Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNSAX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CL) | 1.33% | 4.77% | 5.45% | 2.37% | 2.58% | 2.30% | 2.00% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNSAX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CL) | 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 (%) | 0.00 | 4.77 | 5.45 | 2.37 | 2.58 | 2.30 | 2.00 | … | … | 1.33 | 6.28 | 5.13 | 5.15 | -4.56 | 0.71 | 2.73 | 6.25 | -0.26 | 2.80 | 2.56 | -0.14 | 1.89 | 1.01 | 3.49 | 2.68 | 3.35 | 4.41 | -8.30 | 0.18 | 5.93 | 2.46 | 3.29 |
| Sharpe Ratio | NA | 1.27 | 1.12 | -0.05 | 0.29 | NA | NA | … | … | 0.37 | 1.69 | 0.75 | 0.63 | -1.81 | 0.31 | 0.60 | 0.66 | -0.95 | 1.89 | 1.51 | -0.11 | 1.52 | 0.51 | 2.76 | 1.88 | 2.67 | 4.24 | -4.03 | -1.00 | 1.05 | 0.07 | 1.20 |
| Standard Deviation(%) | NA | 1.83 | 2.08 | 2.47 | 3.27 | NA | NA | … | … | 2.10 | 2.02 | 2.02 | 2.38 | 3.33 | 2.23 | 4.11 | 7.24 | 1.74 | 1.14 | 1.55 | 1.56 | 1.23 | 1.92 | 1.25 | 1.41 | 1.22 | 1.02 | 2.29 | 2.98 | 2.40 | 2.75 | 2.72 |
| Draw Down(%) | NA | 1.41 | 1.41 | 7.34 | 7.34 | NA | NA | … | … | 1.41 | 1.31 | 1.02 | 1.49 | 5.70 | 2.15 | 6.05 | 4.91 | 1.81 | 0.51 | 0.92 | 1.80 | 0.73 | 2.54 | 0.72 | 0.75 | 0.84 | 0.88 | 8.87 | 4.40 | 1.50 | 1.80 | 2.33 |
| Yield(%) | 0.00 | 2.65 | 3.53 | 2.83 | 2.41 | 2.11 | 2.17 | … | … | 0.00 | 3.28 | 4.24 | 3.59 | 2.47 | 1.81 | 1.90 | 2.48 | 1.78 | 1.87 | 1.21 | 1.20 | 1.48 | 1.01 | 1.80 | 1.82 | 1.83 | 1.06 | 2.93 | 6.37 | 2.65 | 2.07 | 1.81 |
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 |
|---|---|---|---|---|
| SNSAX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CL) |
-2.21%
May 2007 – May 2010 |
-0.18%
May 2007 – May 2012 |
0.83%
May 2007 – May 2017 |
0.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNSAX (SAAT DEFENSIVE STRATEGY FUND SAAT DEFENSIVE STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CL) |
6.09%
Feb 2023 – Feb 2026 |
3.09%
Feb 2009 – Feb 2014 |
2.79%
Feb 2016 – Feb 2026 |
2.42%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart