Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAALX (SA U.S. Core Market Fund Select Shares) | NA | -17.85% | 7.99% | 9.60% | NA | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAALX (SA U.S. Core Market Fund Select Shares) | 07/10/2017 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.85 | 7.99 | 9.60 | NA | NA | NA | … | … | -19.00 | 16.22 | 9.80 | 15.54 | -10.78 | 7.50 |
| Sharpe Ratio | NA | -0.82 | 0.32 | 0.42 | NA | NA | NA | … | … | -0.95 | 1.11 | 0.29 | -0.44 | -1.70 | -0.45 |
| Standard Deviation(%) | NA | 23.08 | 23.69 | 20.71 | NA | NA | NA | … | … | 23.72 | 14.64 | 32.68 | 17.57 | 19.08 | 8.78 |
| Draw Down(%) | NA | 24.75 | 33.77 | 33.77 | NA | NA | NA | … | … | 24.70 | 8.93 | 33.77 | 11.31 | 25.48 | 4.61 |
| Yield(%) | 0.00 | 7.50 | 9.93 | 8.80 | 4.73 | 3.15 | 2.37 | … | … | 0.00 | 9.45 | 9.13 | 15.05 | 6.27 | 4.54 |
Data as of 11/17/2022, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAALX (SA U.S. Core Market Fund Select Shares) |
7.28%
Sep 2019 – Sep 2022 |
8.73%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAALX (SA U.S. Core Market Fund Select Shares) |
25.12%
Dec 2018 – Dec 2021 |
11.34%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart