Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBVX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-2) | NA | 16.88% | 8.65% | 9.50% | 7.41% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBVX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-2) | 01/19/2007 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 16.88 | 8.65 | 9.50 | 7.41 | NA | NA | … | … | 2.72 | 9.48 | 19.06 | -5.78 | 14.20 | 5.87 | -1.67 | 5.14 | 17.46 | 11.86 | 0.15 | 12.65 | 23.60 | -26.72 | 6.47 |
| Sharpe Ratio | NA | 0.96 | 0.59 | 0.80 | 0.67 | NA | NA | … | … | 1.78 | 0.46 | 2.73 | -0.83 | 3.38 | 0.65 | -0.19 | 0.68 | 2.29 | 1.50 | 0.01 | 1.05 | 1.30 | -1.17 | 0.34 |
| Standard Deviation(%) | NA | 20.13 | 13.18 | 10.98 | 10.47 | NA | NA | … | … | 10.62 | 20.15 | 6.48 | 8.52 | 4.04 | 8.68 | 8.81 | 7.59 | 7.63 | 7.95 | 14.85 | 11.98 | 18.05 | 23.53 | 11.09 |
| Draw Down(%) | NA | 21.86 | 25.27 | 25.27 | 25.27 | NA | NA | … | … | 2.78 | 25.27 | 3.22 | 11.95 | 1.44 | 7.23 | 8.25 | 5.65 | 5.90 | 6.45 | 14.01 | 9.46 | 19.03 | 35.88 | 6.87 |
| Yield(%) | 0.00 | 3.15 | 4.98 | 5.52 | 5.07 | 4.26 | 3.19 | … | … | 0.00 | 3.04 | 4.21 | 8.16 | 7.14 | 3.38 | 7.15 | 4.12 | 3.32 | 2.03 | 1.81 | 2.14 | 2.65 | 8.25 | 7.89 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PSBVX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-2) |
-3.26%
Jun 2007 – Jun 2010 |
1.33%
May 2007 – May 2012 |
4.72%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBVX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-2) |
18.93%
Feb 2009 – Feb 2012 |
15.92%
Feb 2009 – Feb 2014 |
10.10%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart