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AIG Focused Alpha Large-Cap A (SFLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.03-0.16 (-0.53%)
At close: 08:02PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.51%
5-year average return11.03%
Number of years up11
Number of years down4
Best 1-yr total return (3 Feb 2019)41.08%
Worst 1-yr total return (3 Feb 2019)-36.95%
Best 3-yr total return41.08%
Worst 3-yr total return-5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFLAXCategory
YTD13.49%5.31%
1-month1.98%-4.19%
3-month2.60%3.90%
1-year29.99%20.31%
3-year14.69%6.48%
5-year13.71%11.78%
10-year13.78%10.96%
Last bull market26.75%25.56%
Last bear market-21.70%-15.11%

Annual total return (%) history

Year
SFLAXCategory
2021
N/A26.07%
2020
20.65%15.83%
2019
25.21%28.78%
2018
-3.11%-6.27%
2017
30.89%20.44%
2016
5.93%10.37%
2015
-1.92%-1.07%
2014
13.80%10.96%
2013
41.08%31.50%
2012
17.03%14.96%
2011
-1.44%-1.27%
2010
20.25%14.01%
2009
23.15%28.17%
2008
-36.95%-37.79%
2007
17.40%6.16%
2006
12.77%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.07%N/AN/AN/A
2020-17.72%24.94%7.66%9.02%
201914.21%5.50%-1.22%5.19%
20181.11%4.55%7.05%-14.37%
20177.21%7.59%8.87%4.24%
2016-1.58%-0.39%5.00%2.90%
20150.75%0.79%-7.05%3.91%
20140.08%2.41%4.75%5.99%
201312.94%3.77%5.75%13.82%
201220.69%-6.85%6.28%-2.05%
201112.43%0.97%-19.07%7.28%
20104.59%-15.05%19.06%13.67%
2009-9.69%11.74%15.63%5.54%
2008-12.44%1.98%-12.25%-19.53%
20072.78%4.52%7.80%1.38%
20064.98%-2.49%2.97%6.99%

Rank in category (by total return)

YTD83
1-month52
3-month70
1-year90
3-year69
5-year10

Load adjusted returns

1-year24.41%
3-year13.65%
5-year17.02%
10-year13.16%