Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGPX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-3) | 10.78% | 24.04% | 18.64% | 6.05% | 9.21% | 8.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGPX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-3) | 01/19/2007 | 06/03/2026 |
| 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 (%) | 0.50 | 24.04 | 18.64 | 6.05 | 9.21 | 8.77 | NA | … | … | 10.78 | 16.24 | 16.27 | 21.13 | -25.97 | 11.80 | 11.39 | 26.64 | -9.37 | 21.50 | 5.43 | -2.43 | 7.45 | 27.40 | 14.67 | -2.39 | 15.35 | 26.14 | -37.53 | 7.58 |
| Sharpe Ratio | NA | 1.91 | 1.19 | 0.21 | 0.46 | NA | NA | … | … | 1.79 | 0.85 | 1.11 | 1.44 | -1.16 | 0.80 | 0.37 | 2.38 | -0.82 | 3.43 | 0.40 | -0.18 | 0.63 | 2.39 | 1.13 | -0.10 | 0.86 | 0.98 | -1.03 | 0.30 |
| Standard Deviation(%) | NA | 11.59 | 13.31 | 16.20 | 16.39 | NA | NA | … | … | 14.11 | 15.81 | 11.39 | 12.21 | 23.73 | 14.79 | 29.92 | 10.59 | 13.10 | 6.11 | 12.90 | 13.62 | 11.79 | 11.46 | 13.00 | 24.17 | 17.83 | 26.55 | 37.43 | 16.38 |
| Draw Down(%) | NA | 8.87 | 15.92 | 32.23 | 34.90 | NA | NA | … | … | 8.87 | 15.92 | 7.19 | 10.39 | 26.93 | 11.12 | 34.90 | 5.71 | 18.33 | 1.82 | 11.01 | 11.95 | 8.57 | 7.24 | 10.63 | 21.58 | 14.31 | 25.63 | 48.61 | 9.97 |
| Yield(%) | 0.00 | 12.55 | 8.49 | 4.36 | 6.28 | 6.79 | 5.00 | … | … | 0.00 | 13.07 | 7.99 | 1.21 | 0.41 | 1.52 | 0.89 | 5.41 | 15.93 | 7.68 | 3.64 | 12.27 | 6.75 | 2.06 | 1.31 | 0.70 | 1.01 | 1.52 | 6.87 | 8.52 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PSGPX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-3) |
-8.96%
Jun 2007 – Jun 2010 |
-1.69%
May 2007 – May 2012 |
4.61%
May 2007 – May 2017 |
4.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGPX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-3) |
22.95%
Feb 2009 – Feb 2012 |
20.25%
Feb 2009 – Feb 2014 |
12.82%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart