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SAALX: SA U.S. Core Market Fund Select Shares (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/10/2017 |
Last Dividend Date: | 12/21/2021 |
12-Mo. Yield | 0.69% |
Expenses | 0.67% |
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Performance Analytics (As of 11/17/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -17.9 | 8.0 | 9.6 | 10.4 | -19.0 | 16.2 | 9.8 | 15.5 | -10.8 | 7.5 |
Sharpe Ratio | NA | -0.82 | 0.32 | 0.42 | 0.48 | -0.95 | 1.11 | 0.29 | -0.44 | -1.7 | -0.45 |
Draw Down(%) | NA | 24.7 | 33.8 | 33.8 | 33.8 | 24.7 | 8.9 | 33.8 | 11.3 | 25.5 | 4.6 |
Standard Deviation(%) | NA | 23.1 | 23.7 | 20.7 | 20.1 | 23.7 | 14.6 | 32.7 | 17.6 | 19.1 | 8.8 |
Treynor Ratio | NA | -0.21 | 0.09 | 0.1 | 0.11 | -0.26 | 0.18 | 0.12 | -0.08 | -0.31 | -0.04 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | -0.05 | -0.02 | -0.03 |
Beta | NA | 0.88 | 0.85 | 0.88 | 0.88 | 0.88 | 0.88 | 0.82 | 0.98 | 1.04 | 0.98 |
RSquared | NA | 0.9 | 0.86 | 0.89 | 0.89 | 0.89 | 0.69 | 0.78 | 0.53 | 0.88 | 0.52 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 4.6 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2017
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