Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SICIX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS I) | 2.00% | 6.25% | 6.58% | 2.66% | 3.15% | 3.14% | 2.31% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SICIX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS I) | 03/30/2004 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.25 | 6.58 | 2.66 | 3.15 | 3.14 | 2.31 | … | … | 2.00 | 7.36 | 5.52 | 5.85 | -7.55 | 2.95 | 2.12 | 9.36 | -2.06 | 5.12 | 4.03 | -0.48 | 3.33 | 3.50 | 6.06 | 2.65 | 3.75 | 11.41 | -21.13 | -0.29 | 10.09 | 4.48 | 6.25 |
| Sharpe Ratio | NA | 1.40 | 1.07 | 0.06 | 0.37 | NA | NA | … | … | 0.75 | 1.29 | -0.35 | 0.48 | -1.72 | 1.06 | 0.26 | 1.30 | -1.12 | 2.77 | 1.41 | -0.19 | 1.68 | 1.16 | 3.22 | 0.80 | 1.27 | 3.23 | -1.94 | -0.67 | 1.85 | 0.58 | 1.71 |
| Standard Deviation(%) | NA | 2.85 | 3.29 | 3.70 | 4.23 | NA | NA | … | … | 3.28 | 3.54 | 3.07 | 3.34 | 5.22 | 2.76 | 7.35 | 6.10 | 3.03 | 1.63 | 2.72 | 2.72 | 1.97 | 2.98 | 1.88 | 3.29 | 2.87 | 3.50 | 11.32 | 4.91 | 3.69 | 3.99 | 4.27 |
| Draw Down(%) | NA | 2.65 | 2.73 | 10.54 | 11.61 | NA | NA | … | … | 2.65 | 2.73 | 1.67 | 2.70 | 9.51 | 1.92 | 11.61 | 3.93 | 4.09 | 0.75 | 1.68 | 2.82 | 1.55 | 3.33 | 1.39 | 3.02 | 1.77 | 4.92 | 22.72 | 5.63 | 1.67 | 2.78 | 4.02 |
| Yield(%) | 0.00 | 2.49 | 3.26 | 2.80 | 2.51 | 2.42 | 2.18 | … | … | 0.00 | 3.03 | 3.75 | 3.40 | 2.88 | 2.32 | 1.36 | 3.09 | 1.73 | 1.87 | 1.69 | 1.91 | 1.88 | 1.61 | 2.14 | 1.71 | 0.00 | 0.77 | 3.14 | 4.60 | 4.23 | 2.99 | 2.08 |
Data as of 06/04/2026, Common starting date is 03/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICIX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS I) |
-6.14%
Mar 2006 – Mar 2009 |
-1.90%
May 2007 – May 2012 |
0.73%
May 2007 – May 2017 |
0.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICIX (SAAT CONSERVATIVE STRATEGY FUND SAAT CONSERVATIVE STRATEGY FUND – CLASS I) |
9.19%
May 2004 – May 2007 |
6.10%
Feb 2009 – Feb 2014 |
4.26%
Mar 2009 – Mar 2019 |
3.49%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart