Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS A) | 7.64% | 12.35% | 11.69% | 9.90% | 8.30% | 9.19% | 7.21% | 7.97% |
Data as of 08/01/2025, AR inception is 09/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS A) | 09/24/1996 | 08/01/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 12.35 | 11.69 | 9.90 | 8.30 | 9.19 | 7.21 | 7.97 | 7.64 | 14.84 | 18.93 | -18.09 | 17.13 | 12.53 | 23.56 | -7.12 | 19.33 | 6.54 | -1.74 | 7.00 | 22.71 | 13.63 | -0.89 | 14.56 | 25.12 | -33.18 | 9.12 | 11.88 | 6.24 | 10.88 | 26.97 | -15.98 | -4.18 | -2.87 | 40.46 | 19.28 | 8.34 | 2.41 |
| Sharpe Ratio | NA | 0.80 | 0.75 | 0.62 | 0.51 | NA | NA | 0.41 | 0.80 | 1.14 | 1.45 | -1.01 | 1.53 | 0.50 | 2.53 | -0.74 | 3.38 | 0.55 | -0.15 | 0.71 | 2.36 | 1.28 | -0.05 | 0.93 | 1.07 | -1.07 | 0.42 | 0.91 | 0.50 | 1.14 | 2.35 | -1.02 | -0.42 | -0.38 | 2.30 | 0.98 | 0.42 | 0.90 |
| Standard Deviation(%) | NA | 14.22 | 13.17 | 13.61 | 13.83 | NA | NA | 15.10 | 16.39 | 9.86 | 10.60 | 19.37 | 11.20 | 24.33 | 8.72 | 11.58 | 5.55 | 11.42 | 11.74 | 9.87 | 9.61 | 10.68 | 20.05 | 15.51 | 23.32 | 31.91 | 14.20 | 9.36 | 7.98 | 8.71 | 11.19 | 16.80 | 15.95 | 18.77 | 16.11 | 16.18 | 11.02 | 6.30 |
| Draw Down(%) | NA | 13.68 | 15.36 | 24.89 | 30.48 | NA | NA | 49.37 | 13.68 | 5.91 | 8.95 | 24.43 | 5.12 | 30.48 | 4.49 | 15.33 | 1.62 | 9.71 | 10.30 | 7.36 | 6.51 | 8.74 | 18.36 | 12.38 | 23.05 | 43.69 | 8.85 | 8.49 | 5.11 | 7.08 | 9.43 | 26.13 | 21.53 | 15.37 | 8.88 | 22.97 | 8.92 | 2.71 |
| Yield(%) | 0.00 | 7.07 | 6.32 | 6.59 | 6.67 | 7.69 | 5.94 | 7.70 | 0.00 | 7.82 | 1.43 | 8.64 | 8.93 | 3.65 | 4.68 | 11.39 | 9.21 | 3.48 | 9.80 | 5.03 | 2.52 | 1.76 | 1.46 | 1.55 | 1.96 | 8.28 | 9.21 | 1.36 | 0.96 | 1.02 | 1.30 | 1.37 | 4.77 | 6.00 | 5.01 | 11.00 | 5.63 | 5.16 |
Data as of 08/01/2025, AR inception is 09/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS A) |
-12.18%
Feb 2006 - Feb 2009 |
-4.55%
Feb 2004 - Feb 2009 |
0.97%
Aug 2000 - Aug 2010 |
4.16%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS A) |
26.13%
Mar 1997 - Mar 2000 |
18.76%
Feb 2009 - Feb 2014 |
12.15%
Feb 2009 - Feb 2019 |
10.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart