Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS C) | 7.37% | 17.42% | 13.51% | 2.78% | 5.76% | 5.85% | 5.36% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS C) | 03/15/2002 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 17.42 | 13.51 | 2.78 | 5.76 | 5.85 | 5.36 | … | … | 7.37 | 4.02 | 4.92 | 14.66 | -22.17 | 3.49 | 8.18 | 18.70 | -6.18 | 13.88 | 5.48 | -1.96 | 5.52 | 16.29 | 11.42 | -0.20 | 12.29 | 23.17 | -26.93 | 7.44 | 9.48 | 4.42 | 8.44 | 20.06 | -11.75 |
| Sharpe Ratio | NA | 1.83 | 1.13 | 0.03 | 0.37 | NA | NA | … | … | 1.51 | 0.09 | -0.17 | 1.23 | -1.43 | 0.28 | 0.41 | 2.66 | -0.88 | 3.30 | 0.61 | -0.23 | 0.74 | 2.15 | 1.44 | -0.02 | 1.02 | 1.29 | -1.17 | 0.41 | 0.86 | 0.37 | 1.12 | 2.33 | -1.25 |
| Standard Deviation(%) | NA | 8.27 | 9.27 | 11.72 | 11.22 | NA | NA | … | … | 10.26 | 13.34 | 9.67 | 8.57 | 16.49 | 12.57 | 19.14 | 6.51 | 8.53 | 4.03 | 8.65 | 8.82 | 7.45 | 7.56 | 7.96 | 14.91 | 11.91 | 17.90 | 23.64 | 10.84 | 7.27 | 6.16 | 6.73 | 8.31 | 12.52 |
| Draw Down(%) | NA | 6.67 | 10.61 | 29.30 | 29.30 | NA | NA | … | … | 6.67 | 10.61 | 8.90 | 8.24 | 22.74 | 11.10 | 25.31 | 3.26 | 12.21 | 1.43 | 7.33 | 8.36 | 5.70 | 5.87 | 6.46 | 14.15 | 9.47 | 18.99 | 36.06 | 6.86 | 6.63 | 4.02 | 5.98 | 6.71 | 19.44 |
| Yield(%) | 0.00 | 10.17 | 6.61 | 3.38 | 4.32 | 4.52 | 4.31 | … | … | 0.00 | 10.51 | 6.55 | 1.05 | 0.75 | 1.03 | 0.89 | 3.88 | 7.79 | 6.80 | 3.00 | 6.87 | 3.76 | 2.94 | 1.58 | 1.46 | 1.60 | 2.13 | 7.94 | 7.90 | 1.96 | 1.29 | 1.06 | 1.14 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS C) |
-9.42%
Feb 2006 – Feb 2009 |
-3.53%
Feb 2004 – Feb 2009 |
2.39%
Oct 2013 – Oct 2023 |
3.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBPX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS C) |
18.52%
Feb 2009 – Feb 2012 |
15.53%
Feb 2009 – Feb 2014 |
9.73%
Feb 2009 – Feb 2019 |
7.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart