Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSWJX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS J) | 10.04% | 16.56% | 11.94% | 8.16% | 7.73% | 9.17% | NA | 6.70% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| 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 (%) | 1.67 | 16.56 | 11.94 | 8.16 | 7.73 | 9.17 | NA | 6.70 | 10.04 | 8.30 | 21.18 | -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 | 0.81 | 0.54 | 0.38 | 0.37 | NA | NA | 0.29 | 0.81 | 0.13 | 1.39 | -1.14 | 0.83 | 0.38 | 2.43 | -0.79 | 3.51 | 0.44 | -0.16 | 0.63 | 2.44 | 1.16 | -0.10 | 0.88 | 0.97 | -1.03 | 0.31 |
| Standard Deviation(%) | NA | 16.60 | 15.91 | 16.67 | 16.64 | NA | NA | 18.79 | 19.15 | 13.09 | 12.25 | 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 | 15.84 | 17.19 | 31.93 | 34.90 | NA | NA | 54.52 | 15.84 | 11.13 | 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 | 7.64 | 3.67 | 2.97 | 5.63 | 7.05 | 4.49 | 4.99 | 0.00 | 8.48 | 1.29 | 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 07/25/2025, 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 |
|---|---|---|---|---|
| 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 |
10.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart