Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIFX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-5) | 3.26% | 9.98% | 8.35% | 2.23% | 4.13% | 4.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIFX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-5) | 01/22/2007 | 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 (%) | 0.00 | 9.98 | 8.35 | 2.23 | 4.13 | 4.39 | NA | … | … | 3.26 | 9.65 | 6.42 | 9.08 | -13.33 | 2.21 | 5.79 | 13.01 | -2.43 | 7.91 | 6.48 | -1.67 | 5.05 | 7.81 | 10.20 | 3.07 | 9.81 | 21.08 | -14.14 | 4.32 |
| Sharpe Ratio | NA | 1.73 | 0.99 | -0.03 | 0.43 | NA | NA | … | … | 0.97 | 1.30 | 0.56 | 0.90 | -1.71 | 0.35 | 0.57 | 4.21 | -1.13 | 3.78 | 1.48 | -0.40 | 1.38 | 1.88 | 2.99 | 0.46 | 1.80 | 2.49 | -1.42 | 0.34 |
| Standard Deviation(%) | NA | 4.55 | 5.44 | 6.44 | 5.85 | NA | NA | … | … | 5.63 | 5.23 | 5.01 | 6.08 | 8.64 | 6.32 | 9.66 | 2.74 | 3.40 | 1.93 | 4.24 | 4.26 | 3.66 | 4.15 | 3.43 | 6.55 | 5.39 | 8.43 | 10.63 | 4.41 |
| Draw Down(%) | NA | 3.95 | 6.03 | 21.04 | 21.04 | NA | NA | … | … | 3.95 | 4.75 | 2.89 | 6.03 | 17.30 | 5.93 | 15.55 | 0.94 | 4.78 | 1.22 | 3.22 | 5.10 | 2.58 | 4.58 | 2.84 | 6.66 | 4.11 | 10.42 | 20.87 | 2.35 |
| Yield(%) | 0.00 | 3.69 | 3.38 | 2.54 | 3.26 | 3.68 | 3.73 | … | … | 0.78 | 3.78 | 3.01 | 2.82 | 2.26 | 2.01 | 2.21 | 3.28 | 6.53 | 3.38 | 3.23 | 4.92 | 3.98 | 4.39 | 4.38 | 3.57 | 3.52 | 4.70 | 5.84 | 5.77 |
Data as of 06/04/2026, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIFX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-5) |
-2.52%
Oct 2020 – Oct 2023 |
0.32%
Sep 2017 – Sep 2022 |
2.17%
Oct 2013 – Oct 2023 |
3.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIFX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-5) |
14.73%
Feb 2009 – Feb 2012 |
11.78%
Feb 2009 – Feb 2014 |
7.57%
Feb 2009 – Feb 2019 |
5.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart