Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SISAX (SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND – CLASS F EFFECT) | 9.11% | 22.99% | 16.94% | 6.47% | 9.35% | 8.93% | 7.18% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SISAX (SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND – CLASS F EFFECT) | 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 (%) | 0.68 | 22.99 | 16.94 | 6.47 | 9.35 | 8.93 | 7.18 | … | … | 9.11 | 18.50 | 11.93 | 16.12 | -21.56 | 18.85 | 8.24 | 24.43 | -8.88 | 20.13 | 8.08 | -1.96 | 5.79 | 27.80 | 16.09 | -2.85 | 15.38 | 32.17 | -40.06 | 5.68 | 14.53 | 6.98 | 9.90 |
| Sharpe Ratio | NA | 2.00 | 1.16 | 0.28 | 0.49 | NA | NA | … | … | 1.63 | 1.10 | 0.82 | 1.13 | -1.06 | 1.62 | 0.25 | 2.19 | -0.75 | 3.13 | 0.60 | -0.15 | 0.55 | 2.72 | 1.31 | -0.13 | 0.92 | 1.30 | -1.13 | 0.18 | 1.13 | 0.52 | 1.21 |
| Standard Deviation(%) | NA | 10.40 | 11.93 | 14.42 | 15.87 | NA | NA | … | … | 12.16 | 14.29 | 10.19 | 11.11 | 21.75 | 11.65 | 31.64 | 10.50 | 13.68 | 6.25 | 13.11 | 12.95 | 10.55 | 10.21 | 12.30 | 22.16 | 16.69 | 24.64 | 36.22 | 14.45 | 9.86 | 9.02 | 10.05 |
| Draw Down(%) | NA | 8.15 | 14.36 | 24.43 | 34.45 | NA | NA | … | … | 8.15 | 14.36 | 6.25 | 10.32 | 23.64 | 5.63 | 34.45 | 5.72 | 18.73 | 1.98 | 11.97 | 12.11 | 8.36 | 6.15 | 10.94 | 21.19 | 14.07 | 25.29 | 50.69 | 10.12 | 9.73 | 6.61 | 8.07 |
| Yield(%) | 0.00 | 10.40 | 7.83 | 4.58 | 5.04 | 5.17 | 4.39 | … | … | 0.00 | 11.14 | 5.38 | 6.04 | 1.63 | 2.18 | 1.35 | 3.34 | 4.53 | 1.45 | 1.40 | 1.11 | 1.24 | 1.44 | 1.86 | 1.56 | 1.59 | 2.03 | 1.77 | 4.53 | 2.03 | 0.58 | 1.58 |
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 |
|---|---|---|---|---|
| SISAX (SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND – CLASS F EFFECT) |
-16.47%
Feb 2006 – Feb 2009 |
-2.64%
Apr 2004 – Apr 2009 |
4.00%
Feb 2006 – Feb 2016 |
4.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISAX (SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND – CLASS F EFFECT) |
24.81%
Feb 2009 – Feb 2012 |
21.63%
Feb 2009 – Feb 2014 |
13.56%
Feb 2009 – Feb 2019 |
11.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart