Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLADX (SELECTED AMERICAN SHARES INC CLASS D) | 12.13% | 34.89% | 25.34% | 7.18% | 11.38% | 11.01% | 8.59% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLADX (SELECTED AMERICAN SHARES INC CLASS D) | 05/14/2004 | 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 (%) | 0.64 | 34.89 | 25.34 | 7.18 | 11.38 | 11.01 | 8.59 | … | … | 12.13 | 27.12 | 17.99 | 32.91 | -25.19 | 5.30 | 9.29 | 31.63 | -13.67 | 22.21 | 12.90 | 4.04 | 6.08 | 33.69 | 13.28 | -4.02 | 12.93 | 32.08 | -39.35 | 5.11 | 15.59 | 9.14 | 11.29 |
| Sharpe Ratio | NA | 2.52 | 1.43 | 0.23 | 0.48 | NA | NA | … | … | 1.98 | 1.29 | 1.01 | 1.78 | -0.98 | 0.29 | 0.25 | 2.02 | -0.84 | 2.64 | 0.80 | 0.25 | 0.52 | 3.07 | 1.00 | -0.18 | 0.71 | 1.01 | -0.92 | 0.12 | 1.27 | 0.73 | 2.00 |
| Standard Deviation(%) | NA | 12.75 | 15.81 | 19.29 | 19.98 | NA | NA | … | … | 13.40 | 18.81 | 14.23 | 16.60 | 27.21 | 18.11 | 36.00 | 14.90 | 17.91 | 8.20 | 15.88 | 15.86 | 11.74 | 10.95 | 13.28 | 22.98 | 18.14 | 31.59 | 43.89 | 15.86 | 9.59 | 9.37 | 8.64 |
| Draw Down(%) | NA | 8.10 | 17.05 | 41.11 | 41.11 | NA | NA | … | … | 8.10 | 17.05 | 9.90 | 12.47 | 33.48 | 18.42 | 36.59 | 9.98 | 24.77 | 3.60 | 15.72 | 11.65 | 9.34 | 5.20 | 10.43 | 21.96 | 15.13 | 30.12 | 51.09 | 10.28 | 7.61 | 6.50 | 5.82 |
| Yield(%) | 0.00 | 12.55 | 14.75 | 6.50 | 8.59 | 9.37 | 7.45 | … | … | 0.00 | 13.27 | 20.18 | 9.68 | 0.93 | 0.54 | 0.68 | 6.58 | 13.58 | 8.22 | 15.12 | 18.30 | 20.26 | 11.53 | 7.44 | 0.72 | 1.63 | 1.30 | 1.03 | 1.39 | 1.03 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLADX (SELECTED AMERICAN SHARES INC CLASS D) |
-16.97%
Feb 2006 – Feb 2009 |
-2.71%
May 2007 – May 2012 |
4.54%
Feb 2006 – Feb 2016 |
4.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLADX (SELECTED AMERICAN SHARES INC CLASS D) |
26.12%
May 2023 – May 2026 |
22.76%
Feb 2009 – Feb 2014 |
15.07%
Feb 2009 – Feb 2019 |
12.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart