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SSGAX: SAAT AGGRESSIVE STRATEGY FUND SAAT AGGRESSIVE STRATEGY FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 13.92 0.02(0.14%) March 28
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (81%) |
Start Date: | 03/30/2004 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.82% |
Expenses | 1.16% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/22/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 6.3 | 18.3 | 2.9 | 7.0 | 6.1 | 9.7 | 5.3 | 14.4 | -17.0 | 12.3 | 11.2 | 22.2 | -9.9 | 18.8 | 8.6 | -3.5 | 4.7 | 17.7 | 16.6 | -2.5 | 14.8 | 32.6 | -41.2 | 4.4 | 14.8 | 7.2 | 9.7 |
Sharpe Ratio | NA | 2.93 | 1.68 | 0.05 | 0.37 | 0.41 | NA | 0.32 | 1.11 | -1.13 | 1.31 | 0.47 | 2.53 | -1.08 | 3.72 | 0.79 | -0.33 | 0.57 | 2.03 | 1.64 | -0.13 | 0.97 | 1.46 | -1.27 | 0.11 | 1.25 | 0.6 | 1.27 |
Draw Down(%) | NA | 2.2 | 9.9 | 24.5 | 29.2 | 29.2 | NA | 56.5 | 9.9 | 24.0 | 4.7 | 29.2 | 4.7 | 17.3 | 1.6 | 8.6 | 12.6 | 7.2 | 8.0 | 9.1 | 19.8 | 12.9 | 23.9 | 51.3 | 10.5 | 9.4 | 6.5 | 7.3 |
Standard Deviation(%) | NA | 8.1 | 8.6 | 12.0 | 14.4 | 12.1 | NA | 14.7 | 9.3 | 16.4 | 9.4 | 22.9 | 8.2 | 10.4 | 4.9 | 10.6 | 10.7 | 8.2 | 8.7 | 10.1 | 20.2 | 15.2 | 22.2 | 33.1 | 13.3 | 9.2 | 8.4 | 9.4 |
Treynor Ratio | NA | 0.26 | 0.15 | 0.01 | 0.05 | 0.05 | NA | 0.04 | 0.11 | -0.2 | 0.13 | 0.1 | 0.19 | -0.11 | 0.17 | 0.07 | -0.03 | 0.04 | 0.15 | 0.13 | -0.02 | 0.11 | 0.25 | -0.3 | 0.01 | 0.09 | 0.04 | 0.09 |
Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.03 | 0.01 | -0.01 | -0.02 | -0.03 | -0.01 | 0.01 | -0.03 | -0.01 | 0.02 | -0.06 | -0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.91 | 0.93 | 0.92 | 1.0 | 1.03 | NA | 1.21 | 0.91 | 0.92 | 0.93 | 1.07 | 1.1 | 0.99 | 1.06 | 1.26 | 1.17 | 1.18 | 1.2 | 1.3 | 1.46 | 1.4 | 1.32 | 1.38 | 1.4 | 1.3 | 1.2 | 1.27 |
RSquared | NA | 0.8 | 0.81 | 0.78 | 0.86 | 0.86 | NA | 0.9 | 0.79 | 0.8 | 0.69 | 0.94 | 0.91 | 0.88 | 0.75 | 0.86 | 0.9 | 0.91 | 0.9 | 0.87 | 0.97 | 0.96 | 0.96 | 0.96 | 0.93 | 0.89 | 0.88 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2005
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