Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS C) | 7.12% | 17.97% | 15.19% | 3.00% | 6.78% | 6.90% | 5.88% | … | … |
Data as of 06/08/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS C) | 03/15/2002 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 17.97 | 15.19 | 3.00 | 6.78 | 6.90 | 5.88 | … | … | 7.12 | 14.33 | 13.97 | 17.91 | -27.32 | 7.76 | 9.21 | 22.56 | -7.80 | 18.38 | 5.73 | -2.43 | 6.17 | 21.74 | 12.74 | -1.55 | 13.63 | 24.03 | -33.70 | 8.22 | 11.01 | 5.44 | 10.14 | 25.84 | -17.26 |
| Sharpe Ratio | NA | 1.50 | 1.04 | 0.03 | 0.36 | NA | NA | … | … | 1.11 | 0.85 | 1.04 | 1.36 | -1.29 | 0.55 | 0.36 | 2.39 | -0.80 | 3.23 | 0.48 | -0.21 | 0.63 | 2.26 | 1.20 | -0.08 | 0.87 | 1.03 | -1.08 | 0.36 | 0.82 | 0.40 | 1.05 | 2.24 | -1.26 |
| Standard Deviation(%) | NA | 10.56 | 11.64 | 14.88 | 14.44 | NA | NA | … | … | 12.87 | 13.56 | 9.92 | 10.60 | 22.37 | 14.14 | 24.74 | 8.81 | 11.58 | 5.51 | 11.42 | 11.73 | 9.84 | 9.61 | 10.69 | 20.10 | 15.60 | 23.26 | 31.87 | 14.20 | 9.33 | 7.97 | 8.68 | 11.23 | 17.70 |
| Draw Down(%) | NA | 7.98 | 13.77 | 33.87 | 33.87 | NA | NA | … | … | 7.98 | 13.77 | 5.99 | 9.55 | 28.19 | 11.34 | 30.54 | 4.58 | 15.85 | 1.62 | 9.79 | 10.56 | 7.46 | 6.54 | 8.83 | 18.59 | 12.44 | 23.25 | 44.01 | 8.89 | 8.58 | 5.20 | 7.43 | 9.57 | 26.27 |
| Yield(%) | 0.00 | 13.94 | 8.56 | 4.00 | 5.39 | 5.70 | 4.92 | … | … | 0.00 | 14.51 | 7.78 | 0.51 | 0.23 | 0.49 | 0.76 | 4.07 | 11.54 | 9.03 | 2.92 | 9.69 | 4.55 | 1.84 | 1.02 | 0.76 | 0.79 | 1.18 | 8.00 | 8.82 | 0.65 | 0.86 | 0.47 | 0.61 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS C) |
-12.90%
Feb 2006 – Feb 2009 |
-5.30%
Feb 2004 – Feb 2009 |
3.04%
Oct 2013 – Oct 2023 |
3.11%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE GROWTH PORTFOLIO CLASS C) |
20.68%
Feb 2009 – Feb 2012 |
17.83%
Feb 2009 – Feb 2014 |
11.29%
Feb 2009 – Feb 2019 |
8.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart