Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SETAX (SIMT REAL ESTATE FUND SIMT REAL ESTATE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 13.70% | 13.09% | 12.60% | 2.70% | 5.25% | 7.03% | 5.35% | … | … |
Data as of 06/10/2026, Common starting date is 12/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SETAX (SIMT REAL ESTATE FUND SIMT REAL ESTATE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 12/24/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | 13.09 | 12.60 | 2.70 | 5.25 | 7.03 | 5.35 | … | … | 13.70 | 1.91 | 10.63 | 15.75 | -28.42 | 35.85 | -7.89 | 25.14 | -5.87 | 5.18 | 6.32 | 1.87 | 30.76 | 1.29 | 15.36 | 7.69 | 28.75 | 24.95 | -41.42 | -15.93 | 36.18 | 11.27 | 31.75 | 0.37 |
| Sharpe Ratio | NA | 0.83 | 0.56 | 0.03 | 0.16 | NA | NA | … | … | 2.06 | -0.06 | 0.43 | 0.58 | -1.17 | 2.27 | -0.18 | 1.92 | -0.45 | 0.46 | 0.37 | 0.11 | 2.79 | 0.08 | 1.13 | 0.26 | 1.10 | 0.39 | -0.60 | -0.77 | 2.24 | 0.59 | 1.86 | 3.24 |
| Standard Deviation(%) | NA | 13.18 | 16.90 | 19.33 | 21.40 | NA | NA | … | … | 14.19 | 16.67 | 16.25 | 21.08 | 25.57 | 15.79 | 44.12 | 12.31 | 16.22 | 9.95 | 16.59 | 17.13 | 11.01 | 15.18 | 13.65 | 29.59 | 26.04 | 63.50 | 69.89 | 24.75 | 14.68 | 15.39 | 16.55 | 7.85 |
| Draw Down(%) | NA | 7.80 | 16.95 | 35.23 | 41.32 | NA | NA | … | … | 7.80 | 14.30 | 9.78 | 19.18 | 32.26 | 7.07 | 41.32 | 6.47 | 13.41 | 5.84 | 14.38 | 16.21 | 7.29 | 17.07 | 8.90 | 22.61 | 16.31 | 44.17 | 65.52 | 27.12 | 9.08 | 11.32 | 17.77 | 0.58 |
| Yield(%) | 0.00 | 10.04 | 6.71 | 3.64 | 5.68 | 6.62 | 5.07 | … | … | 0.00 | 10.90 | 5.40 | 2.39 | 1.11 | 1.57 | 1.48 | 10.14 | 13.92 | 8.34 | 12.96 | 4.06 | 5.04 | 1.03 | 1.46 | 0.74 | 3.33 | 4.04 | 2.07 | 8.72 | 9.18 | 0.00 | 0.00 | 0.66 |
Data as of 06/10/2026, Common starting date is 12/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SETAX (SIMT REAL ESTATE FUND SIMT REAL ESTATE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-27.41%
Mar 2006 – Mar 2009 |
-10.21%
Mar 2004 – Mar 2009 |
2.68%
Jan 2007 – Jan 2017 |
3.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SETAX (SIMT REAL ESTATE FUND SIMT REAL ESTATE FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
42.54%
Mar 2009 – Mar 2012 |
27.94%
Feb 2009 – Feb 2014 |
17.39%
Mar 2009 – Mar 2019 |
12.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart