Nasdaq - Delayed Quote USD

SA US Core Market (SAMKX)

36.52
+0.04
+(0.11%)
At close: 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.16%
5y Average Return 16.32%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (May 16, 2025) 33.38%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 33.38%
Worst 3Y Total Return 6.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SAMKX
Category
YTD
-5.32%
5.31%
1-Month
-0.96%
-4.19%
3-Month
-8.10%
3.90%
1-Year
9.89%
20.31%
3-Year
11.20%
6.48%
5-Year
14.50%
11.78%
10-Year
11.34%
10.96%
Last Bull Market
19.85%
25.56%
Last Bear Market
-16.06%
-15.11%

Annual Total Return (%) History

Year
SAMKX
Category
2025
--
--
2024
22.83%
--
2023
25.80%
22.32%
2022
-18.92%
-16.96%
2021
25.47%
26.07%
2020
18.89%
15.83%
2019
30.48%
28.78%
2018
-4.60%
-6.27%

2017
22.20%
20.44%
2016
11.46%
10.37%
2015
-0.32%
-1.07%
2014
11.19%
10.96%
2013
33.38%
31.50%
2012
15.19%
14.96%
2011
0.42%
-1.27%
2010
16.04%
14.01%
2009
25.57%
28.17%
2008
-35.83%
-37.79%
2007
3.95%
6.16%
2006
13.88%
14.17%
2005
5.10%
5.88%
2004
10.22%
10.02%
2003
29.92%
27.05%
2002
-21.35%
-22.25%
2001
-10.39%
-13.50%
2000
-1.96%
-6.31%
1999
--
20.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.41% -- -- --
2024 10.45% 3.37% 5.87% 1.62%
2023 7.38% 8.49% -3.08% 11.42%
2022 -5.59% -16.06% -4.69% 7.35%
2021 5.30% 7.85% -0.20% 10.70%
2020 -20.02% 20.65% 9.67% 12.35%
2019 13.75% 4.11% 1.17% 8.90%
2018 -0.26% 3.64% 7.86% -14.44%
2017 6.02% 2.79% 4.65% 7.14%
2016 1.63% 1.45% 4.14% 3.79%

2015 1.51% -0.05% -7.14% 5.80%
2014 1.55% 4.58% -0.05% 4.75%
2013 10.87% 2.74% 6.20% 10.26%
2012 12.42% -3.53% 6.28% -0.07%
2011 6.20% -0.24% -15.19% 11.77%
2010 5.33% -11.15% 11.39% 11.31%
2009 -10.29% 15.03% 14.85% 5.96%
2008 -9.20% -2.30% -7.58% -21.73%
2007 1.02% 5.77% 1.03% -3.72%
2006 4.72% -2.38% 4.53% 6.57%
2005 -2.23% 1.81% 3.84% 1.70%
2004 1.94% 1.20% -2.27% 9.33%
2003 -3.16% 16.19% 3.16% 11.93%
2002 0.93% -12.46% -17.04% 7.30%
2001 -10.77% 5.88% -15.20% 11.86%
2000 6.10% -2.03% 3.11% -8.52%
1999 14.48% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 61
3-Month 59
1-Year 53
3-Year 47
5-Year 57

Load Adjusted Returns

1-Year 9.89%
3-Year 11.20%
5-Year 14.50%
10-Year 11.34%

Performance & Risk

YTD Return 1.16%
5y Average Return 16.32%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family SA Funds
Net Assets 617.85M
YTD Return -5.32%
Yield 0.73%
Morningstar Rating
Inception Date Aug 05, 1999

Fund Summary

The fund is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.

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