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SACAX: STRATEGIC ASSET MANAGEMENT STRATEGIC GROWTH PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 25.08 0.71(2.75%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 12/24/1996 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 11.99% |
| Expenses | 1.72% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 8.3 | 21.5 | 18.0 | 5.8 | 9.3 | 8.9 | 7.4 | 7.9 | 16.6 | 15.3 | 22.7 | -25.5 | 12.4 | 11.8 | 26.9 | -9.1 | 21.7 | 5.7 | -2.3 | 8.2 | 27.0 | 14.9 | -2.3 | 15.6 | 26.5 | -37.4 | 9.3 | 12.7 | 7.0 | 11.9 | 31.3 | -21.5 | -6.7 | -4.1 | 44.7 | 22.8 | 12.4 | 0.8 |
| Sharpe Ratio | NA | 1.23 | 1.57 | 1.1 | 0.2 | 0.47 | NA | NA | 0.35 | 0.87 | 1.02 | 1.57 | -1.14 | 0.85 | 0.39 | 2.41 | -0.8 | 3.45 | 0.43 | -0.17 | 0.7 | 2.37 | 1.15 | -0.1 | 0.87 | 0.99 | -1.02 | 0.39 | 0.9 | 0.51 | 1.08 | 2.21 | -1.07 | -0.48 | -0.38 | 2.16 | 1.02 | 0.64 | 11.59 |
| Draw Down(%) | NA | 8.8 | 8.8 | 15.9 | 31.6 | 34.9 | NA | NA | 54.3 | 15.9 | 7.2 | 10.4 | 26.4 | 10.8 | 34.9 | 5.7 | 18.2 | 1.9 | 10.9 | 11.9 | 8.6 | 7.2 | 10.7 | 21.5 | 14.3 | 25.5 | 48.6 | 10.0 | 9.6 | 5.9 | 8.1 | 11.9 | 32.3 | 26.5 | 21.2 | 10.3 | 25.0 | 10.1 | 0.2 |
| Standard Deviation(%) | NA | 14.6 | 12.0 | 13.4 | 16.2 | 16.4 | NA | NA | 17.9 | 15.8 | 11.4 | 12.2 | 23.6 | 14.6 | 29.9 | 10.6 | 13.1 | 6.1 | 12.9 | 13.6 | 11.7 | 11.4 | 13.0 | 24.1 | 17.9 | 26.6 | 37.5 | 16.0 | 10.4 | 9.2 | 10.2 | 13.8 | 21.1 | 19.4 | 22.1 | 19.1 | 18.9 | 13.6 | 5.5 |
| Treynor Ratio | NA | 0.18 | 0.2 | 0.17 | 0.04 | 0.1 | NA | NA | 0.07 | 0.17 | 0.14 | 0.22 | -0.31 | 0.13 | 0.18 | 0.31 | -0.14 | 0.25 | 0.06 | -0.03 | 0.09 | 0.27 | 0.15 | -0.02 | 0.16 | 0.28 | -0.42 | 0.06 | 0.09 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | -0.02 | -0.01 | -0.04 | -0.04 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.92 | 0.86 | 0.88 | 0.79 | NA | NA | 0.87 | 0.82 | 0.86 | 0.89 | 0.88 | 0.97 | 0.65 | 0.82 | 0.74 | 0.84 | 0.95 | 0.86 | 0.9 | 1.01 | 0.99 | 1.01 | 0.98 | 0.93 | 0.91 | 0.97 | 1.0 | 0.88 | 0.91 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.89 | 0.93 | 0.88 | 0.77 | NA | NA | 0.65 | 0.95 | 0.92 | 0.94 | 0.87 | 0.8 | 0.57 | 0.95 | 0.92 | 0.85 | 0.95 | 0.96 | 0.78 | 0.97 | 0.95 | 0.97 | 0.99 | 0.91 | 0.99 | 0.91 | 0.96 | 0.96 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.5 | 7.8 | 1.4 | 0.5 | 1.6 | 1.2 | 5.4 | 15.5 | 7.7 | 3.8 | 12.1 | 6.8 | 2.2 | 1.4 | 0.8 | 1.0 | 1.4 | 6.7 | 8.7 | 1.3 | 0.6 | 0.3 | 0.0 | 0.0 | 4.2 | 5.1 | 5.8 | 11.0 | 7.0 | 5.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 74.0 | 571.0 | 88.9 | -62.5 | 46.7 | -72.8 | -73.9 | 129.8 | 110.7 | -73.3 | 81.5 | 280.9 | 83.2 | 66.9 | -11.9 | -10.7 | -87.8 | -24.0 | 642.2 | 142.2 | 150.0 | N/A | N/A | -100.0 | -28.1 | 21.3 | -41.8 | 68.5 | 16.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/1996
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