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AIG Small-Cap W (SASWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.030.00 (0.00%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★
Year-to-date return11.26%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)22.13%
Worst 1-yr total return (3 Feb 2019)-9.12%
Best 3-yr total return22.13%
Worst 3-yr total return5.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSASWXCategory
YTD12.69%12.40%
1-month-1.91%3.37%
3-month0.27%4.88%
1-year52.25%55.69%
3-year6.03%19.34%
5-year10.29%20.72%
10-year0.00%13.98%
Last bull market0.00%27.85%
Last bear market0.00%-24.06%

Annual total return (%) history

Year
SASWXCategory
2021
N/AN/A
2020
13.20%38.62%
2019
15.65%27.68%
2018
-9.12%-5.76%
2017
17.91%21.50%
2016
22.13%11.20%
2015
0.10%-2.41%
2014
N/A2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.87%N/AN/AN/A
2020-31.15%22.96%4.17%28.37%
201912.05%0.41%-5.65%8.95%
20180.00%9.69%4.00%-20.34%
20173.02%2.76%9.25%1.94%
2016-3.11%6.21%9.78%8.11%
20155.52%1.35%-9.74%3.70%
20140.19%-7.68%10.79%N/A

Rank in category (by total return)

YTD44
1-month96
3-month88
1-year61
3-year99
5-year95

Load adjusted returns

1-year50.68%
3-year6.92%
5-year13.41%
10-yearN/A