Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS A) | 4.66% | 13.15% | 10.58% | 2.84% | 5.17% | 5.24% | 5.33% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE 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 (%) | 0.15 | 13.15 | 10.58 | 2.84 | 5.17 | 5.24 | 5.33 | … | … | 4.66 | 11.25 | 7.00 | 13.31 | -16.89 | 3.65 | 7.90 | 15.50 | -4.06 | 10.89 | 5.90 | -1.16 | 5.73 | 10.91 | 10.76 | 1.72 | 11.69 | 21.76 | -19.12 | 7.21 | 8.66 | 3.80 | 7.38 | 16.79 | -1.94 | 2.21 | 3.96 | 1.87 | 5.12 | 8.28 | 4.83 |
| Sharpe Ratio | NA | 1.85 | 1.12 | 0.04 | 0.45 | NA | NA | … | … | 1.28 | 1.19 | 0.53 | 1.40 | -1.58 | 0.42 | 0.56 | 3.26 | -0.94 | 3.63 | 0.94 | -0.20 | 1.10 | 2.05 | 2.09 | 0.17 | 1.44 | 1.78 | -1.30 | 0.56 | 1.03 | 0.35 | 1.33 | 2.99 | -0.41 | -0.03 | -0.04 | -0.42 | 0.45 | 1.14 | 1.95 |
| Standard Deviation(%) | NA | 5.92 | 6.90 | 8.38 | 7.99 | NA | NA | … | … | 7.41 | 7.06 | 6.35 | 6.95 | 11.67 | 8.54 | 13.73 | 4.30 | 5.80 | 2.83 | 6.05 | 6.04 | 5.18 | 5.31 | 5.16 | 10.06 | 8.07 | 12.19 | 15.35 | 7.23 | 5.12 | 4.35 | 4.82 | 5.37 | 7.47 | 7.56 | 6.00 | 3.54 | 3.65 | 4.02 | 4.17 |
| Draw Down(%) | NA | 5.05 | 6.89 | 23.82 | 23.82 | NA | NA | … | … | 5.05 | 6.71 | 3.30 | 6.89 | 19.30 | 7.51 | 20.02 | 1.99 | 8.26 | 1.17 | 4.96 | 6.14 | 3.74 | 5.11 | 4.25 | 9.59 | 5.93 | 13.58 | 26.65 | 4.47 | 4.11 | 2.75 | 5.06 | 3.41 | 9.85 | 8.36 | 6.44 | 2.28 | 2.02 | 2.05 | 1.78 |
| Yield(%) | 0.00 | 7.57 | 4.94 | 3.10 | 3.88 | 4.17 | 4.39 | … | … | 0.00 | 8.14 | 3.68 | 2.40 | 1.78 | 1.66 | 1.80 | 3.82 | 6.59 | 5.11 | 3.24 | 5.70 | 4.02 | 4.26 | 3.30 | 3.20 | 3.31 | 3.69 | 6.41 | 7.52 | 3.73 | 2.81 | 2.63 | 3.57 | 4.37 | 3.86 | 5.74 | 5.63 | 5.48 | 6.77 | 2.88 |
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 |
|---|---|---|---|---|
| SAIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS A) |
-5.16%
Feb 2006 – Feb 2009 |
-1.12%
Feb 2004 – Feb 2009 |
1.87%
Feb 1999 – Feb 2009 |
3.63%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS A) |
16.44%
Feb 2009 – Feb 2012 |
13.41%
Feb 2009 – Feb 2014 |
8.62%
Feb 2009 – Feb 2019 |
6.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart