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 |
|---|---|---|---|---|---|---|---|---|
| PSGFX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-5) | -2.51% | 1.71% | 2.90% | 7.15% | 5.41% | 7.33% | NA | 5.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSGFX (STRATEGIC ASSET MANAGEMENT STRATEGIC 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 (%) | 5.44 | 1.71 | 2.90 | 7.15 | 5.41 | 7.33 | NA | 5.67 | -2.51 | 9.48 | 21.09 | -25.67 | 12.21 | 11.75 | 27.00 | -9.04 | 21.84 | 5.81 | -2.17 | 7.46 | 28.09 | 15.06 | -2.11 | 15.77 | 26.74 | -37.35 | 7.96 |
| Sharpe Ratio | NA | -0.26 | -0.08 | 0.28 | 0.22 | NA | NA | 0.24 | -0.45 | 0.22 | 1.39 | -1.15 | 0.83 | 0.38 | 2.42 | -0.79 | 3.48 | 0.43 | -0.16 | 0.63 | 2.45 | 1.16 | -0.09 | 0.88 | 1.00 | -1.02 | 0.33 |
| Standard Deviation(%) | NA | 17.61 | 17.62 | 17.46 | 16.74 | NA | NA | 18.96 | 24.02 | 12.86 | 12.24 | 23.70 | 14.76 | 29.99 | 10.56 | 13.11 | 6.13 | 12.89 | 13.61 | 11.86 | 11.46 | 13.04 | 24.21 | 17.90 | 26.52 | 37.46 | 16.40 |
| Draw Down(%) | NA | 20.44 | 20.44 | 31.97 | 34.91 | NA | NA | 54.18 | 15.88 | 10.38 | 10.38 | 26.69 | 11.05 | 34.91 | 5.68 | 18.09 | 1.86 | 10.98 | 11.91 | 8.58 | 7.17 | 10.54 | 21.48 | 14.29 | 25.38 | 48.47 | 9.95 |
| Yield(%) | 0.00 | 1.16 | 0.98 | 1.52 | 4.74 | 5.88 | 4.14 | 4.60 | 0.00 | 1.22 | 1.20 | 0.64 | 1.81 | 1.34 | 5.80 | 16.14 | 8.01 | 4.08 | 12.41 | 7.10 | 2.39 | 1.63 | 0.98 | 1.26 | 1.88 | 7.08 | 8.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGFX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-5) |
-8.62%
Jun 2007 - Jun 2010 |
-1.35%
May 2007 - May 2012 |
4.95%
May 2007 - May 2017 |
4.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSGFX (STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO R-5) |
23.43%
Feb 2009 - Feb 2012 |
20.68%
Feb 2009 - Feb 2014 |
13.20%
Feb 2009 - Feb 2019 |
10.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart