Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSGVX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-2) | NA | 26.59% | 11.39% | 12.89% | 9.70% | NA | NA | … | … |
Data as of 03/01/2021, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGVX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-2) | 01/22/2007 | 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 (%) | -0.05 | 26.59 | 11.39 | 12.89 | 9.70 | NA | NA | … | … | 4.68 | 13.73 | 26.36 | -9.30 | 21.21 | 5.26 | -2.53 | 7.34 | 26.88 | 14.55 | -2.63 | 15.18 | 26.11 | -37.78 | 7.93 |
| Sharpe Ratio | NA | 0.96 | 0.50 | 0.70 | 0.56 | NA | NA | … | … | 2.15 | 0.42 | 2.36 | -0.81 | 3.41 | 0.39 | -0.19 | 0.62 | 2.35 | 1.12 | -0.11 | 0.84 | 0.98 | -1.03 | 0.33 |
| Standard Deviation(%) | NA | 32.03 | 20.98 | 17.30 | 16.54 | NA | NA | … | … | 15.94 | 32.12 | 10.59 | 13.10 | 6.05 | 12.88 | 13.58 | 11.76 | 11.41 | 13.02 | 24.10 | 17.93 | 26.52 | 37.36 | 16.42 |
| Draw Down(%) | NA | 29.83 | 34.94 | 34.94 | 34.94 | NA | NA | … | … | 4.23 | 34.94 | 5.76 | 18.31 | 1.86 | 11.05 | 11.96 | 8.63 | 7.25 | 10.70 | 21.62 | 14.38 | 25.45 | 48.72 | 9.98 |
| Yield(%) | 0.00 | 4.53 | 7.94 | 8.05 | 7.24 | 5.01 | 3.76 | … | … | 0.00 | 4.27 | 5.24 | 15.77 | 7.53 | 3.41 | 11.89 | 6.57 | 1.88 | 0.95 | 0.53 | 0.92 | 1.36 | 6.69 | 8.39 |
Data as of 03/01/2021, 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 |
|---|---|---|---|---|
| PSGVX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-2) |
-9.13%
Jun 2007 – Jun 2010 |
-1.88%
May 2007 – May 2012 |
4.41%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGVX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-2) |
22.82%
Feb 2009 – Feb 2012 |
20.08%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart