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Selected American Shares Inc. Class D: (MF: SLADX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$41.59 USD
-0.29 (-0.69%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.80 | 13 |
| 3 months | 1.43 | 35 |
| 6 months | 14.80 | 13 |
| 1 Year | 28.33 | 2 |
| 3 Year | 5.51 | 65 |
| 5 Year | 12.51 | 27 |
| 10 Year | 10.18 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.26 |
| Bull Market (2/09 - 3/21) | 663.52 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.33 |
| 5 Year | 12.50 |
| 10 Year | 10.18 |
| Since Inception | 8.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.17 | 1.43 | NA | NA |
| 2023 | 6.24 | 11.77 | -1.83 | 13.87 |
| 2022 | -6.31 | -16.90 | -7.08 | 10.53 |
| 2021 | 14.56 | 6.94 | -5.43 | 1.92 |
| 2020 | -25.85 | 19.38 | 6.27 | 19.00 |
| 2019 | 13.47 | 3.63 | 2.32 | 9.34 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.80 | 32.75 | -20.04 | 18.10 | 11.94 | 31.56 | -13.71 | 22.18 | 12.84 | 3.95 | 5.95 |
| % Total Return Rel to Index | -0.50 | 6.50 | -1.83 | -10.58 | -6.45 | 0.07 | -9.31 | 0.38 | 0.90 | 2.56 | -7.69 |
| % Total Return Rel to Peer | 5.97 | 17.47 | -9.25 | -6.23 | 3.74 | 5.92 | -6.14 | 4.77 | 1.52 | 7.17 | -2.93 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 2.00 | 1.00 | 5.00 | 1.00 | 3.00 | 1.00 | 5.00 |
| % Dividends | 0.21 | 0.44 | 0.40 | 0.21 | 0.25 | 0.52 | 0.31 | 0.27 | 0.38 | 0.36 | 0.37 |
| % Yield | 0.46 | 1.02 | 1.12 | 0.43 | 0.58 | 1.27 | 0.85 | 0.59 | 0.90 | 0.77 | 0.67 |
| Capital Gains ($) | 2.57 | 2.62 | 2.17 | 5.24 | 0.96 | 1.47 | 5.25 | 2.69 | 5.09 | 7.52 | 9.71 |
| Expense Ratio | 0.00 | 0.67 | 0.57 | 0.67 | 0.67 | 0.66 | 0.65 | 0.65 | 0.64 | 0.61 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%