Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSDX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS D) | 3.07% | 9.21% | 7.80% | 2.04% | 3.38% | 3.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSDX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS D) | 03/30/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 9.21 | 7.80 | 2.04 | 3.38 | 3.48 | NA | … | … | 3.07 | 10.71 | 5.51 | 6.00 | -14.26 | 5.55 | 2.01 | 13.07 | -4.26 | 7.63 | 5.81 | -1.61 | 4.66 | 4.92 | 7.87 | -0.49 |
| Sharpe Ratio | NA | 1.76 | 1.03 | -0.03 | 0.30 | NA | NA | … | … | 1.39 | 1.42 | 0.42 | 0.49 | -1.69 | 1.27 | 0.15 | 2.11 | -1.18 | 2.82 | 1.28 | -0.36 | 1.44 | 1.06 | 2.37 | -0.10 |
| Standard Deviation(%) | NA | 4.46 | 5.03 | 6.05 | 6.28 | NA | NA | … | … | 5.37 | 5.52 | 4.50 | 4.80 | 9.32 | 4.35 | 11.49 | 5.49 | 4.78 | 2.48 | 4.38 | 4.57 | 3.22 | 4.60 | 3.33 | 6.77 |
| Draw Down(%) | NA | 4.34 | 4.88 | 16.00 | 16.98 | NA | NA | … | … | 4.34 | 4.88 | 2.81 | 4.80 | 14.51 | 2.58 | 16.98 | 2.94 | 7.70 | 1.26 | 2.82 | 5.41 | 2.64 | 5.51 | 2.62 | 5.81 |
| Yield(%) | 0.00 | 2.34 | 2.55 | 2.51 | 2.35 | 2.31 | 1.75 | … | … | 0.00 | 2.65 | 2.65 | 2.44 | 3.17 | 3.27 | 1.03 | 2.84 | 1.50 | 1.42 | 1.92 | 2.16 | 2.44 | 1.39 | 2.27 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSDX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS D) |
-2.63%
Dec 2019 – Dec 2022 |
-0.01%
Dec 2017 – Dec 2022 |
1.57%
Oct 2013 – Oct 2023 |
3.41%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSDX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS D) |
8.76%
Feb 2023 – Feb 2026 |
4.94%
Sep 2011 – Sep 2016 |
4.60%
Aug 2011 – Aug 2021 |
3.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart