Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIGX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-1) | NA | 11.39% | -1.34% | 1.32% | 2.41% | 3.83% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIGX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-1) | 01/22/2007 | 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 (%) | 0.50 | 11.39 | -1.34 | 1.32 | 2.41 | 3.83 | NA | … | … | 6.90 | 7.97 | -14.37 | 1.67 | 5.13 | 12.22 | -3.01 | 7.27 | 5.86 | -2.29 | 4.39 | 7.06 | 9.62 | 2.30 | 9.33 | 20.12 | -14.55 | 3.84 |
| Sharpe Ratio | NA | 0.98 | -0.76 | -0.15 | 0.15 | NA | NA | … | … | 0.14 | 0.62 | -1.82 | 0.26 | 0.50 | 3.92 | -1.28 | 3.35 | 1.33 | -0.54 | 1.18 | 1.70 | 2.86 | 0.34 | 1.73 | 2.37 | -1.45 | 0.25 |
| Standard Deviation(%) | NA | 5.14 | 7.29 | 7.36 | 5.77 | NA | NA | … | … | 5.01 | 6.06 | 8.71 | 6.31 | 9.73 | 2.76 | 3.38 | 1.99 | 4.25 | 4.28 | 3.69 | 4.14 | 3.37 | 6.58 | 5.36 | 8.44 | 10.62 | 4.35 |
| Draw Down(%) | NA | 2.87 | 20.85 | 21.69 | 21.69 | NA | NA | … | … | 2.87 | 6.30 | 17.94 | 6.00 | 15.57 | 0.92 | 5.24 | 1.27 | 3.27 | 5.43 | 2.72 | 4.72 | 2.90 | 6.84 | 4.15 | 10.53 | 21.11 | 2.51 |
| Yield(%) | 0.00 | 2.13 | 1.43 | 1.54 | 2.60 | 3.19 | 2.84 | … | … | 1.04 | 1.75 | 1.24 | 1.38 | 1.58 | 2.67 | 5.97 | 2.75 | 2.62 | 4.31 | 3.32 | 3.75 | 3.73 | 3.00 | 2.97 | 4.15 | 5.29 | 5.29 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PFIGX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-1) |
-3.35%
Oct 2020 – Oct 2023 |
-0.36%
Sep 2017 – Sep 2022 |
1.46%
Oct 2013 – Oct 2023 |
2.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIGX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-1) |
14.05%
Feb 2009 – Feb 2012 |
11.11%
Feb 2009 – Feb 2014 |
6.91%
Feb 2009 – Feb 2019 |
5.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart