Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) | 2.44% | 9.42% | 8.09% | 2.15% | 4.11% | 4.40% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) | 01/18/2007 | 06/08/2026 |
| 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 (%) | -0.86 | 9.42 | 8.09 | 2.15 | 4.11 | 4.40 | NA | … | … | 2.44 | 9.74 | 5.02 | 10.86 | -13.30 | 2.31 | 5.94 | 13.09 | -2.32 | 8.07 | 6.57 | -1.67 | 4.94 | 7.78 | 10.13 | 2.87 | 9.58 | 20.70 | -14.52 | 4.12 |
| Sharpe Ratio | NA | 1.47 | 0.89 | -0.05 | 0.43 | NA | NA | … | … | 0.58 | 1.35 | 0.26 | 1.19 | -1.72 | 0.36 | 0.58 | 4.25 | -1.09 | 3.81 | 1.50 | -0.40 | 1.33 | 1.87 | 3.02 | 0.43 | 1.78 | 2.43 | -1.45 | 0.28 |
| Standard Deviation(%) | NA | 4.60 | 5.55 | 6.49 | 5.90 | NA | NA | … | … | 5.68 | 5.11 | 5.33 | 6.12 | 8.60 | 6.39 | 9.75 | 2.73 | 3.41 | 1.95 | 4.25 | 4.23 | 3.71 | 4.14 | 3.36 | 6.56 | 5.34 | 8.49 | 10.63 | 4.32 |
| Draw Down(%) | NA | 3.93 | 6.03 | 20.97 | 20.97 | NA | NA | … | … | 3.93 | 4.69 | 2.82 | 6.03 | 17.23 | 5.94 | 15.52 | 0.92 | 4.77 | 1.21 | 3.22 | 5.19 | 2.67 | 4.68 | 2.86 | 6.71 | 4.14 | 10.33 | 20.96 | 2.45 |
| Yield(%) | 0.00 | 4.02 | 3.58 | 2.68 | 3.38 | 3.77 | 3.74 | … | … | 1.00 | 3.92 | 3.14 | 2.95 | 2.36 | 2.11 | 2.34 | 3.41 | 6.68 | 3.51 | 3.31 | 4.94 | 3.95 | 4.35 | 4.30 | 3.47 | 3.29 | 4.45 | 5.53 | 5.49 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) |
-2.43%
Oct 2020 – Oct 2023 |
0.43%
Sep 2017 – Sep 2022 |
2.24%
Oct 2013 – Oct 2023 |
3.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIJX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS J) |
14.50%
Feb 2009 – Feb 2012 |
11.62%
Feb 2009 – Feb 2014 |
7.52%
Feb 2009 – Feb 2019 |
5.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart