Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMOAX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) | 3.24% | 9.79% | 8.53% | 2.75% | 4.13% | 4.37% | 3.72% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMOAX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) | 03/30/2004 | 06/05/2026 |
| 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 (%) | -0.86 | 9.79 | 8.53 | 2.75 | 4.13 | 4.37 | 3.72 | … | … | 3.24 | 11.44 | 6.40 | 6.79 | -13.66 | 6.34 | 2.69 | 13.99 | -3.54 | 8.46 | 6.60 | -0.87 | 5.47 | 5.89 | 8.82 | 4.52 | 9.69 | 19.50 | -25.95 | 1.69 | 9.51 | 4.07 | 7.32 |
| Sharpe Ratio | NA | 1.88 | 1.17 | 0.09 | 0.42 | NA | NA | … | … | 1.47 | 1.57 | 0.62 | 0.66 | -1.63 | 1.45 | 0.21 | 2.29 | -1.02 | 3.21 | 1.49 | -0.20 | 1.70 | 1.29 | 2.64 | 0.73 | 1.93 | 1.75 | -1.37 | -0.23 | 1.32 | 0.36 | 1.60 |
| Standard Deviation(%) | NA | 4.50 | 5.02 | 6.03 | 6.26 | NA | NA | … | … | 5.38 | 5.47 | 4.49 | 4.82 | 9.28 | 4.36 | 11.49 | 5.47 | 4.82 | 2.44 | 4.29 | 4.52 | 3.21 | 4.56 | 3.34 | 6.12 | 4.97 | 11.07 | 19.65 | 6.36 | 4.64 | 5.00 | 5.42 |
| Draw Down(%) | NA | 4.26 | 4.86 | 14.67 | 16.94 | NA | NA | … | … | 4.26 | 4.86 | 2.70 | 4.63 | 14.00 | 2.50 | 16.94 | 2.94 | 7.09 | 1.25 | 2.72 | 5.14 | 2.59 | 5.41 | 2.53 | 5.44 | 3.42 | 13.96 | 32.22 | 5.78 | 3.10 | 3.37 | 5.14 |
| Yield(%) | 0.00 | 2.88 | 3.32 | 3.18 | 3.13 | 3.29 | 3.13 | … | … | 0.00 | 3.42 | 3.60 | 3.19 | 3.88 | 4.12 | 1.75 | 3.65 | 2.24 | 2.23 | 2.70 | 2.91 | 3.34 | 2.16 | 3.09 | 2.89 | 3.46 | 5.08 | 4.00 | 5.26 | 2.68 | 1.99 | 2.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SMOAX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) |
-9.82%
Feb 2006 – Feb 2009 |
-1.26%
Apr 2004 – Apr 2009 |
2.34%
Oct 2013 – Oct 2023 |
2.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMOAX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLAS) |
15.60%
Feb 2009 – Feb 2012 |
11.88%
Feb 2009 – Feb 2014 |
7.76%
Feb 2009 – Feb 2019 |
5.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart