Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS C) | 4.80% | 12.44% | 9.87% | 2.00% | 4.38% | 4.49% | 4.54% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE 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 (%) | 0.23 | 12.44 | 9.87 | 2.00 | 4.38 | 4.49 | 4.54 | … | … | 4.80 | 10.38 | 7.68 | 10.79 | -17.56 | 2.90 | 7.06 | 14.58 | -4.74 | 10.10 | 5.09 | -1.90 | 4.91 | 10.00 | 10.03 | 0.97 | 10.47 | 21.04 | -19.74 | 6.46 | 7.71 | 3.08 | 6.56 | 14.50 | -6.41 |
| Sharpe Ratio | NA | 1.69 | 1.01 | -0.05 | 0.35 | NA | NA | … | … | 1.19 | 1.07 | 0.66 | 1.06 | -1.63 | 0.33 | 0.49 | 3.04 | -1.09 | 3.25 | 0.81 | -0.32 | 0.96 | 1.85 | 1.93 | 0.09 | 1.28 | 1.73 | -1.35 | 0.46 | 0.84 | 0.19 | 1.16 | 2.57 | -1.14 |
| Standard Deviation(%) | NA | 6.01 | 6.79 | 8.34 | 7.98 | NA | NA | … | … | 7.55 | 7.03 | 6.11 | 6.76 | 11.71 | 8.60 | 13.81 | 4.31 | 5.66 | 2.92 | 6.06 | 6.07 | 5.12 | 5.38 | 5.20 | 9.95 | 8.12 | 12.08 | 15.34 | 7.21 | 5.11 | 4.29 | 4.82 | 5.36 | 7.98 |
| Draw Down(%) | NA | 5.12 | 7.13 | 24.45 | 24.45 | NA | NA | … | … | 5.12 | 6.83 | 3.34 | 7.10 | 19.82 | 7.67 | 20.03 | 2.01 | 8.88 | 1.18 | 5.01 | 6.37 | 3.89 | 5.16 | 4.28 | 9.84 | 6.22 | 13.56 | 26.88 | 4.58 | 4.23 | 2.76 | 5.16 | 3.75 | 12.36 |
| Yield(%) | 0.00 | 7.00 | 4.16 | 2.43 | 3.11 | 3.39 | 3.60 | … | … | 0.00 | 7.36 | 2.86 | 1.53 | 1.08 | 0.96 | 1.05 | 2.99 | 5.92 | 4.37 | 2.50 | 5.01 | 3.29 | 3.52 | 2.55 | 2.47 | 2.32 | 2.92 | 5.80 | 6.80 | 2.99 | 2.11 | 1.92 | 1.73 | 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 |
|---|---|---|---|---|
| SCIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS C) |
-5.86%
Feb 2006 – Feb 2009 |
-1.86%
Feb 2004 – Feb 2009 |
1.85%
Oct 2013 – Oct 2023 |
2.83%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCIPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO CLASS C) |
15.50%
Feb 2009 – Feb 2012 |
12.52%
Feb 2009 – Feb 2014 |
7.78%
Feb 2009 – Feb 2019 |
5.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart