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 |
|---|---|---|---|---|---|---|---|---|
| PSBFX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-5) | -1.21% | 1.63% | 1.67% | 3.60% | 3.62% | 5.39% | NA | 4.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBFX (STRATEGIC ASSET MANAGEMENT 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 (%) | 4.03 | 1.63 | 1.67 | 3.60 | 3.62 | 5.39 | NA | 4.74 | -1.21 | 5.59 | 15.65 | -21.49 | 4.36 | 9.11 | 19.67 | -5.34 | 14.77 | 6.38 | -1.13 | 5.51 | 18.20 | 12.41 | 0.59 | 13.20 | 24.31 | -26.36 | 6.86 |
| Sharpe Ratio | NA | -0.38 | -0.22 | 0.10 | 0.17 | NA | NA | 0.28 | -0.43 | -0.10 | 1.34 | -1.39 | 0.34 | 0.46 | 2.79 | -0.78 | 3.48 | 0.71 | -0.13 | 0.72 | 2.39 | 1.57 | 0.04 | 1.10 | 1.36 | -1.15 | 0.39 |
| Standard Deviation(%) | NA | 12.33 | 12.42 | 12.45 | 11.45 | NA | NA | 12.53 | 15.76 | 9.67 | 8.57 | 16.50 | 12.58 | 19.13 | 6.55 | 8.54 | 4.07 | 8.67 | 8.86 | 7.64 | 7.62 | 7.93 | 14.95 | 11.94 | 17.86 | 23.57 | 11.06 |
| Draw Down(%) | NA | 15.89 | 15.89 | 28.65 | 28.65 | NA | NA | 40.62 | 10.77 | 9.05 | 8.08 | 22.16 | 11.02 | 25.28 | 3.27 | 11.62 | 1.43 | 7.21 | 8.09 | 5.63 | 5.87 | 6.35 | 13.86 | 9.35 | 18.92 | 35.64 | 6.81 |
| Yield(%) | 0.00 | 0.55 | 1.31 | 1.60 | 3.71 | 4.45 | 3.72 | 4.13 | 0.00 | 0.80 | 1.99 | 1.45 | 1.55 | 1.69 | 4.84 | 8.63 | 7.63 | 3.88 | 7.67 | 4.62 | 3.83 | 2.51 | 2.32 | 2.50 | 3.09 | 8.68 | 8.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBFX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-5) |
-3.67%
Dec 2019 - Dec 2022 |
0.25%
Dec 2017 - Dec 2022 |
3.25%
Oct 2013 - Oct 2023 |
3.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBFX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO R-5) |
19.55%
Feb 2009 - Feb 2012 |
16.53%
Feb 2009 - Feb 2014 |
10.65%
Feb 2009 - Feb 2019 |
8.24%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart