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SAISX: SA International Small Company (MUTUAL FUND)
Basic Info 19.53 0.01(0.05%) December 08
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 08/05/1999 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 5.68% |
| Expenses | 0.93% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | 7.4 | 8.3 | 1.4 | 5.3 | 3.8 | 7.1 | 4.7 | -17.7 | 13.5 | 8.6 | 23.2 | -20.1 | 29.0 | 4.8 | 4.8 | -7.4 | 26.0 | 17.6 | -16.3 | 22.7 | 38.4 | -51.3 | -0.6 | 17.1 | 16.3 | 27.6 | 55.4 | -0.1 | -12.1 | -9.2 | -0.3 |
| SR | NA | 0.27 | 0.31 | -0.03 | 0.21 | 0.18 | NA | 0.21 | -0.87 | 1.04 | 0.29 | 2.1 | -1.65 | 3.91 | 0.29 | 0.37 | -0.69 | 2.36 | 1.17 | -0.67 | 1.23 | 1.69 | -1.5 | -0.21 | 0.98 | 1.42 | 2.11 | 6.0 | -0.11 | -1.13 | -1.23 | -0.45 |
| DD(%) | NA | 13.1 | 13.1 | 33.5 | 39.7 | 43.9 | NA | 67.7 | 31.2 | 8.7 | 39.7 | 8.5 | 27.8 | 3.1 | 12.1 | 13.3 | 16.5 | 8.5 | 15.6 | 26.8 | 16.9 | 22.6 | 54.1 | 18.1 | 17.1 | 9.0 | 12.3 | 6.5 | 21.7 | 18.8 | 15.5 | 6.4 |
| SD(%) | NA | 13.2 | 13.3 | 16.6 | 18.7 | 15.8 | NA | 16.7 | 22.1 | 13.0 | 28.3 | 10.4 | 13.0 | 7.3 | 16.0 | 13.0 | 10.6 | 11.0 | 15.1 | 24.4 | 18.4 | 22.6 | 34.7 | 16.6 | 14.3 | 10.0 | 12.6 | 9.1 | 10.8 | 13.0 | 10.8 | 9.0 |
| TR | NA | 0.04 | 0.04 | 0.0 | 0.05 | 0.03 | NA | 0.04 | -0.19 | 0.15 | 0.12 | 0.24 | -0.23 | 0.32 | 0.06 | 0.05 | -0.09 | 0.3 | 0.19 | -0.18 | 0.26 | 0.43 | -0.51 | -0.04 | 0.14 | 0.14 | 0.27 | 0.61 | -0.01 | -0.14 | -0.12 | -0.05 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | NA | -0.01 | -0.04 | 0.0 | 0.03 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.07 | -0.01 | -0.03 | -0.02 | -0.02 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 |
| Beta | NA | 0.95 | 0.95 | 0.98 | 0.84 | 0.85 | NA | 0.91 | 1.02 | 0.91 | 0.71 | 0.91 | 0.94 | 0.88 | 0.82 | 0.91 | 0.84 | 0.87 | 0.91 | 0.93 | 0.88 | 0.89 | 1.02 | 0.98 | 0.99 | 0.98 | 0.99 | 0.9 | 0.99 | 1.06 | 1.07 | 0.9 |
| RS | NA | 0.95 | 0.95 | 0.96 | 0.78 | 0.83 | NA | 0.88 | 0.97 | 0.95 | 0.61 | 0.96 | 0.97 | 0.93 | 0.88 | 0.98 | 0.98 | 0.97 | 0.99 | 0.99 | 0.96 | 0.98 | 0.87 | 0.83 | 0.86 | 0.86 | 0.96 | 0.89 | 0.91 | 0.95 | 0.87 | 0.74 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/1999
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See Foreign Small/Mid Blend Asset Class Trend Rankings |
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