Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMAX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | 5.35% | 14.91% | 12.90% | 6.85% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMAX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 14.91 | 12.90 | 6.85 | NA | NA | NA | … | … | 5.35 | 12.33 | 10.94 | 13.71 | -10.76 | 13.85 | 9.12 | 17.76 | -7.51 |
| Sharpe Ratio | NA | 1.32 | 0.93 | 0.37 | NA | NA | NA | … | … | 0.89 | 0.79 | 0.69 | 1.24 | -0.83 | 1.46 | 0.41 | 2.08 | -0.81 |
| Standard Deviation(%) | NA | 9.40 | 10.68 | 11.30 | NA | NA | NA | … | … | 11.22 | 12.02 | 10.61 | 8.21 | 14.76 | 9.47 | 21.37 | 7.85 | 11.00 |
| Draw Down(%) | NA | 7.34 | 14.58 | 15.72 | NA | NA | NA | … | … | 7.34 | 12.34 | 6.17 | 6.36 | 15.46 | 4.40 | 22.87 | 4.03 | 14.33 |
| Yield(%) | 0.00 | 9.98 | 6.14 | 5.63 | 4.09 | 2.72 | 2.04 | … | … | 0.00 | 10.27 | 3.66 | 2.86 | 4.93 | 8.59 | 1.53 | 2.82 | 2.72 |
Data as of 06/03/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMAX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
2.87%
Apr 2021 – Apr 2024 |
4.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMAX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
13.54%
Sep 2022 – Sep 2025 |
10.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart