Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, December 7, 2009, 6:12AM ET - U.S. Markets open in 3 hours and 18 minutes. Dow Up 0.22% Nasdaq  0.00%
SAAT Tax-Managed Aggressive Strategy A (SISAX)On Dec 4: 10.70  Up 0.05 (0.47%)  
MORE ON SISAX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:22.90%
5-Year Average Return:1.16%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):15.54%
Worst 1-Yr Total Return (2008):-40.06%
Best 3-Yr Total Return (2004-6):12.03%
Worst 3-Yr Total Return (2006-8):-9.88%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSISAXCategoryDiffIndex*Diff
Year To Date22.9018.654.2517.055.85
1-Month-1.96-2.180.22-1.86-0.1
3-Month6.275.081.195.480.79
1-Year16.2311.864.379.806.43
3-Year-6.80-6.78-0.02-7.020.22
5-Year1.160.490.670.330.83
Last Bull Market ( 28-Feb-09 to 30-Sep-09)49.5945.264.3345.763.83
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-18.56-15.99-2.57-18.25-0.31
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSISAXCategoryDiff
2009N/AN/AN/A
2008
 
-40.06-37.79-2.27
2007
 
5.686.16-0.48
2006
 
15.5414.171.37
2005
 
8.535.882.65
2004
 
12.1410.022.12
2003N/A27.05N/A
2002N/A-22.25N/A
2001N/A-13.50N/A
2000N/A-6.31N/A
1999N/A20.16N/A
PAST QUARTERLY RETURNS (%) FOR SISAX 
Q1Q2Q3Q4
2009-9.7119.0116.66N/A
2008-9.49-1.01-12.68-23.37
20071.815.671.39-3.11
20066.20-2.343.487.65
2005-1.791.996.012.20
20042.22-0.83-0.1110.74
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date442201321.96
1-Month1308211061.99
3-Month543209025.98
6-Month286204913.96
1-Year415199920.76
3-Year691169440.79
5-Year337135224.93

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder