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 |
|---|---|---|---|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) | -2.08% | 0.51% | 0.98% | 4.75% | 4.35% | 6.33% | NA | 5.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH 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 (%) | 4.81 | 0.51 | 0.98 | 4.75 | 4.35 | 6.33 | NA | 5.11 | -2.08 | 6.66 | 19.04 | -26.21 | 9.20 | 10.26 | 23.65 | -7.13 | 19.36 | 6.65 | -1.61 | 5.93 | 24.15 | 13.73 | -0.75 | 15.07 | 25.38 | -33.12 | 7.76 |
| Sharpe Ratio | NA | -0.38 | -0.21 | 0.15 | 0.18 | NA | NA | 0.24 | -0.46 | 0.01 | 1.40 | -1.26 | 0.66 | 0.40 | 2.54 | -0.73 | 3.39 | 0.56 | -0.14 | 0.59 | 2.48 | 1.29 | -0.04 | 0.97 | 1.08 | -1.06 | 0.36 |
| Standard Deviation(%) | NA | 15.59 | 16.09 | 15.66 | 14.66 | NA | NA | 16.38 | 20.49 | 11.81 | 10.67 | 21.96 | 13.84 | 24.67 | 8.75 | 11.61 | 5.56 | 11.43 | 11.72 | 9.98 | 9.74 | 10.70 | 20.02 | 15.45 | 23.34 | 31.92 | 14.54 |
| Draw Down(%) | NA | 19.52 | 19.52 | 32.47 | 32.47 | NA | NA | 49.34 | 13.65 | 10.71 | 9.39 | 27.07 | 10.86 | 30.48 | 4.52 | 15.30 | 1.66 | 9.71 | 10.28 | 7.37 | 6.47 | 8.72 | 18.26 | 12.00 | 23.09 | 43.63 | 8.80 |
| Yield(%) | 0.00 | 0.00 | 0.78 | 1.28 | 4.16 | 5.06 | 3.85 | 4.27 | 0.00 | 0.00 | 1.61 | 0.91 | 1.50 | 1.52 | 4.93 | 11.76 | 9.48 | 3.71 | 9.99 | 5.24 | 2.71 | 1.99 | 1.65 | 2.10 | 2.28 | 8.68 | 9.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) |
-6.28%
Jun 2007 - Jun 2010 |
-0.04%
May 2007 - May 2012 |
4.04%
Oct 2013 - Oct 2023 |
4.11%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCWPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO R-5) |
21.94%
Feb 2009 - Feb 2012 |
18.99%
Feb 2009 - Feb 2014 |
12.30%
Feb 2009 - Feb 2019 |
9.66%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart