Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKTAX (SAAT CORE MARKET STRATEGY ALLOCATION FUND SAAT CORE MARKET STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 8.38% | 20.80% | 15.95% | 5.44% | 8.89% | 8.55% | 6.03% | … | … |
Data as of 06/12/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKTAX (SAAT CORE MARKET STRATEGY ALLOCATION FUND SAAT CORE MARKET STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 03/30/2004 | 06/12/2026 |
| 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 (%) | 1.09 | 20.80 | 15.95 | 5.44 | 8.89 | 8.55 | 6.03 | … | … | 8.38 | 18.49 | 11.72 | 16.13 | -21.09 | 13.45 | 6.42 | 24.43 | -8.91 | 20.07 | 8.12 | -1.91 | 5.81 | 27.56 | 16.09 | -2.61 | 14.64 | 28.91 | -43.34 | 0.15 | 9.83 | 10.91 | 6.38 |
| Sharpe Ratio | NA | 1.73 | 1.09 | 0.18 | 0.43 | NA | NA | … | … | 1.24 | 1.09 | 0.81 | 1.14 | -1.05 | 1.01 | 0.19 | 2.19 | -0.75 | 3.11 | 0.60 | -0.15 | 0.55 | 2.71 | 1.32 | -0.12 | 0.87 | 1.16 | -1.23 | -0.21 | 0.62 | 0.96 | 1.39 |
| Standard Deviation(%) | NA | 10.56 | 11.88 | 14.62 | 16.02 | NA | NA | … | … | 12.21 | 14.33 | 10.05 | 11.06 | 21.50 | 13.29 | 31.93 | 10.48 | 13.70 | 6.28 | 13.12 | 12.97 | 10.55 | 10.16 | 12.24 | 22.09 | 16.66 | 24.76 | 35.96 | 14.55 | 10.42 | 9.00 | 5.32 |
| Draw Down(%) | NA | 8.12 | 14.39 | 27.83 | 34.50 | NA | NA | … | … | 8.12 | 14.39 | 5.81 | 10.28 | 23.65 | 9.88 | 34.50 | 5.74 | 18.76 | 2.02 | 11.97 | 12.08 | 8.43 | 6.20 | 10.97 | 20.99 | 14.19 | 25.63 | 51.01 | 10.14 | 9.76 | 5.04 | 4.17 |
| Yield(%) | 0.00 | 16.11 | 12.09 | 6.52 | 6.91 | 6.84 | 4.82 | … | … | 0.00 | 17.31 | 11.99 | 7.22 | 1.63 | 2.14 | 1.35 | 5.71 | 3.22 | 5.08 | 1.40 | 1.11 | 1.25 | 1.43 | 1.83 | 1.54 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 1.51 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| SKTAX (SAAT CORE MARKET STRATEGY ALLOCATION FUND SAAT CORE MARKET STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-20.73%
Feb 2006 – Feb 2009 |
-5.72%
Apr 2004 – Apr 2009 |
2.13%
Feb 2006 – Feb 2016 |
3.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKTAX (SAAT CORE MARKET STRATEGY ALLOCATION FUND SAAT CORE MARKET STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
23.85%
Feb 2009 – Feb 2012 |
21.03%
Feb 2009 – Feb 2014 |
13.28%
Feb 2009 – Feb 2019 |
10.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart