Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCWSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-4) | NA | 22.62% | -1.15% | 4.52% | 5.60% | 7.54% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCWSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-4) | 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 (%) | 1.20 | 22.62 | -1.15 | 4.52 | 5.60 | 7.54 | NA | … | … | 17.58 | 17.65 | -26.95 | 9.13 | 10.10 | 23.54 | -7.23 | 19.21 | 6.52 | -1.74 | 5.92 | 23.83 | 13.68 | -0.93 | 14.52 | 25.27 | -33.23 | 7.63 |
| Sharpe Ratio | NA | 1.63 | -0.36 | 0.12 | 0.28 | NA | NA | … | … | 1.29 | 1.26 | -1.29 | 0.66 | 0.40 | 2.53 | -0.74 | 3.35 | 0.55 | -0.15 | 0.59 | 2.45 | 1.28 | -0.05 | 0.93 | 1.08 | -1.07 | 0.35 |
| Standard Deviation(%) | NA | 9.70 | 16.11 | 17.28 | 14.19 | NA | NA | … | … | 9.77 | 10.71 | 22.00 | 13.86 | 24.67 | 8.76 | 11.59 | 5.57 | 11.44 | 11.73 | 10.03 | 9.72 | 10.75 | 20.06 | 15.58 | 23.21 | 31.94 | 14.49 |
| Draw Down(%) | NA | 5.92 | 31.66 | 32.47 | 32.47 | NA | NA | … | … | 5.92 | 9.45 | 27.08 | 10.82 | 30.51 | 4.45 | 15.42 | 1.66 | 9.69 | 10.31 | 7.41 | 6.51 | 8.76 | 18.35 | 12.35 | 23.05 | 43.69 | 8.81 |
| Yield(%) | 0.00 | 0.19 | 0.42 | 1.35 | 4.24 | 5.16 | 3.62 | … | … | 0.00 | 0.21 | 0.13 | 1.14 | 1.40 | 4.59 | 11.62 | 9.35 | 3.51 | 9.94 | 5.12 | 2.61 | 1.81 | 1.54 | 1.63 | 2.00 | 8.45 | 9.18 |
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 |
|---|---|---|---|---|
| PCWSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-4) |
-6.51%
Jun 2007 – Jun 2010 |
-0.24%
May 2007 – May 2012 |
3.83%
Oct 2013 – Oct 2023 |
3.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWSX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-4) |
21.64%
Feb 2009 – Feb 2012 |
18.74%
Feb 2009 – Feb 2014 |
12.12%
Feb 2009 – Feb 2019 |
9.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart