Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSWIX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 8.36% | 5.86% | 10.59% | 6.86% | 6.79% | 9.17% | NA | 6.58% |
Data as of 07/18/2025, AR inception is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSWIX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO INSTITUTIONAL CLASS) | 01/19/2007 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 5.86 | 10.59 | 6.86 | 6.79 | 9.17 | NA | 6.58 | 8.36 | 9.87 | 21.42 | -25.43 | 12.56 | 12.09 | 27.33 | -8.82 | 22.11 | 6.07 | -1.93 | 7.54 | 28.71 | 15.39 | -1.93 | 16.05 | 27.06 | -37.17 | 8.16 |
| Sharpe Ratio | NA | 0.15 | 0.44 | 0.29 | 0.32 | NA | NA | 0.29 | 0.67 | 0.25 | 1.42 | -1.13 | 0.85 | 0.39 | 2.45 | -0.78 | 3.54 | 0.45 | -0.14 | 0.63 | 2.51 | 1.18 | -0.08 | 0.89 | 1.02 | -1.01 | 0.35 |
| Standard Deviation(%) | NA | 17.94 | 16.39 | 16.89 | 16.75 | NA | NA | 18.88 | 19.48 | 12.99 | 12.24 | 23.71 | 14.71 | 29.95 | 10.60 | 13.10 | 6.09 | 12.93 | 13.60 | 11.90 | 11.44 | 13.07 | 24.16 | 17.92 | 26.49 | 37.47 | 16.34 |
| Draw Down(%) | NA | 20.27 | 20.27 | 31.61 | 34.86 | NA | NA | 54.02 | 15.85 | 10.29 | 10.28 | 26.40 | 10.94 | 34.86 | 5.73 | 17.90 | 1.79 | 10.96 | 11.86 | 8.51 | 7.18 | 10.55 | 21.37 | 14.29 | 25.33 | 48.34 | 9.94 |
| Yield(%) | 0.00 | 1.26 | 1.31 | 1.56 | 4.91 | 6.87 | 4.33 | 4.81 | 0.00 | 1.42 | 1.43 | 0.83 | 2.04 | 1.56 | 6.00 | 16.24 | 8.26 | 4.29 | 12.65 | 7.30 | 2.62 | 1.86 | 1.21 | 1.45 | 1.95 | 7.13 | 9.10 |
Data as of 07/18/2025, AR inception is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSWIX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
-8.39%
Jun 2007 - Jun 2010 |
-1.11%
May 2007 - May 2012 |
5.21%
May 2007 - May 2017 |
4.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSWIX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO INSTITUTIONAL CLASS) |
23.71%
Feb 2009 - Feb 2012 |
20.98%
Feb 2009 - Feb 2014 |
13.48%
Feb 2009 - Feb 2019 |
11.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart