Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSAJX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS J) | 4.88% | 14.53% | 13.19% | 3.05% | 6.48% | 6.63% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSAJX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS J) | 01/18/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | 14.53 | 13.19 | 3.05 | 6.48 | 6.63 | NA | … | … | 4.88 | 13.76 | 12.44 | 15.77 | -21.53 | 4.23 | 9.20 | 19.77 | -5.27 | 14.92 | 6.46 | -1.13 | 5.49 | 18.06 | 12.39 | 0.47 | 12.94 | 23.79 | -26.54 | 5.98 |
| Sharpe Ratio | NA | 1.59 | 1.13 | 0.06 | 0.43 | NA | NA | … | … | 1.04 | 1.04 | 1.09 | 1.43 | -1.39 | 0.33 | 0.47 | 2.83 | -0.79 | 3.56 | 0.72 | -0.13 | 0.72 | 2.38 | 1.57 | 0.03 | 1.09 | 1.32 | -1.16 | 0.29 |
| Standard Deviation(%) | NA | 8.48 | 9.32 | 11.79 | 11.26 | NA | NA | … | … | 10.42 | 10.53 | 8.08 | 8.57 | 16.55 | 12.73 | 19.16 | 6.48 | 8.50 | 4.02 | 8.63 | 8.83 | 7.60 | 7.59 | 7.92 | 15.02 | 11.84 | 17.91 | 23.63 | 11.07 |
| Draw Down(%) | NA | 6.60 | 10.58 | 28.78 | 28.78 | NA | NA | … | … | 6.60 | 10.58 | 4.43 | 8.04 | 22.18 | 11.14 | 25.26 | 3.19 | 11.50 | 1.39 | 7.17 | 8.08 | 5.58 | 5.81 | 6.36 | 13.94 | 9.35 | 18.91 | 35.79 | 6.80 |
| Yield(%) | 0.00 | 11.08 | 7.69 | 4.19 | 5.34 | 5.64 | 4.67 | … | … | 0.00 | 11.77 | 7.79 | 2.16 | 1.56 | 1.68 | 1.82 | 5.04 | 8.87 | 7.87 | 4.00 | 7.79 | 4.65 | 3.83 | 2.45 | 2.22 | 2.32 | 2.83 | 8.48 | 8.02 |
Data as of 06/10/2026, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAJX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS J) |
-3.70%
Dec 2019 – Dec 2022 |
0.26%
Dec 2017 – Dec 2022 |
3.28%
Oct 2013 – Oct 2023 |
3.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAJX (STRATEGIC ASSET MANAGEMENT BALANCED PORTFOLIO CLASS J) |
19.24%
Feb 2009 – Feb 2012 |
16.32%
Feb 2009 – Feb 2014 |
10.59%
Feb 2009 – Feb 2019 |
8.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart