SLASX: SELECTED AMERICAN SHARES INC CLASS S (MUTUAL FUND)
Basic Info 38.81 0.75(1.90%) May 21
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/11/1980 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.79% |
| Expenses | 0.99% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/11/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 3.6 | -11.2 | 3.6 | 5.3 | 5.0 | 7.7 | 5.9 | 9.9 | -1.2 | 23.2 | -25.4 | 4.9 | 9.0 | 31.2 | -14.0 | 21.8 | 12.6 | 3.7 | 5.7 | 33.2 | 12.9 | -4.3 | 12.6 | 31.6 | -39.5 | 4.8 | 15.2 | 9.9 | 12.0 | 30.9 | -17.0 | -11.2 | 9.1 | 20.3 | 16.3 | 37.4 | 30.7 | 38.1 | -3.3 | 5.6 | 5.9 | 46.3 | -3.7 | 19.9 | 22.0 | -5.7 | -1.8 | 31.2 | 14.9 | 21.5 | 24.3 | -0.9 | 21.6 |
| Sharpe Ratio | NA | 0.48 | -0.65 | 0.04 | 0.18 | 0.17 | NA | NA | 0.39 | -0.39 | 1.13 | -0.99 | 0.27 | 0.24 | 2.0 | -0.86 | 2.6 | 0.78 | 0.23 | 0.49 | 3.03 | 0.98 | -0.19 | 0.69 | 1.0 | -0.92 | 0.11 | 1.25 | 0.82 | 1.19 | 2.11 | -0.85 | -0.72 | 0.23 | 0.88 | 0.6 | 1.87 | 2.22 | 3.94 | -0.63 | 0.34 | 0.34 | 3.0 | -0.53 | 1.17 | 1.26 | -0.48 | -0.38 | 3.56 | 0.67 | 1.62 | 1.23 | -0.96 | 0.96 |
| Draw Down(%) | NA | 17.1 | 24.0 | 24.0 | 41.4 | 41.4 | NA | NA | 58.4 | 16.5 | 12.5 | 33.6 | 18.6 | 36.6 | 10.0 | 25.0 | 3.6 | 15.8 | 11.6 | 9.4 | 5.2 | 10.5 | 22.1 | 15.2 | 30.2 | 51.2 | 10.3 | 7.6 | 6.6 | 7.4 | 12.1 | 28.4 | 27.8 | 13.0 | 13.3 | 24.6 | 10.4 | 6.5 | 4.3 | 10.8 | 6.9 | 9.7 | 5.7 | 21.8 | 9.9 | 9.0 | 28.2 | 12.4 | 6.1 | 5.2 | 2.2 | 3.5 | 9.9 | 8.9 |
| Standard Deviation(%) | NA | 26.2 | 24.2 | 21.7 | 21.4 | 20.8 | NA | NA | 18.0 | 19.8 | 16.9 | 27.2 | 18.1 | 36.0 | 14.9 | 17.9 | 8.2 | 15.9 | 15.8 | 11.7 | 10.9 | 13.3 | 23.0 | 18.1 | 31.6 | 43.9 | 15.9 | 9.6 | 9.4 | 9.3 | 14.3 | 21.4 | 18.9 | 21.6 | 19.6 | 21.4 | 18.1 | 12.1 | 8.7 | 9.9 | 10.2 | 10.3 | 14.1 | 16.8 | 12.2 | 13.7 | 20.2 | 15.8 | 7.3 | 12.2 | 9.5 | 13.6 | 11.4 | 14.8 |
| Treynor Ratio | NA | 0.14 | -0.17 | 0.01 | 0.04 | 0.03 | NA | NA | 0.07 | -0.08 | 0.17 | -0.26 | 0.05 | 0.09 | 0.27 | -0.15 | 0.19 | 0.11 | 0.04 | 0.06 | 0.35 | 0.13 | -0.05 | 0.13 | 0.28 | -0.38 | 0.02 | 0.13 | 0.09 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.04 | -0.08 | -0.04 | -0.04 | -0.03 | NA | NA | 0.02 | -0.09 | -0.02 | -0.02 | -0.08 | -0.03 | -0.01 | -0.04 | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.92 | 0.93 | 1.01 | 1.01 | 1.02 | NA | NA | 1.02 | 0.96 | 1.11 | 1.03 | 1.05 | 0.95 | 1.12 | 1.0 | 1.09 | 1.13 | 0.98 | 0.99 | 0.95 | 1.0 | 0.96 | 0.98 | 1.14 | 1.06 | 0.98 | 0.9 | 0.87 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.61 | 0.73 | 0.74 | 0.83 | NA | NA | 0.56 | 0.4 | 0.76 | 0.88 | 0.6 | 0.84 | 0.88 | 0.92 | 0.8 | 0.89 | 0.92 | 0.93 | 0.94 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.92 | 0.9 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.9 | 0.8 | 5.3 | 7.9 | 6.0 | N/A | 0.9 | 1.0 | 0.7 | 0.2 | 0.4 | 6.2 | 13.3 | 7.9 | 14.8 | 18.1 | 19.9 | 11.1 | 7.1 | 0.4 | 1.3 | 1.0 | 0.8 | 1.1 | 0.7 | 0.8 | 0.8 | 0.8 | 0.7 | 1.1 | 10.2 | 5.1 | 1.5 | 10.5 | 8.3 | 2.8 | 7.2 | 20.4 | 13.0 | 1.9 | 3.4 | 18.8 | 2.2 | 4.5 | 3.6 | 3.8 | 5.5 | 6.6 | 7.6 | 6.0 | 6.8 |
| Dividend Growth(%) | N/A | -100.0 | 5.8 | -53.9 | -94.9 | 23.2 | 244.7 | 97.9 | N/A | 5.8 | 14.6 | 305.6 | -51.4 | -92.2 | -65.4 | 91.5 | -47.0 | -31.3 | -21.3 | 108.2 | 66.7 | 1610.2 | -65.9 | 71.9 | -19.5 | -27.3 | 69.7 | 2.5 | 2.6 | 26.4 | 6.4 | -46.9 | -89.4 | 126.4 | 287.8 | -81.6 | 50.7 | 300.0 | -64.4 | -70.1 | 46.2 | 891.7 | -48.9 | -81.6 | 880.8 | -55.2 | 20.8 | 20.0 | -24.5 | -5.4 | 0.0 | 16.7 | 1.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/1980
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