Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLLAX (SIMT SMALL CAP FUND SIMT SMALL CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | NA | 6.66% | 15.39% | 13.23% | 6.34% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 11/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLLAX (SIMT SMALL CAP FUND SIMT SMALL CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 11/07/2002 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 6.66 | 15.39 | 13.23 | 6.34 | NA | NA | … | … | 4.81 | -9.96 | 42.10 | 13.15 | -5.13 | 23.22 | -12.13 | 0.72 | -4.80 | 2.79 | 4.75 | 16.61 | -3.40 |
| Sharpe Ratio | NA | 0.51 | 0.95 | 0.59 | 0.23 | NA | NA | … | … | 1.37 | -0.57 | 2.91 | 0.78 | -0.16 | 0.95 | -0.11 | -0.08 | -0.52 | 0.12 | 0.24 | 0.99 | -1.29 |
| Standard Deviation(%) | NA | 16.84 | 16.20 | 22.25 | 23.25 | NA | NA | … | … | 15.95 | 18.17 | 14.45 | 16.91 | 32.84 | 24.25 | 46.65 | 15.56 | 15.57 | 10.91 | 15.83 | 16.05 | 17.23 |
| Draw Down(%) | NA | 13.02 | 13.89 | 30.69 | 30.69 | NA | NA | … | … | 4.34 | 13.72 | 5.55 | 14.20 | 30.69 | 20.34 | 21.46 | 5.91 | 10.88 | 7.15 | 8.29 | 13.14 | 6.24 |
| Yield(%) | 0.00 | 7.66 | 7.78 | 9.12 | 4.53 | 3.53 | 2.65 | … | … | 0.00 | 7.84 | 8.56 | 5.82 | 13.22 | 10.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 11/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLLAX (SIMT SMALL CAP FUND SIMT SMALL CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-3.06%
Sep 2008 – Sep 2011 |
3.84%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLLAX (SIMT SMALL CAP FUND SIMT SMALL CAP FUND – CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
21.55%
Sep 2011 – Sep 2014 |
16.20%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart