Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCWIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 7.60% | 4.98% | 6.97% | 4.93% | 5.82% | 8.02% | NA | 6.03% |
Data as of 07/21/2025, AR inception is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCWIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 01/19/2007 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 4.98 | 6.97 | 4.93 | 5.82 | 8.02 | NA | 6.03 | 7.60 | 8.59 | 19.34 | -25.95 | 9.58 | 10.52 | 23.95 | -6.80 | 19.66 | 6.92 | -1.39 | 6.03 | 24.73 | 14.00 | -0.51 | 15.29 | 25.69 | -32.96 | 8.01 |
| Sharpe Ratio | NA | 0.12 | 0.32 | 0.20 | 0.30 | NA | NA | 0.30 | 0.66 | 0.17 | 1.43 | -1.25 | 0.69 | 0.41 | 2.58 | -0.70 | 3.45 | 0.59 | -0.12 | 0.60 | 2.54 | 1.31 | -0.03 | 0.98 | 1.10 | -1.06 | 0.38 |
| Standard Deviation(%) | NA | 15.59 | 14.96 | 15.18 | 14.63 | NA | NA | 16.31 | 16.68 | 11.59 | 10.66 | 21.92 | 13.83 | 24.69 | 8.75 | 11.60 | 5.55 | 11.42 | 11.74 | 10.03 | 9.73 | 10.71 | 20.09 | 15.56 | 23.29 | 31.94 | 14.50 |
| Draw Down(%) | NA | 18.19 | 18.19 | 32.16 | 32.16 | NA | NA | 49.12 | 13.62 | 9.63 | 9.31 | 26.82 | 10.77 | 30.51 | 4.43 | 15.05 | 1.60 | 9.66 | 10.21 | 7.32 | 6.44 | 8.67 | 18.24 | 12.07 | 22.94 | 43.45 | 8.84 |
| Yield(%) | 0.00 | 1.63 | 1.59 | 1.70 | 4.54 | 6.02 | 4.13 | 4.59 | 0.00 | 1.83 | 1.84 | 1.12 | 1.72 | 1.77 | 5.19 | 11.97 | 9.77 | 3.92 | 10.31 | 5.47 | 2.95 | 2.22 | 1.87 | 2.28 | 2.43 | 8.71 | 9.56 |
Data as of 07/21/2025, AR inception is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
-6.05%
Jun 2007 - Jun 2010 |
0.20%
May 2007 - May 2012 |
4.34%
Oct 2013 - Oct 2023 |
4.39%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWIX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
22.22%
Feb 2009 - Feb 2012 |
19.27%
Feb 2009 - Feb 2014 |
12.58%
Feb 2009 - Feb 2019 |
9.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart