AAM Sawgrass U.S. Large Cap Quality Growth ETF (SAWG) Performance
SAWG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.4% since Dec 31, 2025
- 1 year
- +11.4% total return
- Since first price
- +29.8% since 2024
SAWG trailing returns vs SPY, QQQ, AGG
| Period | SAWG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.7% | +2.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.1% | +8.1% | +7.8% | +8.4% | −1.5% |
| YTD | +10.4% | +10.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.4% | +11.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 31, 2024 | +29.8% | +29.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SAWG vs SPY
From Jul 31, 2024: SAWG grew to $12,980, SPY to $14,159.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SAWG returns by calendar year
1 of 1 full years positive. Best 2025 (+11.3%), worst 2025 (+11.3%). 2026 is year to date.
SAWG annual returns table
| Year | SAWG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.4% | −11.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.3% | −18.5% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SAWG largest drawdowns
Now 2.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 16, 2024 | −18.7% | Apr 8, 2025 | Jul 3, 2025 | 4 months | 7 months |
| Jan 27, 2026 | −11.3% | Mar 27, 2026 | Apr 17, 2026 | 59 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SAWG risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +13.1% |
| Volatility (annualized) | 11.9% |
| Sharpe ratio | 0.76 |
| Sortino ratio | 1.41 |
| Best month | +10.7% |
| Worst month | −5.7% |
| Best 12 months | +22.8% |
| Worst 12 months | +8.7% |
| Positive months | 54% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SAWG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 16 | +8.7% | +11.3% | +22.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
SAWG performance overview
AAM Sawgrass U.S. Large Cap Quality Growth ETF (SAWG) returned +11.4% over the past year, with distributions reinvested. Since its first recorded price on Jul 31, 2024 it has returned +29.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.7%, from Dec 16, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 11.9% a year.
Related: SAWG chart, SAWG holdings, SAWG dividends, SAWG valuation. See the SAWG overview for the latest quote and fund facts.
SAWG performance FAQ
What is the SAWG return over the past year?
SAWG returned +11.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.1%.
How much would $10,000 invested in SAWG be worth?
$10,000 invested in SAWG at its first recorded close on July 31, 2024 would be worth about $12,980 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of SAWG?
The largest peak-to-trough decline was −18.7% between December 16, 2024 and April 8, 2025. It recovered to the old high on July 3, 2025, 3 months after the bottom.
How volatile is SAWG?
Over the past history SAWG had an annualized volatility of 11.9% and a Sharpe ratio of 0.76 (excess return over 1–3 month T-bills per unit of risk).