Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS B) | NA | 2.09% | 5.76% | 6.00% | 4.61% | 4.55% | NA | … | … |
Data as of 06/16/2015, Common starting date is 07/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS B) | 07/13/1999 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.09 | 5.76 | 6.00 | 4.61 | 4.55 | NA | … | … | 1.38 | 4.60 | 6.07 | 9.30 | 1.99 | 9.02 | 19.97 | -14.85 | 4.84 | 5.86 | 1.87 | 4.94 | 11.18 | 0.19 | 3.59 | 4.41 | 2.85 |
| Sharpe Ratio | NA | 0.68 | 1.65 | 1.35 | 0.64 | NA | NA | … | … | 1.53 | 1.30 | 1.47 | 2.74 | 0.30 | 1.67 | 2.35 | -1.46 | 0.42 | 0.75 | -0.10 | 1.09 | 2.67 | -0.19 | 0.23 | 0.05 | 0.46 |
| Standard Deviation(%) | NA | 3.06 | 3.50 | 4.40 | 5.81 | NA | NA | … | … | 2.00 | 3.53 | 4.11 | 3.40 | 6.48 | 5.35 | 8.47 | 10.74 | 4.32 | 3.41 | 3.08 | 3.65 | 3.93 | 4.71 | 5.48 | 6.81 | 5.98 |
| Draw Down(%) | NA | 2.80 | 4.74 | 6.81 | 22.89 | NA | NA | … | … | 0.64 | 2.80 | 4.74 | 2.91 | 6.81 | 4.17 | 10.50 | 21.18 | 2.56 | 2.53 | 2.27 | 4.40 | 3.48 | 5.82 | 4.89 | 4.90 | 3.87 |
| Yield(%) | 0.00 | 2.52 | 3.03 | 2.99 | 3.42 | 3.56 | 2.92 | … | … | 0.09 | 2.95 | 3.24 | 3.37 | 2.43 | 2.61 | 3.64 | 5.02 | 5.83 | 3.26 | 2.73 | 2.63 | 2.75 | 3.47 | 4.75 | 6.01 | 3.39 |
Data as of 06/16/2015, Common starting date is 07/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS B) |
-4.07%
Feb 2006 – Feb 2009 |
-1.34%
Feb 2004 – Feb 2009 |
3.68%
Aug 2000 – Aug 2010 |
4.55%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBUPX (STRATEGIC ASSET MANAGEMENT FLEXIBLE INCOME PORTFOLIO CLASS B) |
13.75%
Feb 2009 – Feb 2012 |
10.77%
Feb 2009 – Feb 2014 |
5.31%
Mar 2003 – Mar 2013 |
5.00%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart