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SA US Core Market (SAMKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.87+0.03 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.48%
5-year average return14.17%
Number of years up17
Number of years down7
Best 1-yr total return (25 June 2024)33.38%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return33.38%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAMKXCategory
YTD10.83%5.31%
1-month4.73%-4.19%
3-month3.57%3.90%
1-year27.92%20.31%
3-year8.60%6.48%
5-year14.77%11.78%
10-year11.81%10.96%
Last bull market25.98%25.56%
Last bear market-16.06%-15.11%

Annual total return (%) history

Year
SAMKXCategory
2024
N/AN/A
2023
25.80%22.32%
2022
-18.92%-16.96%
2021
25.47%26.07%
2020
18.89%15.83%
2019
30.48%28.78%
2018
-4.60%-6.27%
2017
22.20%20.44%
2016
11.46%10.37%
2015
-0.32%-1.07%
2014
11.19%10.96%
2013
33.38%31.50%
2012
15.19%14.96%
2011
0.42%-1.27%
2010
16.04%14.01%
2009
25.57%28.17%
2008
-35.83%-37.79%
2007
3.95%6.16%
2006
13.88%14.17%
2005
5.10%5.88%
2004
10.22%10.02%
2003
29.92%27.05%
2002
-21.35%-22.25%
2001
-10.39%-13.50%
2000
-1.96%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
20237.38%8.49%-3.08%11.42%
2022-5.59%-16.06%-4.69%7.35%
20215.30%7.85%-0.20%10.70%
2020-20.02%20.65%9.67%12.35%
201913.75%4.11%1.17%8.90%
2018-0.26%3.64%7.86%-14.44%
20176.02%2.79%4.65%7.14%
20161.63%1.45%4.14%3.79%
20151.51%-0.05%-7.14%5.80%
20141.55%4.58%-0.05%4.75%
201310.87%2.74%6.20%10.26%
201212.42%-3.53%6.28%-0.07%
20116.20%-0.24%-15.19%11.77%
20105.33%-11.15%11.39%11.31%
2009-10.29%15.03%14.85%5.96%
2008-9.20%-2.30%-7.58%-21.73%
20071.02%5.77%1.03%-3.72%
20064.72%-2.38%4.53%6.57%
2005-2.23%1.81%3.84%1.70%
20041.94%1.20%-2.27%9.33%
2003-3.16%16.19%3.16%11.93%
20020.93%-12.46%-17.04%7.30%
2001-10.77%5.88%-15.20%11.86%
20006.10%-2.03%3.11%-8.52%
199914.48%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month42
3-month46
1-year41
3-year40
5-year51

Load adjusted returns

1-year27.92%
3-year8.60%
5-year14.77%
10-year11.81%