Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) | 9.84% | 22.23% | 17.20% | 4.59% | 8.12% | 8.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) | 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 (%) | 0.55 | 22.23 | 17.20 | 4.59 | 8.12 | 8.03 | NA | … | … | 9.84 | 15.30 | 14.90 | 19.04 | -26.21 | 9.20 | 10.26 | 23.65 | -7.13 | 19.36 | 6.65 | -1.61 | 5.93 | 24.15 | 13.73 | -0.75 | 15.07 | 25.38 | -33.12 | 7.76 |
| Sharpe Ratio | NA | 1.96 | 1.23 | 0.14 | 0.45 | NA | NA | … | … | 1.74 | 0.92 | 1.14 | 1.45 | -1.26 | 0.66 | 0.40 | 2.53 | -0.74 | 3.38 | 0.56 | -0.14 | 0.59 | 2.48 | 1.29 | -0.04 | 0.97 | 1.08 | -1.06 | 0.35 |
| Standard Deviation(%) | NA | 10.14 | 11.54 | 14.66 | 14.31 | NA | NA | … | … | 12.45 | 13.50 | 9.91 | 10.67 | 21.96 | 13.84 | 24.67 | 8.75 | 11.61 | 5.56 | 11.43 | 11.72 | 9.98 | 9.74 | 10.70 | 20.02 | 15.45 | 23.34 | 31.92 | 14.54 |
| Draw Down(%) | NA | 7.89 | 13.65 | 32.47 | 32.47 | NA | NA | … | … | 7.89 | 13.65 | 5.96 | 9.39 | 27.07 | 10.86 | 30.48 | 4.52 | 15.30 | 1.66 | 9.71 | 10.28 | 7.37 | 6.47 | 8.72 | 18.26 | 12.00 | 23.09 | 43.63 | 8.80 |
| Yield(%) | 0.00 | 13.84 | 9.05 | 4.56 | 6.13 | 6.54 | 5.05 | … | … | 0.00 | 14.37 | 8.27 | 1.61 | 0.91 | 1.50 | 1.52 | 4.93 | 11.76 | 9.48 | 3.71 | 9.99 | 5.24 | 2.71 | 1.99 | 1.65 | 2.10 | 2.28 | 8.68 | 9.31 |
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 |
|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) |
-6.28%
Jun 2007 – Jun 2010 |
-0.04%
May 2007 – May 2012 |
4.04%
Oct 2013 – Oct 2023 |
4.11%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) |
21.94%
Feb 2009 – Feb 2012 |
18.99%
Feb 2009 – Feb 2014 |
12.30%
Feb 2009 – Feb 2019 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart