Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBLX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-4) | NA | 19.39% | -1.45% | 3.38% | 4.54% | 6.35% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBLX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-4) | 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 | 19.39 | -1.45 | 3.38 | 4.54 | 6.35 | NA | … | … | 14.31 | 14.44 | -22.26 | 4.22 | 8.96 | 19.57 | -5.47 | 14.62 | 6.23 | -1.26 | 5.45 | 17.91 | 12.36 | 0.48 | 13.09 | 24.00 | -26.37 | 6.75 |
| Sharpe Ratio | NA | 1.61 | -0.46 | 0.07 | 0.27 | NA | NA | … | … | 1.13 | 1.20 | -1.44 | 0.33 | 0.45 | 2.81 | -0.80 | 3.46 | 0.70 | -0.15 | 0.71 | 2.34 | 1.55 | 0.03 | 1.10 | 1.33 | -1.15 | 0.37 |
| Standard Deviation(%) | NA | 7.90 | 12.92 | 13.65 | 11.06 | NA | NA | … | … | 7.96 | 8.56 | 16.51 | 12.54 | 19.17 | 6.47 | 8.53 | 4.06 | 8.66 | 8.85 | 7.60 | 7.62 | 7.98 | 14.98 | 11.85 | 18.04 | 23.59 | 11.09 |
| Draw Down(%) | NA | 4.44 | 28.19 | 28.99 | 28.99 | NA | NA | … | … | 4.44 | 8.23 | 22.50 | 11.02 | 25.28 | 3.20 | 11.63 | 1.37 | 7.21 | 8.06 | 5.60 | 5.81 | 6.37 | 13.91 | 9.45 | 18.92 | 35.70 | 6.81 |
| Yield(%) | 0.00 | 1.23 | 0.95 | 1.66 | 3.78 | 4.54 | 3.53 | … | … | 0.71 | 0.84 | 0.64 | 1.41 | 1.56 | 4.67 | 8.51 | 7.49 | 3.74 | 7.54 | 4.49 | 3.71 | 2.38 | 2.21 | 2.40 | 2.92 | 8.57 | 8.17 |
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 |
|---|---|---|---|---|
| PSBLX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-4) |
-4.07%
Dec 2019 – Dec 2022 |
-0.04%
Dec 2017 – Dec 2022 |
2.99%
Oct 2013 – Oct 2023 |
3.76%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBLX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-4) |
19.36%
Feb 2009 – Feb 2012 |
16.35%
Feb 2009 – Feb 2014 |
10.51%
Feb 2009 – Feb 2019 |
7.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart