Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS C) | 2.73% | 9.30% | 7.39% | 1.43% | 3.26% | 3.49% | 3.87% | … | … |
Data as of 06/03/2026, Common starting date is 03/13/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS C) | 03/13/2002 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.30 | 7.39 | 1.43 | 3.26 | 3.49 | 3.87 | … | … | 2.73 | 8.70 | 4.08 | 9.68 | -14.09 | 1.43 | 4.86 | 12.05 | -3.24 | 7.07 | 5.62 | -2.48 | 4.72 | 6.26 | 9.41 | 2.08 | 9.11 | 20.02 | -14.82 | 4.86 | 5.84 | 1.92 | 4.94 | 10.45 | -3.40 |
| Sharpe Ratio | NA | 1.55 | 0.81 | -0.16 | 0.28 | NA | NA | … | … | 0.81 | 1.14 | 0.09 | 0.99 | -1.79 | 0.22 | 0.47 | 3.83 | -1.37 | 3.17 | 1.29 | -0.58 | 1.31 | 1.54 | 2.74 | 0.31 | 1.68 | 2.39 | -1.47 | 0.40 | 0.72 | -0.11 | 1.10 | 2.48 | -1.02 |
| Standard Deviation(%) | NA | 4.47 | 5.53 | 6.51 | 5.89 | NA | NA | … | … | 5.54 | 5.12 | 5.33 | 6.11 | 8.72 | 6.34 | 9.71 | 2.76 | 3.39 | 2.03 | 4.21 | 4.30 | 3.59 | 4.06 | 3.45 | 6.63 | 5.36 | 8.35 | 10.70 | 4.29 | 3.38 | 3.09 | 3.60 | 3.92 | 5.23 |
| Draw Down(%) | NA | 4.05 | 6.19 | 21.71 | 21.71 | NA | NA | … | … | 4.05 | 4.76 | 2.91 | 6.19 | 17.87 | 6.03 | 15.55 | 0.93 | 5.37 | 1.21 | 3.29 | 5.52 | 2.74 | 4.75 | 3.01 | 6.92 | 4.19 | 10.46 | 21.14 | 2.57 | 2.48 | 2.36 | 4.49 | 3.56 | 7.53 |
| Yield(%) | 0.00 | 2.92 | 2.51 | 1.80 | 2.42 | 2.80 | 3.19 | … | … | 0.49 | 2.93 | 2.12 | 1.94 | 1.48 | 1.13 | 1.40 | 2.40 | 5.76 | 2.55 | 2.38 | 4.13 | 3.13 | 3.56 | 3.52 | 2.78 | 2.75 | 3.80 | 5.08 | 5.86 | 3.32 | 2.78 | 2.71 | 2.18 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS C) |
-4.03%
Feb 2006 – Feb 2009 |
-1.31%
Feb 2004 – Feb 2009 |
1.31%
Oct 2013 – Oct 2023 |
2.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS C) |
13.82%
Feb 2009 – Feb 2012 |
10.87%
Feb 2009 – Feb 2014 |
6.69%
Feb 2009 – Feb 2019 |
4.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart