Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMACX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | 4.73% | 13.72% | 12.25% | 6.68% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMACX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 13.72 | 12.25 | 6.68 | NA | NA | NA | … | … | 4.73 | 12.07 | 10.70 | 13.16 | -9.74 | 11.75 | 9.22 | 16.61 | -7.57 |
| Sharpe Ratio | NA | 1.32 | 0.94 | 0.40 | NA | NA | NA | … | … | 0.82 | 0.86 | 0.69 | 1.31 | -0.87 | 1.44 | 0.49 | 2.23 | -0.91 |
| Standard Deviation(%) | NA | 8.47 | 9.80 | 10.15 | NA | NA | NA | … | … | 10.05 | 10.68 | 10.26 | 7.35 | 12.90 | 8.14 | 18.43 | 6.80 | 9.89 |
| Draw Down(%) | NA | 6.64 | 13.65 | 14.24 | NA | NA | NA | … | … | 6.64 | 10.82 | 6.44 | 5.66 | 13.84 | 3.83 | 19.96 | 3.34 | 13.18 |
| Yield(%) | 0.00 | 10.88 | 6.15 | 6.37 | 4.49 | 3.00 | 2.25 | … | … | 0.00 | 11.22 | 4.31 | 0.98 | 6.54 | 11.70 | 1.49 | 3.89 | 2.65 |
Data as of 06/03/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMACX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
2.75%
Apr 2021 – Apr 2024 |
3.83%
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 |
|---|---|---|---|---|
| SMACX (MODERATELY CONSERVATIVE BALANCED ALLOCATION PORTFOLIO CLASS A) |
12.91%
Sep 2022 – Sep 2025 |
9.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart