Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) | 3.08% | 6.20% | 6.27% | 2.74% | 3.33% | 4.48% | NA | 4.29% |
Data as of 06/20/2025, AR inception is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) | 01/18/2007 | 06/20/2025 |
| 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 (%) | 0.08 | 6.20 | 6.27 | 2.74 | 3.33 | 4.48 | NA | 4.29 | 3.08 | 6.57 | 9.25 | -13.30 | 2.31 | 5.94 | 13.09 | -2.32 | 8.07 | 6.57 | -1.67 | 4.94 | 7.78 | 10.13 | 2.87 | 9.58 | 20.70 | -14.52 | 4.12 |
| Sharpe Ratio | NA | 0.53 | 0.48 | 0.11 | 0.33 | NA | NA | 0.53 | 0.57 | 0.59 | 0.94 | -1.72 | 0.36 | 0.58 | 4.25 | -1.09 | 3.81 | 1.50 | -0.40 | 1.33 | 1.87 | 3.02 | 0.43 | 1.78 | 2.43 | -1.45 | 0.28 |
| Standard Deviation(%) | NA | 5.59 | 6.30 | 6.46 | 5.87 | NA | NA | 6.03 | 6.44 | 5.01 | 6.00 | 8.60 | 6.39 | 9.75 | 2.73 | 3.41 | 1.95 | 4.25 | 4.23 | 3.71 | 4.14 | 3.36 | 6.56 | 5.34 | 8.49 | 10.63 | 4.32 |
| Draw Down(%) | NA | 4.69 | 9.77 | 20.97 | 20.97 | NA | NA | 22.46 | 4.69 | 2.82 | 6.03 | 17.23 | 5.94 | 15.52 | 0.92 | 4.77 | 1.21 | 3.22 | 5.19 | 2.67 | 4.68 | 2.86 | 6.71 | 4.14 | 10.33 | 20.96 | 2.45 |
| Yield(%) | 0.00 | 3.07 | 3.01 | 2.55 | 3.36 | 3.95 | 3.53 | 3.92 | 0.88 | 3.14 | 2.95 | 2.36 | 2.11 | 2.34 | 3.41 | 6.68 | 3.51 | 3.31 | 4.94 | 3.95 | 4.35 | 4.30 | 3.47 | 3.29 | 4.45 | 5.53 | 5.49 |
Data as of 06/20/2025, AR inception is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) |
-2.43%
Oct 2020 - Oct 2023 |
0.43%
Sep 2017 - Sep 2022 |
2.24%
Oct 2013 - Oct 2023 |
3.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) |
14.50%
Feb 2009 - Feb 2012 |
11.62%
Feb 2009 - Feb 2014 |
7.52%
Feb 2009 - Feb 2019 |
5.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart