Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS A) | 4.49% | 8.43% | 6.42% | 2.93% | 3.41% | 4.59% | 4.37% | 5.19% |
Data as of 06/30/2025, AR inception is 07/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS A) | 07/30/1996 | 06/30/2025 |
| 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 (%) | 1.05 | 8.43 | 6.42 | 2.93 | 3.41 | 4.59 | 4.37 | 5.19 | 4.49 | 5.24 | 9.07 | -13.46 | 2.22 | 5.76 | 12.88 | -2.48 | 7.81 | 6.46 | -1.72 | 5.47 | 7.17 | 10.15 | 2.92 | 9.78 | 20.94 | -14.19 | 5.61 | 6.70 | 2.66 | 5.73 | 12.08 | 0.88 | 4.32 | 5.10 | 7.94 | 6.26 | 7.81 | 6.91 |
| Sharpe Ratio | NA | 0.47 | 0.44 | 0.08 | 0.30 | NA | NA | 0.58 | 0.47 | -0.26 | 0.80 | -1.72 | 0.35 | 0.57 | 4.10 | -1.12 | 3.60 | 1.49 | -0.42 | 1.52 | 1.73 | 2.97 | 0.44 | 1.80 | 2.45 | -1.41 | 0.63 | 1.02 | 0.16 | 1.33 | 2.87 | -0.05 | 0.36 | 0.15 | 0.81 | 0.35 | 0.63 | 3.17 |
| Standard Deviation(%) | NA | 5.62 | 6.37 | 6.49 | 5.88 | NA | NA | 5.82 | 6.49 | 5.15 | 6.10 | 8.66 | 6.33 | 9.73 | 2.80 | 3.40 | 2.00 | 4.19 | 4.22 | 3.60 | 4.12 | 3.43 | 6.58 | 5.39 | 8.51 | 10.66 | 4.18 | 3.40 | 3.02 | 3.60 | 3.97 | 4.88 | 5.57 | 6.75 | 5.82 | 8.38 | 6.79 | 4.29 |
| Draw Down(%) | NA | 4.73 | 9.87 | 21.11 | 21.11 | NA | NA | 22.32 | 4.73 | 3.45 | 6.00 | 17.39 | 5.90 | 15.55 | 0.91 | 4.81 | 1.22 | 3.20 | 5.17 | 2.65 | 4.65 | 2.92 | 6.66 | 4.10 | 10.39 | 20.85 | 2.36 | 2.33 | 2.25 | 4.30 | 3.39 | 5.41 | 4.78 | 4.72 | 4.10 | 4.99 | 4.81 | 1.70 |
| Yield(%) | 0.00 | 2.74 | 2.79 | 2.37 | 3.21 | 3.88 | 3.90 | 4.83 | 0.81 | 2.92 | 2.76 | 2.19 | 1.94 | 2.13 | 3.20 | 6.44 | 3.31 | 3.14 | 4.84 | 3.89 | 4.28 | 4.27 | 3.51 | 3.42 | 4.53 | 5.74 | 6.58 | 4.07 | 3.50 | 3.40 | 3.52 | 4.15 | 5.49 | 6.77 | 4.96 | 4.63 | 6.74 | 3.26 |
Data as of 06/30/2025, AR inception is 07/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS A) |
-3.34%
Feb 2006 - Feb 2009 |
-0.58%
Feb 2004 - Feb 2009 |
2.11%
Oct 2013 - Oct 2023 |
3.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS A) |
14.67%
Feb 2009 - Feb 2012 |
11.69%
Feb 2009 - Feb 2014 |
7.50%
Feb 2009 - Feb 2019 |
5.82%
Aug 1999 - Aug 2014 |
Annualized Rolling Returns Comparison Chart