Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) | -0.17% | 6.29% | 3.00% | 3.69% | 3.40% | 4.78% | NA | 4.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) | 01/19/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 01/19/2007.
AR inception is since 01/19/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.89 | 6.29 | 3.00 | 3.69 | 3.40 | 4.78 | NA | 4.55 | -0.17 | 7.31 | 11.74 | -16.82 | 3.69 | 7.89 | 15.69 | -4.02 | 10.99 | 5.95 | -1.12 | 4.87 | 11.91 | 10.85 | 1.83 | 11.94 | 21.95 | -19.08 | 5.88 |
| Sharpe Ratio | NA | -0.01 | -0.15 | 0.14 | 0.21 | NA | NA | 0.39 | -0.33 | 0.11 | 1.11 | -1.56 | 0.43 | 0.56 | 3.32 | -0.94 | 3.62 | 0.95 | -0.19 | 0.92 | 2.18 | 2.10 | 0.18 | 1.47 | 1.80 | -1.30 | 0.44 |
| Standard Deviation(%) | NA | 7.83 | 8.71 | 8.71 | 8.02 | NA | NA | 8.55 | 10.37 | 6.33 | 6.80 | 11.69 | 8.59 | 13.71 | 4.30 | 5.71 | 2.87 | 6.04 | 6.01 | 5.29 | 5.46 | 5.18 | 9.94 | 8.09 | 12.16 | 15.29 | 7.33 |
| Draw Down(%) | NA | 8.30 | 11.40 | 23.84 | 23.84 | NA | NA | 29.67 | 7.07 | 4.23 | 6.88 | 19.28 | 7.53 | 19.94 | 2.01 | 8.21 | 1.18 | 4.92 | 6.10 | 3.76 | 5.07 | 4.19 | 9.49 | 5.72 | 13.44 | 26.51 | 4.49 |
| Yield(%) | 0.00 | 2.17 | 2.17 | 2.17 | 3.35 | 4.01 | 3.59 | 3.99 | 0.00 | 2.56 | 2.50 | 1.87 | 1.75 | 1.87 | 3.95 | 6.75 | 5.23 | 3.35 | 5.80 | 4.12 | 4.35 | 3.44 | 3.32 | 3.58 | 3.86 | 6.53 | 6.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) |
-2.55%
Apr 2021 - Apr 2024 |
0.66%
Dec 2017 - Dec 2022 |
2.69%
Oct 2013 - Oct 2023 |
3.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBFX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-5) |
16.62%
Feb 2009 - Feb 2012 |
13.54%
Feb 2009 - Feb 2014 |
8.72%
Feb 2009 - Feb 2019 |
6.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart