Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMKDX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS D) | 6.68% | 17.90% | 12.99% | 5.23% | 6.64% | 5.70% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMKDX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS D) | 03/30/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 17.90 | 12.99 | 5.23 | 6.64 | 5.70 | NA | … | … | 6.68 | 16.87 | 8.81 | 10.85 | -15.55 | 9.30 | 8.62 | 18.15 | -8.36 | 13.48 | 7.13 | -4.16 | 3.49 | 9.37 | 13.58 | -6.88 |
| Sharpe Ratio | NA | 1.81 | 1.11 | 0.29 | 0.52 | NA | NA | … | … | 1.35 | 1.38 | 0.72 | 0.99 | -1.34 | 1.28 | 0.47 | 2.67 | -1.24 | 3.39 | 0.87 | -0.52 | 0.57 | 1.31 | 1.82 | -0.53 |
| Standard Deviation(%) | NA | 8.42 | 8.76 | 9.41 | 9.62 | NA | NA | … | … | 10.24 | 10.18 | 7.25 | 7.34 | 12.72 | 7.28 | 17.57 | 6.24 | 7.90 | 3.80 | 7.95 | 8.08 | 6.10 | 7.13 | 7.47 | 17.08 |
| Draw Down(%) | NA | 6.65 | 10.21 | 21.87 | 24.35 | NA | NA | … | … | 6.65 | 10.21 | 4.54 | 7.85 | 21.20 | 3.88 | 24.35 | 3.28 | 14.17 | 1.47 | 6.18 | 10.66 | 5.61 | 7.51 | 6.75 | 15.92 |
| Yield(%) | 0.00 | 4.43 | 3.86 | 5.12 | 4.68 | 4.03 | 3.00 | … | … | 0.17 | 4.66 | 3.71 | 2.70 | 8.94 | 9.42 | 3.44 | 4.14 | 1.64 | 1.31 | 1.86 | 1.59 | 2.32 | 1.02 | 2.52 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMKDX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS D) |
-0.47%
Sep 2019 – Sep 2022 |
0.62%
Mar 2015 – Mar 2020 |
2.90%
Oct 2013 – Oct 2023 |
5.40%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMKDX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS D) |
14.16%
May 2023 – May 2026 |
8.18%
Feb 2016 – Feb 2021 |
7.28%
Feb 2016 – Feb 2026 |
5.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart