Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-3) | 3.15% | 9.61% | 8.01% | 1.92% | 3.78% | 4.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-3) | 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 (%) | 0.00 | 9.61 | 8.01 | 1.92 | 3.78 | 4.05 | NA | … | … | 3.15 | 9.23 | 6.10 | 8.76 | -13.61 | 1.97 | 5.45 | 12.59 | -2.90 | 7.57 | 6.25 | -2.00 | 4.64 | 7.47 | 9.96 | 2.72 | 9.52 | 20.65 | -14.39 | 4.08 |
| Sharpe Ratio | NA | 1.66 | 0.93 | -0.08 | 0.37 | NA | NA | … | … | 0.92 | 1.23 | 0.49 | 0.84 | -1.74 | 0.31 | 0.53 | 3.96 | -1.28 | 3.48 | 1.42 | -0.48 | 1.25 | 1.81 | 2.93 | 0.41 | 1.75 | 2.42 | -1.44 | 0.27 |
| Standard Deviation(%) | NA | 4.56 | 5.45 | 6.47 | 5.87 | NA | NA | … | … | 5.64 | 5.17 | 5.05 | 6.11 | 8.70 | 6.33 | 9.70 | 2.80 | 3.37 | 1.99 | 4.24 | 4.26 | 3.72 | 4.12 | 3.40 | 6.56 | 5.39 | 8.50 | 10.61 | 4.41 |
| Draw Down(%) | NA | 3.95 | 6.10 | 21.28 | 21.28 | NA | NA | … | … | 3.95 | 4.78 | 2.92 | 6.10 | 17.51 | 5.96 | 15.51 | 1.00 | 5.14 | 1.24 | 3.25 | 5.31 | 2.69 | 4.69 | 2.95 | 6.72 | 4.13 | 10.42 | 20.99 | 2.43 |
| Yield(%) | 0.00 | 3.42 | 3.07 | 2.27 | 2.92 | 3.34 | 3.42 | … | … | 0.68 | 3.46 | 2.69 | 2.52 | 1.97 | 1.68 | 1.89 | 2.96 | 6.06 | 3.05 | 2.92 | 4.58 | 3.66 | 4.06 | 4.06 | 3.32 | 3.25 | 4.44 | 5.55 | 5.53 |
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 |
|---|---|---|---|---|
| PFIPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-3) |
-2.82%
Oct 2020 – Oct 2023 |
-0.03%
Sep 2017 – Sep 2022 |
1.83%
Oct 2013 – Oct 2023 |
3.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO R-3) |
14.42%
Feb 2009 – Feb 2012 |
11.46%
Feb 2009 – Feb 2014 |
7.23%
Feb 2009 – Feb 2019 |
5.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart