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SA US Fixed Income Investor (SAUFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.52+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.69%
5-year average return0.40%
Number of years up12
Number of years down4
Best 1-yr total return (2 Jul 2024)4.77%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return4.77%
Worst 3-yr total return-1.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAUFXCategory
YTD2.58%0.23%
1-month0.50%0.00%
3-month1.13%0.13%
1-year5.27%0.98%
3-year0.33%1.85%
5-year0.38%1.66%
10-year0.55%1.19%
Last bull market2.29%1.14%
Last bear market-1.04%-0.10%

Annual total return (%) history

Year
SAUFXCategory
2024
N/AN/A
2023
4.77%N/A
2022
-5.11%N/A
2021
-1.38%N/A
2020
0.61%1.34%
2019
2.27%3.08%
2018
1.18%1.61%
2017
0.34%1.44%
2016
0.63%1.41%
2015
0.06%0.17%
2014
-0.17%0.34%
2013
-0.27%0.49%
2012
0.31%1.99%
2011
0.44%0.25%
2010
1.41%2.27%
2009
1.85%6.67%
2008
3.83%-7.89%
2007
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.44%1.13%N/AN/A
20231.17%0.92%1.23%1.37%
2022-3.69%-1.04%-1.11%0.68%
2021-0.10%-0.30%-0.10%-0.89%
20200.07%0.64%0.00%-0.09%
20190.81%0.73%0.46%0.26%
2018-0.16%0.32%0.33%0.69%
20170.15%0.19%0.18%-0.18%
20160.68%0.18%-0.09%-0.14%
20150.39%0.00%0.15%-0.47%
20140.00%0.00%0.00%-0.17%
20130.00%-0.20%0.00%-0.07%
20120.21%0.00%0.20%-0.10%
20110.06%0.42%0.02%-0.07%
20100.40%0.69%0.38%-0.06%
20090.27%0.87%0.64%0.06%
20080.68%0.38%0.28%2.44%
20071.11%0.96%N/AN/A

Rank in category (by total return)

YTD70
1-month19
3-month89
1-year93
3-year100
5-year100

Load adjusted returns

1-year5.27%
3-year0.33%
5-year0.38%
10-year0.55%