Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAUFX (Sa U.S. Fixed Incme Fun) | 1.12% | 4.39% | 5.04% | 2.00% | 1.43% | 0.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUFX (Sa U.S. Fixed Incme Fun) | 04/05/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.39 | 5.04 | 2.00 | 1.43 | 0.98 | NA | … | … | 1.12 | 5.86 | 5.22 | 4.76 | -5.10 | -1.38 | 0.61 | 2.27 | 1.28 | 0.24 | 0.62 | 1.66 |
| Sharpe Ratio | NA | 1.21 | 1.17 | -0.30 | -0.16 | NA | NA | … | … | 0.16 | 1.55 | 1.10 | 1.04 | -2.71 | -1.26 | 0.98 | 1.42 | -0.14 | -0.54 | 0.53 | -0.08 |
| Standard Deviation(%) | NA | 1.60 | 1.55 | 1.76 | 1.32 | NA | NA | … | … | 1.68 | 1.92 | 1.45 | 1.06 | 2.42 | 1.12 | 0.37 | 0.56 | 0.77 | 0.76 | 0.77 | 2.76 |
| Draw Down(%) | NA | 0.84 | 1.24 | 7.34 | 7.42 | NA | NA | … | … | 0.84 | 1.24 | 0.52 | 0.22 | 6.05 | 1.57 | 0.33 | 0.10 | 0.30 | 0.39 | 0.48 | 0.59 |
| Yield(%) | 0.00 | 4.19 | 4.27 | 2.75 | 1.84 | 1.25 | 0.96 | … | … | 0.81 | 4.40 | 4.91 | 3.31 | 1.19 | 0.00 | 0.41 | 1.86 | 1.47 | 0.74 | 0.42 | 0.25 |
Data as of 06/04/2026, Common starting date is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUFX (Sa U.S. Fixed Incme Fun) |
-2.19%
Oct 2019 – Oct 2022 |
-0.71%
Oct 2017 – Oct 2022 |
1.11%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUFX (Sa U.S. Fixed Incme Fun) |
5.42%
Feb 2023 – Feb 2026 |
2.00%
May 2021 – May 2026 |
1.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart