Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSWJX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS J) | 11.40% | 24.92% | 19.27% | 6.39% | 9.63% | 9.26% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSWJX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS J) | 01/19/2007 | 06/04/2026 |
| 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 (%) | 0.63 | 24.92 | 19.27 | 6.39 | 9.63 | 9.26 | NA | … | … | 11.40 | 16.73 | 16.74 | 21.58 | -25.65 | 12.26 | 11.82 | 27.18 | -9.03 | 21.98 | 5.85 | -2.18 | 7.51 | 27.85 | 14.98 | -2.30 | 15.81 | 26.01 | -37.53 | 7.52 |
| Sharpe Ratio | NA | 1.94 | 1.22 | 0.24 | 0.49 | NA | NA | … | … | 1.82 | 0.88 | 1.16 | 1.48 | -1.14 | 0.83 | 0.38 | 2.43 | -0.80 | 3.50 | 0.44 | -0.16 | 0.63 | 2.44 | 1.16 | -0.10 | 0.88 | 0.97 | -1.03 | 0.30 |
| Standard Deviation(%) | NA | 11.65 | 13.29 | 16.18 | 16.40 | NA | NA | … | … | 14.15 | 15.78 | 11.28 | 12.21 | 23.76 | 14.78 | 29.99 | 10.60 | 13.13 | 6.12 | 12.85 | 13.60 | 11.85 | 11.42 | 13.03 | 24.12 | 17.87 | 26.59 | 37.36 | 16.07 |
| Draw Down(%) | NA | 8.84 | 15.84 | 31.93 | 34.90 | NA | NA | … | … | 8.84 | 15.84 | 7.16 | 10.36 | 26.67 | 11.07 | 34.90 | 5.75 | 18.08 | 1.86 | 10.94 | 11.92 | 8.54 | 7.18 | 10.62 | 21.51 | 14.10 | 25.63 | 48.66 | 9.97 |
| Yield(%) | 0.00 | 12.85 | 8.93 | 4.66 | 6.68 | 7.30 | 5.27 | … | … | 0.00 | 13.41 | 8.48 | 1.68 | 0.71 | 1.88 | 1.43 | 5.90 | 16.26 | 8.16 | 4.13 | 12.50 | 7.04 | 2.29 | 1.48 | 0.86 | 1.27 | 1.49 | 6.87 | 8.46 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PSWJX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS J) |
-8.91%
Jun 2007 – Jun 2010 |
-1.62%
May 2007 – May 2012 |
4.80%
May 2007 – May 2017 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSWJX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS J) |
23.18%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
13.13%
Feb 2009 – Feb 2019 |
10.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart