It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SLADX: SELECTED AMERICAN SHARES INC CLASS D (MUTUAL FUND)
Basic Info 46.37 0.96(2.03%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 05/14/2004 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 12.67% |
| Expenses | 0.67% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 9.9 | 32.3 | 24.2 | 6.7 | 11.2 | 10.8 | 8.5 | 8.8 | 27.1 | 18.0 | 32.9 | -25.2 | 5.3 | 9.3 | 31.6 | -13.7 | 22.2 | 12.9 | 4.0 | 6.1 | 33.7 | 13.3 | -4.0 | 12.9 | 32.1 | -39.3 | 5.1 | 15.6 | 9.1 | 11.3 |
| Sharpe Ratio | NA | 1.98 | 2.52 | 1.43 | 0.23 | 0.48 | NA | NA | 0.37 | 1.29 | 1.01 | 1.78 | -0.98 | 0.29 | 0.25 | 2.02 | -0.84 | 2.64 | 0.8 | 0.25 | 0.52 | 3.07 | 1.0 | -0.18 | 0.71 | 1.01 | -0.92 | 0.12 | 1.27 | 0.73 | 2.0 |
| Draw Down(%) | NA | 8.1 | 8.1 | 17.1 | 41.1 | 41.1 | NA | NA | 58.3 | 17.1 | 9.9 | 12.5 | 33.5 | 18.4 | 36.6 | 10.0 | 24.8 | 3.6 | 15.7 | 11.6 | 9.3 | 5.2 | 10.4 | 22.0 | 15.1 | 30.1 | 51.1 | 10.3 | 7.6 | 6.5 | 5.8 |
| Standard Deviation(%) | NA | 13.4 | 12.7 | 15.8 | 19.3 | 20.0 | NA | NA | 20.3 | 18.8 | 14.2 | 16.6 | 27.2 | 18.1 | 36.0 | 14.9 | 17.9 | 8.2 | 15.9 | 15.9 | 11.7 | 11.0 | 13.3 | 23.0 | 18.1 | 31.6 | 43.9 | 15.9 | 9.6 | 9.4 | 8.6 |
| Treynor Ratio | NA | 0.33 | 0.36 | 0.24 | 0.04 | 0.1 | NA | NA | 0.07 | 0.26 | 0.15 | 0.26 | -0.26 | 0.05 | 0.09 | 0.27 | -0.15 | 0.2 | 0.11 | 0.04 | 0.06 | 0.35 | 0.13 | -0.04 | 0.13 | 0.28 | -0.38 | 0.02 | 0.14 | 0.08 | 0.23 |
| Alpha | NA | 0.02 | 0.03 | 0.01 | -0.02 | -0.01 | NA | NA | -0.01 | 0.03 | -0.02 | 0.01 | -0.02 | -0.08 | -0.04 | -0.01 | -0.04 | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.82 | 0.89 | 0.95 | 1.0 | 1.01 | NA | NA | 1.02 | 0.93 | 0.95 | 1.13 | 1.03 | 1.05 | 1.0 | 1.12 | 1.0 | 1.09 | 1.13 | 0.98 | 0.99 | 0.95 | 0.99 | 0.96 | 0.98 | 1.14 | 1.06 | 0.98 | 0.9 | 0.86 | 0.76 |
| RSquared | NA | 0.69 | 0.69 | 0.8 | 0.8 | 0.86 | NA | NA | 0.91 | 0.87 | 0.73 | 0.82 | 0.88 | 0.61 | 0.93 | 0.88 | 0.91 | 0.8 | 0.89 | 0.92 | 0.93 | 0.94 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.92 | 0.88 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.3 | 20.2 | 9.7 | 0.9 | 0.5 | 0.7 | 6.6 | 13.6 | 8.2 | 15.1 | 18.3 | 20.3 | 11.5 | 7.4 | 0.7 | 1.6 | 1.3 | 1.0 | 1.4 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -35.3 | 151.6 | 666.0 | 83.5 | -15.5 | -87.1 | -64.2 | 87.8 | -45.9 | -30.5 | -21.8 | 104.8 | 64.0 | 893.7 | -50.9 | 60.6 | -21.0 | -23.9 | 51.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to SLADX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
