18 | 4.67 | NA | … | … | 9.58 | 10.37 | -17.78 | 2.98 | 7.29 | 14.85 | -4.55 | 10.26 | 5.29 | -1.64 | 4.35 | 11.06 | 10.12 | 1.22 | 10.87 | 21.21 | -19.56 | 5.37 |
| Sharpe Ratio | NA | 1.29 | -0.62 | -0.02 | 0.21 | NA | NA | … | … | 0.61 | 0.91 | -1.64 | 0.34 | 0.51 | 3.12 | -1.04 | 3.36 | 0.83 | -0.27 | 0.83 | 2.03 | 1.97 | 0.12 | 1.35 | 1.75 | -1.33 | 0.36 |
| Standard Deviation(%) | NA | 6.03 | 9.28 | 9.81 | 7.86 | NA | NA | … | … | 5.99 | 6.76 | 11.72 | 8.64 | 13.74 | 4.30 | 5.66 | 2.88 | 6.10 | 6.12 | 5.21 | 5.42 | 5.14 | 10.00 | 8.02 | 12.08 | 15.39 | 7.42 |
| Draw Down(%) | NA | 3.36 | 23.60 | 24.43 | 24.43 | NA | NA | … | … | 3.36 | 7.12 | 19.82 | 7.63 | 20.02 | 2.02 | 8.68 | 1.18 | 5.02 | 6.26 | 3.78 | 5.09 | 4.30 | 9.75 | 6.21 | 13.56 | 26.82 | 4.58 |
| Yield(%) | 0.00 | 1.56 | 1.08 | 1.44 | 2.83 | 3.38 | 2.90 | … | … | 0.71 | 1.26 | 0.87 | 1.11 | 1.23 | 3.30 | 6.14 | 4.61 | 2.69 | 5.20 | 3.44 | 3.71 | 2.80 | 2.72 | 2.67 | 3.30 | 5.99 | 6.46 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PCSSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-1) |
-3.52%
Apr 2021 – Apr 2024 |
-0.08%
Dec 2017 – Dec 2022 |
1.99%
Oct 2013 – Oct 2023 |
3.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-1) |
15.71%
Feb 2009 – Feb 2012 |
12.75%
Feb 2009 – Feb 2014 |
7.99%
Feb 2009 – Feb 2019 |
6.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart