Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SASWX (AIG SMALL-CAP FUND W SHARES) NA 48.35% 7.22% 12.02% NA NA NA
Data as of 07/28/2021, Common starting date is 02/07/2014
More Performance Analytics Comparison
Name Start Date End Date
SASWX (AIG SMALL-CAP FUND W SHARES) 02/07/2014 07/28/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 48.35 7.22 12.02 NA NA NA 12.69 13.20 12.97 -18.21 17.91 22.14 0.10 7.47
Sharpe Ratio NA 2.28 0.22 0.49 NA NA NA 1.08 0.32 0.74 -0.93 1.42 1.21 0.00 0.50
Standard Deviation(%) NA 21.18 27.60 23.10 NA NA NA 21.61 39.85 15.74 21.04 12.26 18.11 16.64 16.84
Draw Down(%) NA 9.13 48.07 48.07 NA NA NA 8.16 43.91 11.08 34.48 5.03 16.22 13.58 14.28
Yield(%) 0.00 0.00 3.58 5.81 4.02 2.68 2.01 0.00 0.00 2.49 9.56 11.34 3.60 8.26 0.00
Data as of 07/28/2021, Common starting date is 02/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SASWX (AIG SMALL-CAP FUND W SHARES) -6.09%
Mar 2017 – Mar 2020
-0.23%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SASWX (AIG SMALL-CAP FUND W SHARES) 19.44%
Sep 2015 – Sep 2018
15.38%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return