Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVSAX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) | 1.58% | 6.15% | 6.69% | 2.81% | 3.35% | 3.36% | 2.78% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVSAX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) | 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 (%) | -0.37 | 6.15 | 6.69 | 2.81 | 3.35 | 3.36 | 2.78 | … | … | 1.58 | 8.44 | 5.82 | 6.15 | -7.44 | 3.19 | 2.41 | 9.51 | -1.66 | 5.24 | 4.26 | -0.12 | 3.44 | 3.82 | 6.35 | 3.27 | 6.57 | 13.79 | -20.93 | 0.74 | 8.79 | 3.19 | 5.40 |
| Sharpe Ratio | NA | 1.21 | 1.04 | 0.07 | 0.40 | NA | NA | … | … | 0.37 | 1.61 | 0.71 | 0.76 | -1.68 | 1.12 | 0.29 | 1.32 | -1.00 | 2.94 | 1.51 | -0.05 | 1.72 | 1.27 | 3.52 | 0.98 | 2.56 | 4.14 | -1.94 | -0.49 | 1.58 | 0.24 | 1.44 |
| Standard Deviation(%) | NA | 2.90 | 3.29 | 3.74 | 4.25 | NA | NA | … | … | 3.31 | 3.45 | 3.07 | 3.33 | 5.30 | 2.82 | 7.35 | 6.08 | 3.07 | 1.57 | 2.68 | 2.71 | 1.98 | 2.98 | 1.80 | 3.31 | 2.53 | 3.31 | 11.28 | 4.93 | 3.41 | 3.96 | 4.24 |
| Draw Down(%) | NA | 2.63 | 2.73 | 10.33 | 11.56 | NA | NA | … | … | 2.63 | 2.73 | 1.65 | 2.60 | 9.31 | 1.98 | 11.56 | 3.90 | 3.79 | 0.76 | 1.65 | 2.76 | 1.52 | 3.28 | 1.31 | 2.96 | 1.69 | 4.88 | 22.50 | 5.26 | 1.87 | 2.82 | 4.03 |
| Yield(%) | 0.00 | 2.76 | 3.58 | 3.09 | 2.82 | 2.74 | 2.65 | … | … | 0.00 | 3.39 | 4.10 | 3.73 | 3.23 | 2.64 | 1.72 | 3.42 | 2.02 | 2.21 | 1.98 | 2.21 | 2.16 | 1.90 | 2.48 | 2.31 | 2.82 | 3.03 | 3.42 | 5.68 | 2.76 | 2.16 | 2.08 |
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 |
|---|---|---|---|---|
| SVSAX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) |
-6.00%
Feb 2006 – Feb 2009 |
-0.58%
May 2007 – May 2012 |
1.53%
May 2007 – May 2017 |
1.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVSAX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORME) |
9.27%
Mar 2009 – Mar 2012 |
7.35%
Feb 2009 – Feb 2014 |
5.01%
Mar 2009 – Mar 2019 |
4.06%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart