Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 5.90% | 15.42% | 13.34% | 4.86% | 5.02% | 3.47% | 2.59% | … | … |
Data as of 06/04/2026, Common starting date is 05/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) | 05/10/2001 | 06/04/2026 |
| 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 (%) | 0.87 | 15.42 | 13.34 | 4.86 | 5.02 | 3.47 | 2.59 | … | … | 5.90 | 12.60 | 11.54 | 13.67 | -15.38 | 8.49 | 8.36 | 17.87 | -4.84 |
| Sharpe Ratio | NA | 1.34 | 0.99 | 0.19 | 0.29 | NA | NA | … | … | 0.91 | 0.81 | 0.85 | 1.25 | -1.06 | 0.82 | 0.38 | 2.09 | -0.18 |
| Standard Deviation(%) | NA | 9.42 | 10.25 | 11.53 | 12.71 | NA | NA | … | … | 11.18 | 12.01 | 9.31 | 8.09 | 15.96 | 10.31 | 21.32 | 7.86 | 11.54 |
| Draw Down(%) | NA | 7.29 | 12.90 | 20.74 | 22.85 | NA | NA | … | … | 7.29 | 12.34 | 5.27 | 6.31 | 16.44 | 8.62 | 22.85 | 4.03 | 14.33 |
| Yield(%) | 0.00 | 10.14 | 6.37 | 3.83 | 2.92 | 1.99 | 1.49 | … | … | 0.00 | 10.47 | 3.91 | 3.08 | 0.00 | 3.29 | 0.80 | 2.82 | 2.71 |
Data as of 06/04/2026, Common starting date is 05/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
-0.47%
Apr 2021 – Apr 2024 |
1.84%
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 |
|---|---|---|---|---|
| SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) |
13.69%
May 2023 – May 2026 |
8.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart