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SGOAX: SAAT MARKET GROWTH STRATEGY ALLOCATION FUND SAAT MARKET GROWTH STRATEGY ALLOCATION FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 27.87 0.24(0.87%) March 27
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (15%) |
Start Date: | 11/18/2003 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.18% |
Expenses | 1.09% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/18/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 7.0 | 22.7 | 6.7 | 10.0 | 8.0 | 11.6 | 7.9 | 8.1 | 16.1 | -14.3 | 20.9 | 11.2 | 24.4 | -8.9 | 20.1 | 8.1 | -2.0 | 5.8 | 27.7 | 16.1 | -2.4 | 14.7 | 32.1 | -41.4 | 4.0 | 14.6 | 25.6 | 9.4 | 5.4 |
Sharpe Ratio | NA | 3.08 | 1.91 | 0.26 | 0.45 | 0.44 | NA | NA | 0.35 | 1.07 | -0.8 | 1.6 | 0.35 | 2.19 | -0.74 | 3.13 | 0.6 | -0.15 | 0.55 | 2.72 | 1.32 | -0.11 | 0.88 | 1.3 | -1.17 | 0.07 | 1.15 | 0.48 | 1.11 | 9.64 |
Draw Down(%) | NA | 1.9 | 10.3 | 24.9 | 34.5 | 34.5 | NA | NA | 57.9 | 10.3 | 23.6 | 6.2 | 34.5 | 5.7 | 18.7 | 2.0 | 11.9 | 12.1 | 8.4 | 6.2 | 11.0 | 20.9 | 14.2 | 25.2 | 50.6 | 10.1 | 9.8 | 27.3 | 6.5 | 1.0 |
Standard Deviation(%) | NA | 8.9 | 9.8 | 14.8 | 18.8 | 15.7 | NA | NA | 20.0 | 11.2 | 19.5 | 13.1 | 31.5 | 10.5 | 13.8 | 6.3 | 13.1 | 13.0 | 10.6 | 10.2 | 12.2 | 22.1 | 16.7 | 24.7 | 36.1 | 14.4 | 9.9 | 48.7 | 7.6 | 6.0 |
Treynor Ratio | NA | 0.28 | 0.18 | 0.03 | 0.07 | 0.05 | NA | NA | 0.05 | 0.11 | -0.14 | 0.18 | 0.08 | 0.16 | -0.07 | 0.14 | 0.05 | -0.01 | 0.04 | 0.19 | 0.1 | -0.02 | 0.09 | 0.22 | -0.28 | 0.01 | 0.08 | 0.5 | 0.08 | 0.63 |
Alpha | NA | 0.03 | 0.01 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | -0.01 | 0.03 | 0.01 | -0.03 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.03 | 0.0 | -0.01 | -0.03 | -0.02 | 0.01 | -0.05 | -0.01 | 0.0 | 0.13 | 0.0 | 0.05 |
Beta | NA | 0.99 | 1.06 | 1.15 | 1.26 | 1.31 | NA | NA | 1.4 | 1.09 | 1.15 | 1.19 | 1.37 | 1.43 | 1.37 | 1.44 | 1.6 | 1.45 | 1.55 | 1.44 | 1.59 | 1.61 | 1.55 | 1.47 | 1.52 | 1.53 | 1.42 | 0.47 | 1.01 | 0.91 |
RSquared | NA | 0.8 | 0.8 | 0.8 | 0.8 | 0.83 | NA | NA | 0.58 | 0.77 | 0.9 | 0.59 | 0.81 | 0.94 | 0.96 | 0.85 | 0.91 | 0.93 | 0.95 | 0.93 | 0.91 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.91 | 0.0 | 0.86 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/2003
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See Aggressive Allocation Asset Class Trend Rankings |
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