Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMKX (SA US Mkt Fd) | 10.56% | 26.21% | 21.05% | 9.91% | 12.42% | 12.13% | 9.27% | … | … |
Data as of 06/04/2026, Common starting date is 08/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMKX (SA US Mkt Fd) | 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 (%) | 0.33 | 26.21 | 21.05 | 9.91 | 12.42 | 12.13 | 9.27 | … | … | 10.56 | 16.44 | 22.81 | 25.81 | -22.71 | 16.69 | 10.71 | 30.62 | -4.69 | 22.20 | 11.46 | -0.32 | 11.19 | 33.38 | 15.19 | 0.41 | 16.04 | 24.14 | -36.94 | 1.97 | 13.10 | 4.47 | 9.48 | 29.25 | -21.75 | -10.68 | -2.28 | 11.50 |
| Sharpe Ratio | NA | 2.14 | 1.26 | 0.43 | 0.61 | NA | NA | … | … | 1.89 | 0.76 | 1.28 | 1.66 | -0.97 | 1.16 | 0.32 | 2.28 | -0.35 | 3.09 | 0.86 | -0.02 | 0.95 | 2.95 | 1.16 | 0.02 | 0.88 | 0.91 | -0.94 | -0.06 | 0.93 | 0.22 | 0.75 | 1.72 | -0.92 | -0.64 | -0.27 | 1.86 |
| Standard Deviation(%) | NA | 11.58 | 14.58 | 17.11 | 17.84 | NA | NA | … | … | 13.10 | 18.26 | 12.69 | 13.08 | 24.80 | 14.37 | 32.38 | 12.81 | 17.13 | 7.00 | 13.03 | 15.22 | 11.80 | 11.32 | 13.16 | 24.24 | 18.17 | 26.46 | 39.97 | 15.90 | 10.64 | 10.49 | 11.39 | 16.62 | 24.78 | 20.78 | 23.96 | 14.58 |
| Draw Down(%) | NA | 8.75 | 18.76 | 29.06 | 33.77 | NA | NA | … | … | 8.75 | 18.76 | 8.24 | 9.95 | 24.83 | 8.38 | 33.77 | 7.13 | 20.25 | 2.67 | 10.17 | 12.11 | 7.67 | 5.36 | 10.20 | 20.33 | 15.77 | 26.22 | 46.91 | 10.09 | 8.40 | 6.90 | 8.68 | 13.36 | 32.29 | 28.68 | 16.66 | 7.74 |
| Yield(%) | 0.00 | 0.75 | 0.98 | 0.75 | 4.04 | 4.85 | 3.86 | … | … | 0.00 | 0.76 | 0.84 | 1.08 | 0.72 | 0.44 | 0.88 | 14.69 | 5.73 | 4.76 | 6.61 | 0.88 | 0.92 | 1.04 | 1.64 | 0.65 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 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 |
|---|---|---|---|---|
| SAMKX (SA US Mkt Fd) |
-16.44%
Feb 2006 – Feb 2009 |
-7.80%
Feb 2004 – Feb 2009 |
-2.41%
Aug 2000 – Aug 2010 |
3.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMKX (SA US Mkt Fd) |
24.07%
Feb 2009 – Feb 2012 |
22.09%
Feb 2009 – Feb 2014 |
15.77%
Feb 2009 – Feb 2019 |
13.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart