Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWHCX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS C) | 10.94% | 23.76% | 18.15% | 5.09% | 8.42% | 8.16% | 6.56% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWHCX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH 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 (%) | 0.56 | 23.76 | 18.15 | 5.09 | 8.42 | 8.16 | 6.56 | … | … | 10.94 | 15.67 | 15.61 | 20.44 | -27.00 | 10.58 | 10.56 | 25.85 | -9.86 | 20.80 | 4.90 | -3.01 | 7.44 | 25.97 | 14.04 | -2.99 | 14.74 | 25.36 | -37.90 | 8.44 | 11.89 | 6.20 | 11.18 | 30.41 | -21.52 |
| Sharpe Ratio | NA | 1.85 | 1.14 | 0.16 | 0.41 | NA | NA | … | … | 1.73 | 0.81 | 1.06 | 1.38 | -1.18 | 0.70 | 0.34 | 2.30 | -0.86 | 3.30 | 0.36 | -0.22 | 0.63 | 2.28 | 1.08 | -0.13 | 0.82 | 0.95 | -1.04 | 0.33 | 0.82 | 0.43 | 1.01 | 2.15 | -1.22 |
| Standard Deviation(%) | NA | 11.61 | 13.29 | 16.34 | 16.49 | NA | NA | … | … | 14.14 | 15.78 | 11.28 | 12.25 | 24.08 | 15.11 | 30.06 | 10.59 | 13.10 | 6.13 | 12.89 | 13.59 | 11.77 | 11.39 | 13.03 | 24.13 | 17.83 | 26.64 | 37.43 | 16.05 | 10.42 | 9.09 | 10.13 | 13.83 | 22.33 |
| Draw Down(%) | NA | 8.92 | 16.00 | 33.58 | 34.98 | NA | NA | … | … | 8.92 | 16.00 | 7.21 | 10.54 | 27.95 | 11.65 | 34.98 | 5.77 | 18.79 | 1.86 | 11.06 | 12.03 | 8.68 | 7.30 | 10.77 | 21.72 | 14.43 | 25.72 | 48.87 | 10.07 | 9.75 | 5.95 | 8.37 | 12.07 | 31.63 |
| Yield(%) | 0.00 | 13.41 | 8.72 | 4.19 | 6.02 | 6.50 | 5.23 | … | … | 0.00 | 13.94 | 8.24 | 0.66 | 0.00 | 0.88 | 0.59 | 5.07 | 16.38 | 7.60 | 3.38 | 12.31 | 6.51 | 1.48 | 0.63 | 0.08 | 0.27 | 0.68 | 6.61 | 8.40 | 0.61 | 0.48 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| SWHCX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS C) |
-15.14%
Feb 2006 – Feb 2009 |
-6.48%
Feb 2004 – Feb 2009 |
3.36%
May 2002 – May 2012 |
3.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHCX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS C) |
22.25%
Feb 2009 – Feb 2012 |
19.55%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
9.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart