Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAVLX (SA U.S. Value Fund Select Shares) | NA | -7.23% | 5.49% | 5.90% | NA | NA | NA | … | … |
Data as of 11/17/2022, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAVLX (SA U.S. Value Fund Select Shares) | 07/10/2017 | 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 | -7.23 | 5.49 | 5.90 | NA | NA | NA | … | … | -8.50 | 21.60 | -3.55 | 18.64 | -20.33 | 1.08 |
| Sharpe Ratio | NA | -0.40 | 0.18 | 0.22 | NA | NA | NA | … | … | -0.51 | 1.40 | -0.09 | -0.32 | -2.03 | -1.16 |
| Standard Deviation(%) | NA | 20.60 | 27.24 | 23.25 | NA | NA | NA | … | … | 21.02 | 15.43 | 40.03 | 14.49 | 20.67 | 15.50 |
| Draw Down(%) | NA | 20.25 | 41.99 | 41.99 | NA | NA | NA | … | … | 20.25 | 7.11 | 41.99 | 8.61 | 30.19 | 9.27 |
| Yield(%) | 0.00 | 4.39 | 4.03 | 5.85 | 3.09 | 2.06 | 1.55 | … | … | 0.00 | 5.56 | 1.68 | 6.38 | 8.29 | 10.61 |
Data as of 11/17/2022, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAVLX (SA U.S. Value Fund Select Shares) |
-1.52%
Oct 2017 – Oct 2020 |
4.01%
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 |
|---|---|---|---|---|
| SAVLX (SA U.S. Value Fund Select Shares) |
16.06%
Dec 2018 – Dec 2021 |
6.69%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart