Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXMAX (SAAT MODERATE STRATEGY ALLOCATION FUND SAAT MODERATE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-) | 4.00% | 9.78% | 11.25% | 4.16% | 6.08% | 7.38% | 5.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXMAX (SAAT MODERATE STRATEGY ALLOCATION FUND SAAT MODERATE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-) | 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 (%) | 0.30 | 9.78 | 11.25 | 4.16 | 6.08 | 7.38 | 5.57 | … | … | 4.00 | 10.48 | 11.77 | 8.21 | -11.50 | 11.26 | -6.51 | 22.76 | -4.88 | 14.32 | 10.54 | -0.12 | 11.74 | 22.39 | 14.35 | 5.12 | 15.45 | 22.83 | -37.00 | -1.20 | 12.37 | 22.23 | 5.94 |
| Sharpe Ratio | NA | 1.16 | 1.06 | 0.19 | 0.38 | NA | NA | … | … | 1.00 | 0.81 | 1.23 | 0.59 | -0.91 | 1.34 | -0.26 | 2.63 | -0.59 | 2.81 | 1.05 | -0.01 | 1.46 | 2.67 | 1.64 | 0.28 | 1.12 | 1.05 | -1.15 | -0.36 | 1.15 | 1.38 | 1.38 |
| Standard Deviation(%) | NA | 6.17 | 7.74 | 9.58 | 11.83 | NA | NA | … | … | 6.73 | 9.39 | 6.60 | 7.75 | 14.29 | 8.36 | 25.84 | 8.08 | 10.62 | 4.88 | 9.80 | 10.87 | 8.04 | 8.38 | 8.80 | 18.00 | 13.74 | 21.71 | 32.85 | 12.20 | 7.84 | 14.49 | 4.96 |
| Draw Down(%) | NA | 4.64 | 8.62 | 16.31 | 31.69 | NA | NA | … | … | 4.64 | 8.58 | 4.12 | 6.48 | 14.25 | 5.20 | 31.69 | 3.81 | 13.71 | 1.76 | 7.80 | 8.25 | 5.61 | 6.24 | 6.21 | 14.97 | 10.26 | 23.92 | 45.24 | 9.66 | 5.88 | 4.92 | 4.25 |
| Yield(%) | 0.00 | 13.54 | 11.68 | 7.12 | 7.14 | 7.82 | 5.92 | … | … | 0.00 | 14.58 | 12.07 | 9.70 | 3.27 | 4.18 | 2.08 | 9.27 | 8.26 | 5.63 | 8.52 | 2.31 | 3.47 | 3.01 | 2.62 | 2.30 | 2.26 | 0.00 | 0.00 | 0.00 | 0.00 | 1.06 | 1.64 |
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 |
|---|---|---|---|---|
| SXMAX (SAAT MODERATE STRATEGY ALLOCATION FUND SAAT MODERATE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-) |
-17.27%
Feb 2006 – Feb 2009 |
-2.75%
Aug 2005 – Aug 2010 |
4.30%
Feb 2006 – Feb 2016 |
4.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXMAX (SAAT MODERATE STRATEGY ALLOCATION FUND SAAT MODERATE STRATEGY ALLOCATION FUND – CLASS F EFFECTIVE 1-) |
23.49%
Feb 2009 – Feb 2012 |
20.54%
Feb 2009 – Feb 2014 |
13.83%
Feb 2009 – Feb 2019 |
10.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart