Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIFIX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO INSTITUTIONAL CLASS) | 3.32% | 10.19% | 8.59% | 2.46% | 4.36% | 4.63% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIFIX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO INSTITUTIONAL CLASS) | 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 | 10.19 | 8.59 | 2.46 | 4.36 | 4.63 | NA | … | … | 3.32 | 9.87 | 6.61 | 9.41 | -13.19 | 2.53 | 6.00 | 13.25 | -2.20 | 8.16 | 6.71 | -1.43 | 5.31 | 8.04 | 10.54 | 3.24 | 10.12 | 21.30 | -13.83 | 4.52 |
| Sharpe Ratio | NA | 1.79 | 1.03 | 0.01 | 0.47 | NA | NA | … | … | 1.00 | 1.35 | 0.60 | 0.95 | -1.70 | 0.40 | 0.59 | 4.29 | -1.09 | 3.73 | 1.52 | -0.34 | 1.45 | 1.93 | 3.09 | 0.49 | 1.86 | 2.52 | -1.39 | 0.38 |
| Standard Deviation(%) | NA | 4.53 | 5.44 | 6.44 | 5.85 | NA | NA | … | … | 5.61 | 5.19 | 5.02 | 6.09 | 8.63 | 6.30 | 9.72 | 2.75 | 3.31 | 2.02 | 4.27 | 4.25 | 3.66 | 4.15 | 3.42 | 6.55 | 5.40 | 8.42 | 10.61 | 4.45 |
| Draw Down(%) | NA | 3.94 | 5.96 | 20.83 | 20.83 | NA | NA | … | … | 3.94 | 4.73 | 2.88 | 5.96 | 17.13 | 5.90 | 15.51 | 0.92 | 4.63 | 1.12 | 3.20 | 5.07 | 2.56 | 4.55 | 2.90 | 6.60 | 4.09 | 10.31 | 20.67 | 2.38 |
| Yield(%) | 0.00 | 3.90 | 3.61 | 2.73 | 3.48 | 3.92 | 3.96 | … | … | 0.85 | 4.01 | 3.21 | 3.05 | 2.45 | 2.25 | 2.42 | 3.51 | 6.75 | 3.62 | 3.47 | 5.15 | 4.23 | 4.61 | 4.63 | 3.83 | 3.72 | 4.92 | 6.08 | 5.96 |
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 |
|---|---|---|---|---|
| PIFIX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO INSTITUTIONAL CLASS) |
-2.32%
Oct 2020 – Oct 2023 |
0.56%
Sep 2017 – Sep 2022 |
2.40%
Oct 2013 – Oct 2023 |
3.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFIX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO INSTITUTIONAL CLASS) |
15.01%
Feb 2009 – Feb 2012 |
12.04%
Feb 2009 – Feb 2014 |
7.83%
Feb 2009 – Feb 2019 |
6.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart