Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSIX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS I) | 4.13% | 10.47% | 8.63% | 2.73% | 3.98% | 4.20% | 3.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSIX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS I) | 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 (%) | 0.07 | 10.47 | 8.63 | 2.73 | 3.98 | 4.20 | 3.28 | … | … | 4.13 | 11.18 | 6.09 | 6.49 | -13.70 | 6.13 | 2.52 | 13.65 | -3.85 | 8.30 | 6.24 | -1.10 | 5.34 | 5.50 | 8.55 | 4.30 | 8.86 | 15.24 | -26.63 | 0.67 | 10.79 | 5.61 | 8.14 |
| Sharpe Ratio | NA | 1.81 | 1.13 | 0.05 | 0.39 | NA | NA | … | … | 1.41 | 1.51 | 0.56 | 0.60 | -1.66 | 1.40 | 0.20 | 2.20 | -1.09 | 3.03 | 1.41 | -0.25 | 1.64 | 1.19 | 2.54 | 0.70 | 1.76 | 1.36 | -1.48 | -0.39 | 1.45 | 0.66 | 1.80 |
| Standard Deviation(%) | NA | 4.58 | 5.02 | 5.99 | 6.26 | NA | NA | … | … | 5.48 | 5.52 | 4.43 | 4.75 | 9.17 | 4.36 | 11.49 | 5.54 | 4.84 | 2.53 | 4.28 | 4.50 | 3.24 | 4.61 | 3.37 | 6.13 | 4.99 | 11.13 | 18.59 | 6.31 | 5.09 | 5.04 | 5.44 |
| Draw Down(%) | NA | 4.33 | 4.84 | 14.91 | 16.92 | NA | NA | … | … | 4.33 | 4.84 | 2.75 | 4.69 | 14.20 | 2.50 | 16.92 | 2.94 | 7.32 | 1.30 | 2.74 | 5.25 | 2.59 | 5.38 | 2.56 | 5.51 | 3.44 | 14.02 | 32.35 | 5.80 | 2.96 | 3.32 | 5.03 |
| Yield(%) | 0.00 | 2.59 | 2.98 | 2.88 | 2.80 | 2.94 | 2.64 | … | … | 0.00 | 3.04 | 3.23 | 2.85 | 3.52 | 3.75 | 1.47 | 3.27 | 1.92 | 1.89 | 2.36 | 2.58 | 2.99 | 1.86 | 2.77 | 2.61 | 2.61 | 1.00 | 3.27 | 4.09 | 3.72 | 2.85 | 2.00 |
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 |
|---|---|---|---|---|
| SMSIX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS I) |
-10.07%
Feb 2006 – Feb 2009 |
-1.17%
May 2007 – May 2012 |
1.91%
Nov 2006 – Nov 2016 |
1.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSIX (SAAT MODERATE STRATEGY FUND SAAT MODERATE STRATEGY FUND – CLASS I) |
13.84%
Feb 2009 – Feb 2012 |
10.76%
Feb 2009 – Feb 2014 |
7.08%
Feb 2009 – Feb 2019 |
5.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart