Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAISX (SA International Small Company) | 8.81% | 24.36% | 18.03% | 5.46% | 7.51% | 6.30% | 4.19% | … | … |
Data as of 06/04/2026, Common starting date is 08/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAISX (SA International Small Company) | 08/05/1999 | 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 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 24.36 | 18.03 | 5.46 | 7.51 | 6.30 | 4.19 | … | … | 8.81 | 35.68 | 3.19 | 13.87 | -21.09 | 9.79 | 7.58 | 23.24 | -20.05 | 29.01 | 4.79 | 4.78 | -7.36 | 26.04 | 17.56 | -16.31 | 22.65 | 38.37 | -51.30 | -0.55 | 17.13 | 16.29 | 27.58 | 55.40 | -0.12 | -12.10 | -9.21 | -0.30 |
| Sharpe Ratio | NA | 1.81 | 1.10 | 0.22 | 0.38 | NA | NA | … | … | 1.41 | 2.25 | -0.03 | 0.78 | -1.01 | 0.75 | 0.26 | 2.09 | -1.66 | 3.91 | 0.29 | 0.37 | -0.70 | 2.36 | 1.17 | -0.67 | 1.22 | 1.69 | -1.50 | -0.22 | 0.97 | 1.41 | 2.11 | 6.00 | -0.12 | -1.14 | -1.24 | -0.47 |
| Standard Deviation(%) | NA | 13.69 | 14.19 | 15.94 | 16.30 | NA | NA | … | … | 16.94 | 14.63 | 12.93 | 13.27 | 22.38 | 13.07 | 28.52 | 10.40 | 12.97 | 7.29 | 15.98 | 12.99 | 10.61 | 11.01 | 15.13 | 24.40 | 18.42 | 22.64 | 34.71 | 16.62 | 14.27 | 9.96 | 12.60 | 9.12 | 10.81 | 12.96 | 10.79 | 9.04 |
| Draw Down(%) | NA | 12.00 | 13.15 | 35.67 | 43.91 | NA | NA | … | … | 12.00 | 13.08 | 9.66 | 13.10 | 31.11 | 10.34 | 39.69 | 8.46 | 27.85 | 3.09 | 12.14 | 13.32 | 16.46 | 8.53 | 15.61 | 26.84 | 16.94 | 22.64 | 54.09 | 18.11 | 17.11 | 9.03 | 12.32 | 6.49 | 21.69 | 18.84 | 15.47 | 6.37 |
| Yield(%) | 0.00 | 6.39 | 5.14 | 3.06 | 4.16 | 3.76 | 2.58 | … | … | 0.00 | 7.60 | 3.98 | 3.64 | 1.41 | 2.63 | 1.14 | 6.61 | 4.97 | 5.26 | 4.16 | 3.89 | 2.11 | 2.05 | 2.68 | 1.06 | 1.37 | 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 08/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAISX (SA International Small Company) |
-23.52%
Feb 2006 – Feb 2009 |
-9.62%
May 2007 – May 2012 |
-0.04%
Nov 2006 – Nov 2016 |
-0.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAISX (SA International Small Company) |
36.92%
Mar 2003 – Mar 2006 |
26.47%
Oct 2002 – Oct 2007 |
11.31%
Feb 2009 – Feb 2019 |
9.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart