Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS A) | 7.15% | 17.87% | 14.19% | 3.66% | 6.59% | 6.59% | 6.16% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS A) | 07/30/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 17.87 | 14.19 | 3.66 | 6.59 | 6.59 | 6.16 | … | … | 7.15 | 13.63 | 10.86 | 17.07 | -21.47 | 4.50 | 9.04 | 19.58 | -5.44 | 14.65 | 6.31 | -1.30 | 6.39 | 17.12 | 12.28 | 0.53 | 13.11 | 24.05 | -26.28 | 8.29 | 10.37 | 5.21 | 9.24 | 21.35 | -9.41 | -0.47 | 0.49 | 27.08 | 16.30 | 9.31 | 7.37 |
| Sharpe Ratio | NA | 1.92 | 1.21 | 0.10 | 0.44 | NA | NA | … | … | 1.55 | 1.02 | 0.87 | 1.57 | -1.40 | 0.36 | 0.46 | 2.77 | -0.80 | 3.48 | 0.71 | -0.15 | 0.85 | 2.25 | 1.55 | 0.03 | 1.09 | 1.33 | -1.15 | 0.48 | 0.95 | 0.48 | 1.23 | 2.53 | -0.89 | -0.26 | -0.25 | 1.99 | 1.04 | 0.47 | 1.85 |
| Standard Deviation(%) | NA | 8.21 | 9.36 | 11.72 | 11.23 | NA | NA | … | … | 10.17 | 10.54 | 8.29 | 8.61 | 16.45 | 12.49 | 19.17 | 6.54 | 8.57 | 4.04 | 8.63 | 8.84 | 7.51 | 7.59 | 7.98 | 14.89 | 11.92 | 17.97 | 23.64 | 10.86 | 7.31 | 6.19 | 6.72 | 8.16 | 11.91 | 11.43 | 14.75 | 11.92 | 12.36 | 12.03 | 7.91 |
| Draw Down(%) | NA | 6.64 | 10.61 | 28.43 | 28.43 | NA | NA | … | … | 6.64 | 10.61 | 4.39 | 8.10 | 22.06 | 10.85 | 25.29 | 3.21 | 11.70 | 1.41 | 7.24 | 8.12 | 5.57 | 5.80 | 6.37 | 13.91 | 9.35 | 18.92 | 35.67 | 6.81 | 6.58 | 3.89 | 5.78 | 6.59 | 18.30 | 14.53 | 14.33 | 6.69 | 16.71 | 11.93 | 3.91 |
| Yield(%) | 0.00 | 10.48 | 7.22 | 3.92 | 5.00 | 5.26 | 5.03 | … | … | 0.00 | 11.01 | 7.22 | 1.86 | 1.34 | 1.45 | 1.59 | 4.66 | 8.40 | 7.44 | 3.71 | 7.48 | 4.48 | 3.68 | 2.34 | 2.17 | 2.37 | 2.89 | 8.51 | 8.61 | 2.70 | 2.00 | 1.77 | 2.07 | 2.41 | 5.05 | 7.24 | 6.30 | 10.55 | 6.95 | 4.15 |
Data as of 06/03/2026, Common starting date is 07/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS A) |
-8.67%
Feb 2006 – Feb 2009 |
-2.75%
Feb 2004 – Feb 2009 |
2.13%
Feb 1999 – Feb 2009 |
3.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS A) |
19.88%
Mar 1997 – Mar 2000 |
16.39%
Feb 2009 – Feb 2014 |
10.54%
Feb 2009 – Feb 2019 |
8.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart