Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGGX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-1) | NA | 25.25% | 5.70% | 10.00% | 8.16% | 9.48% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGGX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-1) | 01/22/2007 | 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 (%) | 1.38 | 25.25 | 5.70 | 10.00 | 8.16 | 9.48 | NA | … | … | 19.20 | 20.30 | -19.66 | 18.69 | 14.15 | 26.19 | -9.64 | 21.05 | 5.19 | -2.74 | 7.42 | 26.54 | 14.40 | -2.77 | 15.11 | 25.58 | -37.71 | 7.80 |
| Sharpe Ratio | NA | 1.67 | 0.06 | 0.40 | 0.42 | NA | NA | … | … | 1.29 | 1.32 | -0.95 | 1.46 | 0.47 | 2.35 | -0.84 | 3.38 | 0.39 | -0.20 | 0.63 | 2.33 | 1.11 | -0.12 | 0.84 | 0.96 | -1.03 | 0.32 |
| Standard Deviation(%) | NA | 11.00 | 16.23 | 19.03 | 15.81 | NA | NA | … | … | 11.18 | 12.25 | 22.22 | 12.77 | 29.74 | 10.57 | 13.14 | 6.06 | 12.92 | 13.62 | 11.75 | 11.39 | 13.02 | 24.18 | 17.87 | 26.58 | 37.42 | 16.42 |
| Draw Down(%) | NA | 7.22 | 26.48 | 34.94 | 34.94 | NA | NA | … | … | 7.22 | 10.50 | 26.37 | 5.94 | 34.94 | 5.72 | 18.65 | 1.82 | 11.04 | 12.03 | 8.65 | 7.27 | 10.72 | 21.66 | 14.36 | 25.75 | 48.77 | 10.03 |
| Yield(%) | 0.00 | 0.34 | 4.47 | 4.89 | 6.02 | 7.18 | 4.44 | … | … | 0.00 | 0.39 | 6.56 | 8.04 | 3.32 | 4.98 | 15.18 | 6.71 | 3.27 | 11.99 | 6.40 | 1.68 | 0.94 | 0.33 | 0.65 | 1.23 | 6.75 | 8.26 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PSGGX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-1) |
-9.25%
Jun 2007 – Jun 2010 |
-2.01%
May 2007 – May 2012 |
4.28%
May 2007 – May 2017 |
4.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGGX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-1) |
22.55%
Feb 2009 – Feb 2012 |
19.87%
Feb 2009 – Feb 2014 |
12.47%
Feb 2009 – Feb 2019 |
11.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart