Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBIX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 5.61% | 16.29% | 13.92% | 3.46% | 6.68% | 6.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBIX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO INSTITUTIONAL CLASS) | 01/22/2007 | 06/05/2026 |
| 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 (%) | -1.51 | 16.29 | 13.92 | 3.46 | 6.68 | 6.84 | NA | … | … | 5.61 | 4.61 | 5.84 | 15.91 | -21.31 | 4.67 | 9.36 | 19.92 | -5.10 | 15.03 | 6.69 | -0.94 | 5.77 | 18.55 | 12.66 | 0.90 | 13.46 | 24.56 | -26.12 | 7.35 |
| Sharpe Ratio | NA | 1.61 | 1.15 | 0.08 | 0.45 | NA | NA | … | … | 1.06 | 0.13 | -0.08 | 1.38 | -1.38 | 0.37 | 0.47 | 2.83 | -0.76 | 3.56 | 0.76 | -0.11 | 0.76 | 2.43 | 1.61 | 0.06 | 1.12 | 1.36 | -1.14 | 0.43 |
| Standard Deviation(%) | NA | 8.48 | 9.29 | 11.72 | 11.22 | NA | NA | … | … | 10.44 | 13.28 | 9.70 | 8.55 | 16.52 | 12.51 | 19.15 | 6.55 | 8.49 | 4.07 | 8.59 | 8.81 | 7.60 | 7.63 | 7.88 | 14.93 | 11.95 | 18.04 | 23.61 | 11.15 |
| Draw Down(%) | NA | 6.58 | 10.50 | 28.43 | 28.43 | NA | NA | … | … | 6.58 | 10.50 | 9.09 | 8.01 | 21.97 | 10.95 | 25.25 | 3.20 | 11.38 | 1.43 | 7.20 | 7.96 | 5.56 | 5.80 | 6.28 | 13.75 | 9.29 | 18.82 | 35.40 | 6.81 |
| Yield(%) | 0.00 | 10.96 | 7.71 | 4.23 | 5.38 | 5.73 | 4.91 | … | … | 0.00 | 11.60 | 7.72 | 2.25 | 1.65 | 1.81 | 1.92 | 5.10 | 8.86 | 7.89 | 4.12 | 7.92 | 4.88 | 4.09 | 2.76 | 2.55 | 2.74 | 3.31 | 8.90 | 8.50 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PSBIX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
-3.42%
Dec 2019 – Dec 2022 |
0.50%
Dec 2017 – Dec 2022 |
3.50%
Oct 2013 – Oct 2023 |
4.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBIX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO INSTITUTIONAL CLASS) |
19.83%
Feb 2009 – Feb 2012 |
16.78%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart