Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABTX (SA US Value) | 16.14% | 36.06% | 19.55% | 8.48% | 10.27% | 10.60% | 7.15% | … | … |
Data as of 06/05/2026, Common starting date is 08/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABTX (SA US Value) | 08/05/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 36.06 | 19.55 | 8.48 | 10.27 | 10.60 | 7.15 | … | … | 16.14 | 17.69 | 11.32 | 11.82 | -11.57 | 22.98 | -2.14 | 24.85 | -12.14 | 18.45 | 18.18 | -3.44 | 8.54 | 39.53 | 21.13 | -4.05 | 19.40 | 28.12 | -43.64 | -6.22 | 11.15 | 4.77 | 13.22 | 35.96 | -24.70 | 0.50 | 8.23 | -5.90 |
| Sharpe Ratio | NA | 2.96 | 1.21 | 0.37 | 0.46 | NA | NA | … | … | 3.43 | 0.88 | 0.63 | 0.60 | -0.59 | 1.51 | -0.06 | 1.72 | -0.80 | 2.14 | 1.17 | -0.21 | 0.67 | 3.03 | 1.40 | -0.15 | 0.89 | 0.73 | -0.93 | -0.55 | 0.61 | 0.22 | 1.01 | 1.86 | -0.93 | -0.10 | 0.21 | -1.39 |
| Standard Deviation(%) | NA | 11.41 | 13.88 | 16.09 | 19.11 | NA | NA | … | … | 12.13 | 16.82 | 12.28 | 13.81 | 22.10 | 15.23 | 39.96 | 13.56 | 17.04 | 8.34 | 15.36 | 16.50 | 12.71 | 13.05 | 15.21 | 27.86 | 21.71 | 38.47 | 47.95 | 17.09 | 12.81 | 11.43 | 12.09 | 18.95 | 27.86 | 20.66 | 19.32 | 12.50 |
| Draw Down(%) | NA | 6.36 | 16.63 | 20.42 | 42.06 | NA | NA | … | … | 6.36 | 14.84 | 9.39 | 10.72 | 20.42 | 7.13 | 42.06 | 8.58 | 23.05 | 4.47 | 12.40 | 14.47 | 10.37 | 5.78 | 13.22 | 27.19 | 18.99 | 36.64 | 55.96 | 17.33 | 7.96 | 7.39 | 8.89 | 17.84 | 40.13 | 27.91 | 17.00 | 11.62 |
| Yield(%) | 0.00 | 4.37 | 3.41 | 2.28 | 4.86 | 6.27 | 4.13 | … | … | 0.00 | 4.40 | 2.80 | 1.85 | 1.60 | 1.32 | 1.45 | 6.06 | 7.77 | 11.02 | 5.79 | 6.17 | 6.36 | 3.58 | 1.39 | 0.94 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABTX (SA US Value) |
-24.82%
Feb 2006 – Feb 2009 |
-12.69%
Feb 2004 – Feb 2009 |
-0.95%
Oct 1999 – Oct 2009 |
3.24%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABTX (SA US Value) |
29.26%
Feb 2009 – Feb 2012 |
26.70%
Feb 2009 – Feb 2014 |
16.80%
Feb 2009 – Feb 2019 |
13.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart