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Nasdaq - Delayed Quote USD

SA US Small Company (SAUMX)

26.84
+0.13
+(0.49%)
As of 8:07:12 AM EDT. Market Open.

Fund Summary

The fund is designed to purchase a broad and diverse group of readily marketable equity securities of small cap companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.46%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

Performance & Risk

YTD Return -8.61%
5y Average Return 13.95%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SAUMXCategory AverageSAUMXCategory AverageSAUMXCategory Average
Alpha -5.14 -0.09 -1.78 -0.06 -5.55 -0.06
BETA 1.09 0.01 1.03 0.01 1.11 0.01
Mean Annual Return 0.46 0.01 1.44 0.01 0.73 0.01
R-squared 76.94 0.83 75.09 0.77 76.61 0.78
Standard Deviation 21.42 0.26 20.13 0.21 19.51 0.19
Sharpe Ratio 0.05 0 0.72 0.01 0.34 0.01
Treynor Ratio -1.12 0.08 13.26 0.1 4.53 0.09

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