Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACAX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS A) | 10.88% | 24.34% | 18.93% | 6.47% | 9.57% | 9.08% | 7.50% | … | … |
Data as of 06/03/2026, Common starting date is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACAX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS A) | 12/24/1996 | 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 (%) | 0.51 | 24.34 | 18.93 | 6.47 | 9.57 | 9.08 | 7.50 | … | … | 10.88 | 16.56 | 15.30 | 22.72 | -25.45 | 12.41 | 11.84 | 26.87 | -9.13 | 21.68 | 5.73 | -2.32 | 8.20 | 27.00 | 14.92 | -2.30 | 15.59 | 26.48 | -37.43 | 9.34 | 12.74 | 6.98 | 11.92 | 31.27 | -21.46 | -6.66 | -4.13 | 44.67 | 22.77 | 12.38 | 0.83 |
| Sharpe Ratio | NA | 1.93 | 1.21 | 0.24 | 0.49 | NA | NA | … | … | 1.81 | 0.87 | 1.02 | 1.57 | -1.14 | 0.85 | 0.39 | 2.41 | -0.80 | 3.45 | 0.43 | -0.17 | 0.70 | 2.37 | 1.15 | -0.10 | 0.87 | 0.99 | -1.02 | 0.39 | 0.90 | 0.51 | 1.08 | 2.21 | -1.07 | -0.48 | -0.38 | 2.16 | 1.02 | 0.64 | 11.59 |
| Standard Deviation(%) | NA | 11.59 | 13.32 | 16.13 | 16.36 | NA | NA | … | … | 14.12 | 15.78 | 11.41 | 12.22 | 23.59 | 14.64 | 29.93 | 10.55 | 13.13 | 6.12 | 12.85 | 13.57 | 11.74 | 11.38 | 13.02 | 24.12 | 17.90 | 26.56 | 37.51 | 16.03 | 10.42 | 9.17 | 10.16 | 13.81 | 21.13 | 19.43 | 22.13 | 19.10 | 18.90 | 13.60 | 5.49 |
| Draw Down(%) | NA | 8.85 | 15.88 | 31.56 | 34.90 | NA | NA | … | … | 8.85 | 15.88 | 7.17 | 10.37 | 26.44 | 10.83 | 34.90 | 5.73 | 18.16 | 1.85 | 10.95 | 11.93 | 8.56 | 7.22 | 10.67 | 21.51 | 14.34 | 25.51 | 48.58 | 9.96 | 9.63 | 5.91 | 8.08 | 11.93 | 32.29 | 26.50 | 21.24 | 10.33 | 25.02 | 10.08 | 0.19 |
| Yield(%) | 0.00 | 11.99 | 8.28 | 4.35 | 6.33 | 6.88 | 5.73 | … | … | 0.00 | 12.50 | 7.84 | 1.39 | 0.55 | 1.63 | 1.21 | 5.44 | 15.55 | 7.71 | 3.82 | 12.08 | 6.81 | 2.16 | 1.37 | 0.79 | 1.02 | 1.45 | 6.68 | 8.73 | 1.29 | 0.58 | 0.26 | 0.00 | 0.00 | 4.18 | 5.07 | 5.77 | 11.04 | 6.96 | 5.67 |
Data as of 06/03/2026, Common starting date is 12/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACAX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS A) |
-14.56%
Mar 2000 – Mar 2003 |
-5.76%
Feb 2004 – Feb 2009 |
-0.29%
Aug 2000 – Aug 2010 |
3.70%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACAX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS A) |
30.90%
Mar 1997 – Mar 2000 |
20.50%
Feb 2009 – Feb 2014 |
13.06%
Feb 2009 – Feb 2019 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart