Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGSX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS I) | 6.54% | 18.11% | 13.42% | 3.29% | 5.72% | 5.43% | 4.12% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGSX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS I) | 03/30/2004 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 18.11 | 13.42 | 3.29 | 5.72 | 5.43 | 4.12 | … | … | 6.54 | 17.39 | 9.45 | 11.29 | -20.98 | 5.33 | 7.03 | 18.86 | -7.97 | 14.04 | 7.67 | -3.66 | 4.06 | 10.05 | 14.07 | -0.35 | 12.46 | 24.81 | -36.34 | 2.42 | 10.70 | 6.72 | 6.84 |
| Sharpe Ratio | NA | 1.83 | 1.16 | 0.07 | 0.41 | NA | NA | … | … | 1.30 | 1.44 | 0.80 | 1.05 | -1.51 | 0.63 | 0.37 | 2.83 | -1.19 | 3.53 | 0.92 | -0.46 | 0.65 | 1.41 | 1.89 | -0.02 | 1.10 | 1.50 | -1.51 | -0.08 | 0.95 | 0.68 | 1.12 |
| Standard Deviation(%) | NA | 8.44 | 8.75 | 10.20 | 10.12 | NA | NA | … | … | 10.30 | 10.11 | 7.26 | 7.34 | 14.86 | 8.41 | 18.17 | 6.15 | 7.90 | 3.81 | 8.05 | 8.01 | 6.19 | 7.12 | 7.48 | 15.53 | 11.29 | 16.49 | 24.71 | 9.70 | 7.69 | 6.51 | 7.19 |
| Draw Down(%) | NA | 6.62 | 10.16 | 25.43 | 25.43 | NA | NA | … | … | 6.62 | 10.16 | 4.53 | 7.74 | 21.59 | 7.52 | 24.32 | 3.24 | 13.77 | 1.49 | 6.16 | 10.50 | 5.53 | 7.43 | 6.65 | 15.43 | 9.39 | 19.08 | 43.25 | 7.73 | 6.82 | 5.00 | 5.83 |
| Yield(%) | 0.00 | 4.72 | 4.44 | 3.62 | 3.74 | 3.66 | 3.09 | … | … | 0.00 | 5.28 | 4.52 | 3.30 | 3.53 | 5.42 | 1.94 | 4.74 | 2.16 | 1.80 | 2.34 | 2.09 | 2.87 | 1.47 | 3.05 | 3.15 | 4.04 | 1.08 | 2.61 | 4.49 | 3.48 | 2.34 | 1.98 |
Data as of 06/05/2026, Common starting date is 03/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGSX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS I) |
-14.90%
Feb 2006 – Feb 2009 |
-3.12%
Apr 2004 – Apr 2009 |
1.78%
Feb 2006 – Feb 2016 |
1.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGSX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS I) |
19.47%
Feb 2009 – Feb 2012 |
15.08%
Feb 2009 – Feb 2014 |
9.23%
Feb 2009 – Feb 2019 |
6.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart