SPWIX: SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND - CLASS I (MUTUAL FUND)
Basic Info 32.02 0(0.0%) July 10
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/22/2005 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 7.76% |
| Expenses | 1.11% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/22/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -1.8 | 7.8 | 10.3 | 9.0 | 6.2 | 9.8 | 6.3 | 8.5 | 13.4 | -23.3 | -12.3 | 22.4 | 21.0 | -5.5 | 18.1 | 8.5 | -2.3 | 4.2 | 45.4 | 12.5 | -2.8 | 23.9 | 37.9 | -48.0 | 1.8 | 11.0 | -0.2 |
| Sharpe Ratio | NA | -0.2 | 0.18 | 0.32 | 0.32 | 0.2 | NA | 0.21 | 0.09 | 0.5 | -0.91 | -0.38 | 0.53 | 1.27 | -0.22 | 1.44 | 0.45 | -0.14 | 0.23 | 3.09 | 0.71 | -0.08 | 0.99 | 1.16 | -1.1 | -0.07 | 0.44 | -0.37 |
| Draw Down(%) | NA | 24.5 | 27.4 | 27.4 | 33.3 | 46.3 | NA | 65.1 | 14.9 | 17.9 | 29.4 | 31.7 | 43.4 | 9.4 | 28.8 | 5.8 | 19.7 | 17.5 | 14.8 | 5.0 | 14.7 | 31.0 | 19.3 | 27.9 | 60.4 | 14.6 | 19.4 | 2.8 |
| Standard Deviation(%) | NA | 27.1 | 24.8 | 21.8 | 22.6 | 24.3 | NA | 25.0 | 21.7 | 18.5 | 27.2 | 32.4 | 41.3 | 15.4 | 31.4 | 12.1 | 18.4 | 17.5 | 18.0 | 14.7 | 17.7 | 33.3 | 23.9 | 32.5 | 44.2 | 19.0 | 17.8 | 13.1 |
| Treynor Ratio | NA | -0.06 | 0.05 | 0.08 | 0.08 | 0.05 | NA | 0.05 | 0.02 | 0.1 | -0.31 | -0.14 | 0.22 | 0.21 | -0.07 | 0.16 | 0.08 | -0.02 | 0.04 | 0.45 | 0.13 | -0.03 | 0.24 | 0.38 | -0.48 | -0.01 | 0.07 | -0.05 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | NA | -0.01 | -0.03 | -0.02 | 0.0 | -0.06 | -0.04 | -0.03 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.05 | -0.03 | 0.0 | 0.02 |
| Beta | NA | 0.92 | 0.97 | 0.91 | 0.9 | 0.95 | NA | 0.99 | 1.07 | 0.91 | 0.79 | 0.88 | 1.01 | 0.94 | 1.01 | 1.13 | 1.03 | 1.07 | 1.13 | 1.01 | 1.0 | 1.02 | 1.0 | 0.99 | 1.02 | 1.01 | 1.04 | 1.04 |
| RSquared | NA | 0.96 | 0.95 | 0.93 | 0.91 | 0.81 | NA | 0.9 | 0.85 | 0.92 | 0.92 | 0.36 | 0.86 | 0.92 | 0.39 | 0.91 | 0.95 | 0.95 | 0.97 | 0.97 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.95 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.0 | 7.8 | 3.2 | 8.5 | 6.2 | 9.4 | N/A | 8.4 | 0.0 | 0.0 | 25.3 | 0.0 | 4.1 | 14.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 8.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -77.2 | 99.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -77.3 | 3938.5 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2005
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