Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAWMX (SA WORLDWIDE MODERATE GROWTH FUND SA WORLDWIDE MODERATE GROWTH FUND) | 10.59% | 23.89% | 16.08% | 8.60% | 9.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAWMX (SA WORLDWIDE MODERATE GROWTH FUND SA WORLDWIDE MODERATE GROWTH FUND) | 07/10/2015 | 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 (%) | 0.58 | 23.89 | 16.08 | 8.60 | 9.21 | NA | NA | … | … | 10.59 | 18.78 | 9.87 | 13.60 | -8.96 | 16.57 | 4.22 | 17.01 | -7.89 | 15.57 | 10.73 | -5.35 |
| Sharpe Ratio | NA | 2.99 | 1.60 | 0.66 | 0.69 | NA | NA | … | … | 2.89 | 1.78 | 0.85 | 1.25 | -0.78 | 1.91 | 0.18 | 2.00 | -0.99 | 3.01 | 1.00 | -0.91 |
| Standard Deviation(%) | NA | 7.15 | 8.15 | 9.45 | 10.96 | NA | NA | … | … | 8.41 | 9.12 | 7.35 | 8.06 | 13.40 | 8.65 | 22.16 | 7.78 | 9.40 | 4.97 | 10.53 | 11.94 |
| Draw Down(%) | NA | 5.79 | 9.55 | 17.57 | 30.56 | NA | NA | … | … | 5.79 | 9.55 | 4.89 | 7.00 | 17.57 | 3.74 | 30.56 | 5.58 | 14.93 | 1.91 | 9.35 | 10.46 |
| Yield(%) | 0.00 | 6.29 | 6.22 | 5.43 | 5.91 | 3.87 | 2.90 | … | … | 0.00 | 6.64 | 6.82 | 4.58 | 7.01 | 5.08 | 4.83 | 6.27 | 5.85 | 3.07 | 2.16 | 1.00 |
Data as of 06/04/2026, Common starting date is 07/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWMX (SA WORLDWIDE MODERATE GROWTH FUND SA WORLDWIDE MODERATE GROWTH FUND) |
-2.21%
Mar 2017 – Mar 2020 |
2.73%
Sep 2017 – Sep 2022 |
7.85%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAWMX (SA WORLDWIDE MODERATE GROWTH FUND SA WORLDWIDE MODERATE GROWTH FUND) |
16.69%
May 2023 – May 2026 |
12.55%
Mar 2020 – Mar 2025 |
9.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart