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SSGAX: SAAT AGGRESSIVE STRATEGY FUND SAAT AGGRESSIVE STRATEGY FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY (MUTUAL FUND)
Basic Info 17.6 0.45(2.49%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 03/30/2004 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 8.75% |
| Expenses | 1.16% |
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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 | Since 03/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 8.1 | 23.0 | 17.0 | 4.1 | 7.2 | 6.8 | 5.5 | 5.9 | 22.1 | 12.5 | 14.4 | -27.4 | 9.0 | 8.6 | 22.2 | -9.9 | 18.8 | 8.6 | -3.5 | 4.7 | 17.7 | 16.6 | -2.5 | 14.8 | 32.6 | -41.2 | 4.4 | 14.8 | 7.2 | 9.7 |
| Sharpe Ratio | NA | 1.87 | 2.22 | 1.33 | 0.16 | 0.44 | NA | NA | 0.32 | 1.44 | 0.94 | 1.17 | -1.36 | 0.9 | 0.35 | 2.52 | -1.09 | 3.71 | 0.79 | -0.33 | 0.57 | 2.03 | 1.64 | -0.13 | 0.97 | 1.46 | -1.27 | 0.09 | 1.23 | 0.59 | 1.27 |
| Draw Down(%) | NA | 8.8 | 8.8 | 13.2 | 30.8 | 30.8 | NA | NA | 56.5 | 13.2 | 6.5 | 9.9 | 28.3 | 7.2 | 29.2 | 4.7 | 17.3 | 1.6 | 8.6 | 12.6 | 7.2 | 8.0 | 9.1 | 19.8 | 12.9 | 23.9 | 51.3 | 10.5 | 9.4 | 6.5 | 7.3 |
| Standard Deviation(%) | NA | 13.5 | 10.9 | 11.4 | 13.7 | 13.4 | NA | NA | 14.8 | 13.4 | 9.5 | 9.2 | 21.3 | 9.9 | 23.6 | 8.2 | 10.4 | 4.9 | 10.6 | 10.7 | 8.2 | 8.7 | 10.1 | 20.2 | 15.2 | 22.2 | 33.1 | 13.3 | 9.2 | 8.4 | 9.4 |
| Treynor Ratio | NA | 0.18 | 0.19 | 0.14 | 0.02 | 0.06 | NA | NA | 0.04 | 0.17 | 0.09 | 0.12 | -0.3 | 0.09 | 0.08 | 0.19 | -0.11 | 0.17 | 0.07 | -0.03 | 0.04 | 0.15 | 0.13 | -0.02 | 0.11 | 0.25 | -0.3 | 0.01 | 0.09 | 0.04 | 0.1 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.03 | -0.01 | -0.01 | -0.05 | -0.02 | -0.03 | -0.01 | -0.03 | 0.01 | -0.01 | -0.02 | -0.03 | -0.01 | 0.01 | -0.03 | -0.01 | 0.02 | -0.06 | -0.01 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 1.4 | 1.3 | 1.11 | 1.04 | 1.03 | NA | NA | 1.21 | 1.12 | 1.05 | 0.93 | 0.97 | 1.03 | 1.01 | 1.1 | 0.99 | 1.06 | 1.26 | 1.17 | 1.18 | 1.2 | 1.29 | 1.46 | 1.4 | 1.32 | 1.38 | 1.4 | 1.3 | 1.2 | 1.25 |
| RSquared | NA | 0.91 | 0.89 | 0.89 | 0.73 | 0.76 | NA | NA | 0.86 | 0.93 | 0.88 | 0.82 | 0.57 | 0.73 | 0.79 | 0.91 | 0.88 | 0.75 | 0.86 | 0.9 | 0.91 | 0.9 | 0.87 | 0.97 | 0.96 | 0.96 | 0.96 | 0.93 | 0.87 | 0.88 | 0.82 |
| Yield(%) | N/A | 0.0 | 8.7 | 5.6 | 3.9 | 4.4 | 4.4 | 3.8 | N/A | 9.6 | 1.8 | 4.2 | 2.7 | 5.8 | 1.8 | 6.5 | 2.3 | 1.9 | 2.3 | 2.1 | 3.1 | 1.9 | 2.9 | 2.7 | 4.8 | 2.8 | 5.1 | 6.2 | 4.9 | 0.7 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | 430.7 | 23.7 | 73.9 | 29.9 | N/A | N/A | N/A | 498.7 | -53.9 | 8.6 | -51.3 | 246.9 | -68.3 | 145.3 | 39.0 | -8.2 | 2.2 | -31.2 | 84.1 | -24.4 | -0.7 | -37.5 | 116.1 | -69.0 | -20.2 | 37.2 | 648.2 | -61.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2004
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