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SLADX: SELECTED AMERICAN SHARES INC CLASS D (MUTUAL FUND)
Basic Info 39.87 1.49(3.88%) May 12
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 05/14/2004 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.11% |
| Expenses | 0.67% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/14/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.3 | 6.0 | -7.6 | 4.8 | 6.6 | 5.8 | 7.8 | 6.4 | 6.5 | -0.8 | 23.6 | -25.2 | 5.3 | 9.3 | 31.6 | -13.7 | 22.2 | 12.9 | 4.0 | 6.1 | 33.7 | 13.3 | -4.0 | 12.9 | 32.1 | -39.3 | 5.1 | 15.6 | 9.1 | 11.3 |
| Sharpe Ratio | NA | 0.12 | -0.73 | 0.0 | 0.13 | 0.17 | NA | NA | 0.24 | -0.37 | 1.16 | -0.98 | 0.29 | 0.25 | 2.03 | -0.84 | 2.64 | 0.8 | 0.25 | 0.52 | 3.07 | 1.0 | -0.18 | 0.71 | 1.01 | -0.91 | 0.13 | 1.29 | 0.74 | 2.01 |
| Draw Down(%) | NA | 17.1 | 24.0 | 24.0 | 41.1 | 41.1 | NA | NA | 58.3 | 16.5 | 12.5 | 33.5 | 18.4 | 36.6 | 10.0 | 24.8 | 3.6 | 15.7 | 11.6 | 9.3 | 5.2 | 10.4 | 22.0 | 15.1 | 30.1 | 51.1 | 10.3 | 7.6 | 6.5 | 5.8 |
| Standard Deviation(%) | NA | 26.2 | 23.9 | 21.6 | 21.4 | 20.8 | NA | NA | 20.8 | 19.7 | 16.9 | 27.2 | 18.1 | 36.0 | 14.9 | 17.9 | 8.2 | 15.9 | 15.9 | 11.7 | 11.0 | 13.3 | 23.0 | 18.1 | 31.6 | 43.9 | 15.9 | 9.6 | 9.4 | 8.6 |
| Treynor Ratio | NA | 0.03 | -0.19 | 0.0 | 0.03 | 0.03 | NA | NA | 0.05 | -0.08 | 0.18 | -0.26 | 0.05 | 0.09 | 0.27 | -0.15 | 0.2 | 0.11 | 0.04 | 0.06 | 0.35 | 0.13 | -0.04 | 0.13 | 0.28 | -0.38 | 0.02 | 0.14 | 0.08 | 0.23 |
| Alpha | NA | 0.06 | -0.08 | -0.03 | -0.03 | -0.02 | NA | NA | -0.01 | -0.08 | -0.02 | -0.02 | -0.08 | -0.04 | -0.01 | -0.04 | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.92 | 0.93 | 1.0 | 1.01 | 1.02 | NA | NA | 1.02 | 0.96 | 1.11 | 1.03 | 1.05 | 1.0 | 1.12 | 1.0 | 1.09 | 1.13 | 0.98 | 0.99 | 0.95 | 0.99 | 0.96 | 0.98 | 1.14 | 1.06 | 0.98 | 0.9 | 0.86 | 0.76 |
| RSquared | NA | 0.94 | 0.6 | 0.74 | 0.74 | 0.83 | NA | NA | 0.9 | 0.41 | 0.76 | 0.88 | 0.61 | 0.93 | 0.88 | 0.91 | 0.8 | 0.89 | 0.92 | 0.93 | 0.94 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.92 | 0.88 | 0.86 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.3 | 1.2 | 5.7 | 7.7 | 6.5 | N/A | 1.3 | 1.4 | 0.9 | 0.5 | 0.7 | 6.6 | 13.6 | 8.2 | 15.1 | 18.3 | 20.3 | 11.5 | 7.4 | 0.7 | 1.6 | 1.3 | 1.0 | 1.4 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 9.0 | -46.2 | -92.4 | 23.2 | N/A | N/A | N/A | 9.0 | 11.0 | 83.5 | -15.5 | -87.1 | -64.2 | 87.8 | -45.9 | -30.5 | -21.8 | 104.8 | 64.0 | 893.7 | -50.9 | 60.6 | -21.0 | -23.9 | 51.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/2004
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