Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAIA (Saia, Inc.) | 44.38% | 77.84% | 16.84% | 17.53% | 33.67% | 33.06% | 20.48% | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAIA (Saia, Inc.) | 09/11/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 77.84 | 16.84 | 17.53 | 33.67 | 33.06 | 20.48 | … | … | 44.38 | -27.36 | 8.46 | 108.99 | -37.79 | 86.41 | 94.16 | 66.82 | -21.10 | 60.25 | 98.43 | -59.81 | 72.73 | 211.97 | 85.22 | -24.77 | 11.94 | 36.46 | -18.38 | -42.66 | 9.17 | -9.05 | 32.94 | 77.31 | -50.41 |
| Sharpe Ratio | NA | 1.51 | 0.28 | 0.25 | 0.69 | NA | NA | … | … | 2.74 | -0.48 | 0.04 | 2.56 | -0.70 | 2.24 | 1.73 | 1.84 | -0.67 | 2.12 | 2.28 | -1.44 | 2.35 | 4.13 | 2.21 | -0.46 | 0.27 | 0.53 | -0.25 | -0.88 | 0.14 | -0.25 | 0.64 | 1.81 | -0.94 |
| Standard Deviation(%) | NA | 47.73 | 53.90 | 52.26 | 46.13 | NA | NA | … | … | 52.64 | 63.79 | 52.78 | 41.41 | 56.40 | 38.48 | 53.97 | 35.60 | 33.61 | 28.27 | 43.09 | 41.52 | 30.98 | 51.36 | 39.03 | 54.45 | 44.06 | 68.04 | 76.26 | 52.02 | 43.72 | 44.40 | 49.62 | 42.42 | 96.23 |
| Draw Down(%) | NA | 24.92 | 60.94 | 60.94 | 60.94 | NA | NA | … | … | 24.00 | 53.46 | 39.33 | 21.51 | 49.33 | 21.10 | 38.19 | 18.12 | 39.57 | 17.30 | 25.78 | 61.96 | 13.63 | 18.30 | 19.76 | 47.99 | 32.38 | 33.37 | 64.46 | 59.72 | 35.47 | 36.47 | 34.35 | 18.98 | 66.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/11/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIA (Saia, Inc.) |
-31.51%
Feb 2006 – Feb 2009 |
-20.25%
Sep 2006 – Sep 2011 |
6.04%
Jan 2006 – Jan 2016 |
12.06%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIA (Saia, Inc.) |
120.61%
Nov 2011 – Nov 2014 |
57.12%
Mar 2019 – Mar 2024 |
51.60%
Nov 2011 – Nov 2021 |
39.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart