Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SAUMX (SA US Small Company Fd) | -5.75% | 0.76% | 5.69% | 6.78% | 3.99% | 7.41% | 4.68% | 5.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUMX (SA US Small Company Fd) | 08/05/1999 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 08/05/1999.
AR inception is since 08/05/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 3.13 | 0.76 | 5.69 | 6.78 | 3.99 | 7.41 | 4.68 | 5.83 | -5.75 | 11.14 | 13.71 | -16.52 | 0.17 | 9.66 | 22.15 | -12.78 | 11.35 | 22.46 | -4.57 | 3.66 | 41.46 | 17.59 | -3.52 | 29.55 | 32.46 | -41.27 | -13.46 | 6.04 | -0.34 | 16.29 | 49.46 | -22.79 | 8.87 | 6.20 | 14.60 |
| Sharpe Ratio | NA | -0.18 | -0.02 | 0.21 | 0.10 | NA | NA | 0.18 | -0.75 | 0.26 | 0.53 | -0.72 | 0.01 | 0.22 | 1.33 | -0.82 | 0.88 | 1.27 | -0.29 | 0.23 | 2.88 | 1.05 | -0.11 | 1.20 | 0.91 | -0.94 | -0.77 | 0.15 | -0.15 | 0.86 | 2.57 | -0.95 | 0.28 | 0.08 | 3.45 |
| Standard Deviation(%) | NA | 21.93 | 21.05 | 23.51 | 22.86 | NA | NA | 23.86 | 28.09 | 17.36 | 17.92 | 25.07 | 27.86 | 41.95 | 15.64 | 17.20 | 12.25 | 17.56 | 16.04 | 15.53 | 14.37 | 16.92 | 32.45 | 24.54 | 35.40 | 44.64 | 21.50 | 18.71 | 16.56 | 17.93 | 18.97 | 25.25 | 23.63 | 26.47 | 10.48 |
| Draw Down(%) | NA | 24.77 | 24.77 | 39.91 | 43.13 | NA | NA | 67.97 | 21.62 | 8.75 | 14.56 | 23.06 | 25.20 | 41.89 | 9.56 | 25.93 | 6.59 | 13.02 | 14.29 | 13.04 | 5.62 | 12.67 | 28.45 | 20.04 | 33.23 | 50.12 | 21.22 | 15.83 | 11.25 | 15.82 | 14.14 | 37.68 | 26.54 | 23.46 | 7.21 |
| Yield(%) | 0.00 | 0.31 | 0.49 | 0.47 | 3.00 | 4.66 | 2.99 | 3.95 | 0.00 | 0.33 | 0.61 | 0.42 | 0.24 | 0.24 | 5.21 | 2.69 | 8.17 | 6.15 | 7.52 | 5.25 | 3.48 | 1.44 | 0.50 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUMX (SA US Small Company Fd) |
-27.08%
Feb 2006 - Feb 2009 |
-14.14%
Feb 2004 - Feb 2009 |
-0.84%
Aug 2000 - Aug 2010 |
2.89%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUMX (SA US Small Company Fd) |
32.41%
Feb 2009 - Feb 2012 |
28.62%
Feb 2009 - Feb 2014 |
16.94%
Feb 2009 - Feb 2019 |
11.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart