Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRWAX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FOR) | 6.54% | 18.31% | 13.69% | 3.57% | 6.00% | 5.71% | 4.85% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRWAX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FOR) | 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 (%) | -1.61 | 18.31 | 13.69 | 3.57 | 6.00 | 5.71 | 4.85 | … | … | 6.54 | 17.71 | 9.69 | 11.64 | -20.71 | 5.65 | 7.34 | 19.14 | -7.70 | 14.29 | 7.91 | -3.36 | 4.17 | 10.44 | 14.33 | -0.14 | 13.36 | 27.42 | -33.45 | 4.17 | 10.89 | 5.47 | 7.95 |
| Sharpe Ratio | NA | 1.86 | 1.19 | 0.10 | 0.43 | NA | NA | … | … | 1.30 | 1.47 | 0.84 | 1.10 | -1.50 | 0.67 | 0.39 | 2.84 | -1.15 | 3.62 | 0.95 | -0.42 | 0.67 | 1.45 | 1.90 | -0.01 | 1.17 | 1.65 | -1.39 | 0.11 | 1.05 | 0.50 | 1.31 |
| Standard Deviation(%) | NA | 8.43 | 8.75 | 10.17 | 10.11 | NA | NA | … | … | 10.33 | 10.10 | 7.26 | 7.31 | 14.79 | 8.38 | 18.21 | 6.21 | 7.90 | 3.78 | 8.08 | 8.09 | 6.17 | 7.19 | 7.58 | 15.64 | 11.36 | 16.56 | 24.68 | 9.72 | 7.15 | 6.48 | 7.26 |
| Draw Down(%) | NA | 6.60 | 10.13 | 25.06 | 25.06 | NA | NA | … | … | 6.60 | 10.13 | 4.44 | 7.70 | 21.28 | 7.40 | 24.30 | 3.26 | 13.61 | 1.47 | 6.16 | 10.37 | 5.47 | 7.33 | 6.65 | 15.36 | 9.37 | 19.02 | 43.17 | 7.66 | 6.91 | 4.84 | 5.80 |
| Yield(%) | 0.00 | 4.80 | 4.59 | 3.75 | 3.95 | 3.90 | 3.64 | … | … | 0.00 | 5.42 | 4.68 | 3.51 | 3.67 | 5.60 | 2.14 | 4.96 | 2.37 | 2.05 | 2.56 | 2.32 | 3.09 | 1.67 | 3.33 | 3.31 | 4.75 | 3.47 | 5.25 | 6.13 | 4.17 | 1.25 | 1.97 |
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 |
|---|---|---|---|---|
| SRWAX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FOR) |
-13.06%
Feb 2006 – Feb 2009 |
-1.93%
Apr 2004 – Apr 2009 |
2.34%
Oct 2013 – Oct 2023 |
2.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRWAX (SAAT MARKET GROWTH STRATEGY FUND SAAT MARKET GROWTH STRATEGY FUND – CLASS F EFFECTIVE 1-31-2017 (FOR) |
20.70%
Feb 2009 – Feb 2012 |
15.90%
Feb 2009 – Feb 2014 |
9.77%
Feb 2009 – Feb 2019 |
7.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart