Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGAX (SAAT CONSERVATIVE STRATEGY ALLOCATION FUND SAAT CONSERVATIVE STRATEGY ALLOCATION FUND – CLASS F EFFE) | 3.07% | 6.56% | 9.04% | 4.90% | 6.12% | 7.37% | 6.51% | … | … |
Data as of 06/09/2026, Common starting date is 11/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGAX (SAAT CONSERVATIVE STRATEGY ALLOCATION FUND SAAT CONSERVATIVE STRATEGY ALLOCATION FUND – CLASS F EFFE) | 11/17/2003 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.56 | 9.04 | 4.90 | 6.12 | 7.37 | 6.51 | … | … | 3.07 | 6.80 | 10.51 | 8.74 | -8.15 | 15.46 | -4.32 | 20.63 | -3.37 | 9.88 | 12.50 | -0.34 | 14.37 | 15.15 | 14.21 | 7.69 | 18.17 | 31.08 | -32.96 | -1.05 | 15.54 | -49.09 | 7.08 | 2.80 |
| Sharpe Ratio | NA | 0.83 | 0.96 | 0.33 | 0.46 | NA | NA | … | … | 0.87 | 0.56 | 1.24 | 0.74 | -0.95 | 2.77 | -0.20 | 2.90 | -0.54 | 2.07 | 1.44 | -0.04 | 2.20 | 2.03 | 2.07 | 0.50 | 1.48 | 1.38 | -0.77 | -0.40 | 1.70 | -0.69 | 1.56 | 9.40 |
| Standard Deviation(%) | NA | 4.90 | 6.26 | 7.20 | 9.77 | NA | NA | … | … | 5.27 | 7.07 | 5.57 | 6.97 | 10.08 | 5.57 | 22.44 | 6.60 | 8.87 | 4.47 | 8.52 | 9.35 | 6.53 | 7.46 | 6.91 | 15.33 | 12.20 | 22.37 | 44.16 | 10.65 | 7.15 | 74.62 | 3.92 | 2.71 |
| Draw Down(%) | NA | 3.56 | 6.91 | 13.43 | 30.04 | NA | NA | … | … | 3.56 | 6.91 | 3.53 | 6.02 | 13.43 | 2.66 | 30.04 | 2.86 | 10.77 | 2.11 | 6.44 | 7.27 | 3.87 | 6.81 | 4.62 | 13.42 | 8.44 | 23.45 | 43.64 | 9.67 | 3.69 | 53.48 | 3.98 | 0.30 |
| Yield(%) | 0.00 | 7.76 | 8.08 | 6.16 | 6.82 | 7.57 | 6.51 | … | … | 0.00 | 8.50 | 8.14 | 8.88 | 5.11 | 4.42 | 3.08 | 10.09 | 8.68 | 7.24 | 13.56 | 6.24 | 4.36 | 3.79 | 3.41 | 3.23 | 3.55 | 5.18 | 3.92 | 5.25 | 4.55 | 1.76 | 1.79 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGAX (SAAT CONSERVATIVE STRATEGY ALLOCATION FUND SAAT CONSERVATIVE STRATEGY ALLOCATION FUND – CLASS F EFFE) |
-17.81%
Feb 2005 – Feb 2008 |
-19.08%
Feb 2004 – Feb 2009 |
-0.93%
Jan 2004 – Jan 2014 |
1.49%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGAX (SAAT CONSERVATIVE STRATEGY ALLOCATION FUND SAAT CONSERVATIVE STRATEGY ALLOCATION FUND – CLASS F EFFE) |
27.60%
Feb 2009 – Feb 2012 |
21.99%
Feb 2009 – Feb 2014 |
14.47%
Feb 2009 – Feb 2019 |
11.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart