Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGLX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-4) | NA | 25.27% | 3.68% | 8.36% | 7.62% | 9.29% | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGLX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-4) | 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 (%) | 1.42 | 25.27 | 3.68 | 8.36 | 7.62 | 9.29 | NA | … | … | 19.73 | 19.94 | -26.29 | 12.07 | 11.63 | 26.91 | -9.19 | 21.67 | 5.69 | -2.23 | 7.47 | 27.78 | 14.93 | -2.28 | 15.65 | 26.39 | -37.45 | 8.31 |
| Sharpe Ratio | NA | 1.62 | -0.23 | 0.20 | 0.32 | NA | NA | … | … | 1.35 | 1.28 | -1.17 | 0.82 | 0.38 | 2.41 | -0.80 | 3.47 | 0.43 | -0.17 | 0.63 | 2.42 | 1.15 | -0.10 | 0.87 | 0.99 | -1.03 | 0.36 |
| Standard Deviation(%) | NA | 11.04 | 17.46 | 19.74 | 16.23 | NA | NA | … | … | 11.12 | 12.34 | 23.71 | 14.75 | 29.95 | 10.58 | 13.14 | 6.08 | 12.88 | 13.61 | 11.83 | 11.45 | 13.01 | 24.12 | 17.88 | 26.53 | 37.32 | 16.40 |
| Draw Down(%) | NA | 7.17 | 30.91 | 34.91 | 34.91 | NA | NA | … | … | 7.17 | 10.38 | 26.74 | 11.05 | 34.91 | 5.72 | 18.22 | 1.85 | 11.00 | 11.93 | 8.56 | 7.26 | 10.64 | 21.49 | 14.32 | 25.50 | 48.56 | 9.96 |
| Yield(%) | 0.00 | 0.34 | 2.51 | 3.05 | 5.50 | 6.79 | 4.30 | … | … | 0.00 | 0.39 | 6.56 | 1.16 | 1.22 | 5.50 | 15.97 | 7.93 | 3.91 | 12.30 | 6.94 | 2.23 | 1.47 | 0.94 | 1.11 | 1.49 | 6.90 | 8.76 |
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 |
|---|---|---|---|---|
| PSGLX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-4) |
-8.80%
Jun 2007 – Jun 2010 |
-1.52%
May 2007 – May 2012 |
4.80%
May 2007 – May 2017 |
4.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGLX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-4) |
23.19%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
13.04%
Feb 2009 – Feb 2019 |
11.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart