Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEDIX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS I) | 1.36% | 4.57% | 5.22% | 2.12% | 2.31% | 2.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEDIX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS I) | 05/15/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.57 | 5.22 | 2.12 | 2.31 | 2.05 | NA | … | … | 1.36 | 4.95 | 2.66 | 4.89 | -4.90 | 0.40 | 2.51 | 6.11 | -0.61 | 2.56 | 2.21 | -0.40 | 1.77 | 0.66 | 3.24 | 2.20 | 2.15 | 1.86 |
| Sharpe Ratio | NA | 1.30 | 1.01 | -0.15 | 0.22 | NA | NA | … | … | 0.43 | 1.02 | -1.32 | 0.27 | -1.88 | 0.16 | 0.57 | 0.64 | -1.22 | 1.75 | 1.24 | -0.27 | 1.46 | 0.31 | 2.51 | 1.64 | 1.58 | 2.38 |
| Standard Deviation(%) | NA | 1.73 | 2.07 | 2.48 | 3.28 | NA | NA | … | … | 1.96 | 2.09 | 2.99 | 2.41 | 3.36 | 2.28 | 4.01 | 7.34 | 1.58 | 1.11 | 1.61 | 1.59 | 1.20 | 2.00 | 1.28 | 1.32 | 1.30 | 1.21 |
| Draw Down(%) | NA | 1.44 | 1.44 | 7.64 | 7.64 | NA | NA | … | … | 1.44 | 1.29 | 2.87 | 1.52 | 5.89 | 2.22 | 6.06 | 5.00 | 1.79 | 0.52 | 1.00 | 1.94 | 0.72 | 2.58 | 0.74 | 0.81 | 1.05 | 0.53 |
| Yield(%) | 0.00 | 2.52 | 3.37 | 2.65 | 2.20 | 1.89 | 1.57 | … | … | 0.00 | 3.09 | 4.08 | 3.41 | 2.16 | 1.62 | 1.68 | 2.28 | 1.56 | 1.62 | 0.94 | 0.96 | 1.25 | 0.76 | 1.64 | 1.66 | 1.60 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEDIX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS I) |
-0.71%
Dec 2019 – Dec 2022 |
0.58%
Sep 2017 – Sep 2022 |
0.94%
Sep 2012 – Sep 2022 |
1.73%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEDIX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS I) |
5.84%
Feb 2023 – Feb 2026 |
2.62%
Feb 2021 – Feb 2026 |
2.54%
Feb 2016 – Feb 2026 |
2.16%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart