Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SARLX (SA Real Estate Securities Fund Select Shares) | NA | -22.92% | -1.28% | 3.22% | NA | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SARLX (SA Real Estate Securities Fund Select Shares) | 07/06/2017 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.92 | -1.28 | 3.22 | NA | NA | NA | … | … | -27.60 | 29.43 | -9.84 | 20.67 | -7.85 | -8.08 |
| Sharpe Ratio | NA | -1.05 | -0.05 | 0.10 | NA | NA | NA | … | … | -1.37 | 1.76 | -0.23 | 1.51 | -0.54 | -0.76 |
| Standard Deviation(%) | NA | 22.89 | 29.19 | 24.37 | NA | NA | NA | … | … | 23.28 | 16.74 | 42.92 | 12.89 | 17.12 | 21.94 |
| Draw Down(%) | NA | 31.98 | 41.57 | 41.57 | NA | NA | NA | … | … | 31.98 | 8.02 | 41.57 | 8.52 | 16.32 | 13.09 |
| Yield(%) | 0.00 | 8.41 | 5.85 | 5.39 | 2.49 | 1.66 | 1.24 | … | … | 0.00 | 11.54 | 3.78 | 5.83 | 4.20 | 2.71 |
Data as of 11/17/2022, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SARLX (SA Real Estate Securities Fund Select Shares) |
-1.79%
Oct 2019 – Oct 2022 |
3.56%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SARLX (SA Real Estate Securities Fund Select Shares) |
19.06%
Dec 2018 – Dec 2021 |
6.29%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart