Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBGX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-1) | NA | 18.87% | -1.77% | 2.99% | 4.09% | 5.87% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBGX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-1) | 01/19/2007 | 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 (%) | 1.01 | 18.87 | -1.77 | 2.99 | 4.09 | 5.87 | NA | … | … | 13.84 | 14.22 | -22.50 | 3.67 | 8.59 | 18.95 | -5.92 | 14.02 | 5.78 | -1.76 | 5.01 | 17.24 | 11.76 | -0.04 | 12.51 | 23.52 | -26.80 | 6.37 |
| Sharpe Ratio | NA | 1.55 | -0.48 | 0.04 | 0.23 | NA | NA | … | … | 1.06 | 1.17 | -1.45 | 0.29 | 0.43 | 2.69 | -0.85 | 3.26 | 0.64 | -0.20 | 0.66 | 2.26 | 1.48 | 0.00 | 1.05 | 1.30 | -1.18 | 0.34 |
| Standard Deviation(%) | NA | 7.89 | 12.95 | 13.67 | 11.07 | NA | NA | … | … | 7.96 | 8.62 | 16.53 | 12.61 | 19.14 | 6.51 | 8.55 | 4.12 | 8.64 | 8.80 | 7.54 | 7.62 | 7.96 | 14.83 | 11.87 | 18.03 | 23.51 | 11.15 |
| Draw Down(%) | NA | 4.45 | 28.47 | 29.27 | 29.27 | NA | NA | … | … | 4.45 | 8.23 | 22.75 | 11.05 | 25.20 | 3.20 | 12.10 | 1.44 | 7.28 | 8.25 | 5.65 | 5.88 | 6.43 | 14.09 | 9.51 | 19.03 | 35.94 | 6.87 |
| Yield(%) | 0.00 | 0.76 | 0.69 | 1.32 | 3.39 | 3.96 | 3.14 | … | … | 0.30 | 0.59 | 0.44 | 1.15 | 1.06 | 4.14 | 8.04 | 6.98 | 3.22 | 7.04 | 3.99 | 3.15 | 1.79 | 1.70 | 1.87 | 2.48 | 8.16 | 7.79 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PSBGX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-1) |
-4.45%
Dec 2019 – Dec 2022 |
-0.48%
Dec 2017 – Dec 2022 |
2.54%
Oct 2013 – Oct 2023 |
3.26%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBGX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-1) |
18.78%
Feb 2009 – Feb 2012 |
15.77%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
7.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart