Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STDAX (SAAT DEFENSIVE STRATEGY ALLOCATION FUND SAAT DEFENSIVE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE ) | 0.27% | 2.93% | 4.61% | 2.96% | 2.44% | 4.65% | 3.07% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STDAX (SAAT DEFENSIVE STRATEGY ALLOCATION FUND SAAT DEFENSIVE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE ) | 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 (%) | 0.09 | 2.93 | 4.61 | 2.96 | 2.44 | 4.65 | 3.07 | … | … | 0.27 | 4.46 | 5.35 | 5.98 | -1.58 | 1.57 | -19.53 | 19.83 | -3.32 | 9.69 | 12.92 | -0.74 | 13.09 | 14.01 | 14.33 | 7.40 | 16.16 | 27.21 | -39.56 | -7.88 | 9.45 | 6.14 | 3.03 |
| Sharpe Ratio | NA | 0.26 | 1.30 | 0.40 | 0.13 | NA | NA | … | … | -0.93 | 1.80 | 2.14 | 2.28 | -2.17 | 2.25 | -1.17 | 3.01 | -0.59 | 2.15 | 1.60 | -0.09 | 2.16 | 2.05 | 2.28 | 0.53 | 1.42 | 1.32 | -1.00 | -1.06 | 0.90 | 0.64 | 1.18 |
| Standard Deviation(%) | NA | 1.39 | 1.10 | 1.13 | 6.65 | NA | NA | … | … | 1.99 | 0.88 | 0.81 | 1.03 | 1.39 | 0.68 | 16.84 | 6.11 | 8.05 | 4.22 | 7.93 | 8.62 | 6.04 | 6.81 | 6.32 | 13.94 | 11.34 | 20.50 | 40.29 | 10.47 | 6.71 | 6.09 | 2.48 |
| Draw Down(%) | NA | 1.07 | 1.07 | 2.66 | 26.89 | NA | NA | … | … | 1.07 | 0.67 | 0.25 | 0.53 | 2.66 | 0.34 | 26.89 | 2.66 | 10.20 | 2.11 | 6.30 | 6.80 | 3.74 | 6.48 | 4.30 | 12.75 | 9.09 | 21.60 | 44.02 | 13.70 | 3.75 | 4.88 | 2.45 |
| Yield(%) | 0.00 | 3.51 | 4.76 | 3.78 | 4.57 | 5.37 | 3.75 | … | … | 0.00 | 4.48 | 4.99 | 6.20 | 3.36 | 0.88 | 1.36 | 5.95 | 7.63 | 7.06 | 10.52 | 3.66 | 4.51 | 4.03 | 3.83 | 3.70 | 2.61 | 0.00 | 0.00 | 0.00 | 0.00 | 72.19 | 1.34 |
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 |
|---|---|---|---|---|
| STDAX (SAAT DEFENSIVE STRATEGY ALLOCATION FUND SAAT DEFENSIVE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE ) |
-20.46%
Feb 2006 – Feb 2009 |
-7.83%
Apr 2004 – Apr 2009 |
2.29%
Mar 2015 – Mar 2025 |
2.30%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STDAX (SAAT DEFENSIVE STRATEGY ALLOCATION FUND SAAT DEFENSIVE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE ) |
24.77%
Mar 2009 – Mar 2012 |
20.08%
Feb 2009 – Feb 2014 |
13.41%
Feb 2009 – Feb 2019 |
8.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart