Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAXIX (SA Global Fixed Income) | 1.38% | 3.69% | 4.77% | 1.44% | 1.29% | 0.99% | 0.74% | … | … |
Data as of 06/03/2026, Common starting date is 01/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAXIX (SA Global Fixed Income) | 01/12/2001 | 06/03/2026 |
| 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 | 3.69 | 4.77 | 1.44 | 1.29 | 0.99 | 0.74 | … | … | 1.38 | -0.12 | 5.33 | 4.55 | -6.80 | -1.59 | 0.90 | 3.41 | 1.17 | 1.17 | 0.92 | -2.11 |
| Sharpe Ratio | NA | 0.73 | 0.93 | -0.50 | -0.18 | NA | NA | … | … | 0.66 | -0.77 | -0.75 | 0.27 | -2.72 | -0.86 | 0.80 | 1.79 | -0.13 | 0.39 | 0.47 | -0.32 |
| Standard Deviation(%) | NA | 1.89 | 1.74 | 2.14 | 1.72 | NA | NA | … | … | 2.24 | 3.90 | 1.67 | 1.10 | 3.02 | 1.87 | 0.83 | 1.12 | 1.10 | 1.40 | 1.53 | 3.54 |
| Draw Down(%) | NA | 1.59 | 1.59 | 9.94 | 9.94 | NA | NA | … | … | 1.59 | 4.42 | 0.70 | 0.47 | 7.71 | 2.84 | 1.04 | 0.41 | 0.73 | 0.78 | 1.96 | 2.34 |
| Yield(%) | 0.00 | 4.73 | 3.69 | 2.63 | 2.16 | 1.49 | 1.12 | … | … | 0.00 | 4.85 | 5.97 | 0.00 | 3.24 | 0.00 | 2.14 | 2.86 | 2.10 | 0.86 | 1.24 | 0.33 |
Data as of 06/03/2026, Common starting date is 01/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXIX (SA Global Fixed Income) |
-2.85%
Sep 2019 – Sep 2022 |
-0.84%
Sep 2017 – Sep 2022 |
1.14%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXIX (SA Global Fixed Income) |
5.31%
Feb 2023 – Feb 2026 |
1.51%
Dec 2015 – Dec 2020 |
1.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart