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SEIYX: SIMT HIGH YIELD BOND FUND CLASS I (MUTUAL FUND)
Basic Info 5.14 0(0.0%) March 28
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (14%) |
Start Date: | 10/30/2007 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 12.25% |
Expenses | 0.64% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.2 | 12.8 | 2.3 | 4.3 | 4.0 | 7.6 | 3.4 | 12.6 | -11.9 | 9.8 | 5.1 | 13.0 | -3.2 | 7.2 | 16.8 | -5.7 | 1.2 | 6.7 | 15.1 | 1.9 | 10.8 | 40.5 | -38.3 | -4.5 |
Sharpe Ratio | NA | 0.46 | 1.66 | 0.05 | 0.42 | 0.55 | NA | 0.49 | 1.5 | -1.99 | 3.63 | 0.43 | 3.55 | -1.31 | 2.37 | 3.21 | -1.39 | 0.33 | 2.24 | 4.63 | 0.36 | 2.87 | 6.39 | -4.02 | -5.87 |
Draw Down(%) | NA | 1.0 | 3.2 | 14.3 | 22.1 | 22.1 | NA | 45.0 | 4.5 | 14.3 | 1.9 | 22.1 | 1.3 | 6.8 | 2.0 | 5.0 | 10.7 | 6.3 | 4.6 | 3.0 | 10.1 | 5.1 | 10.1 | 42.4 | 4.5 |
Standard Deviation(%) | NA | 3.8 | 5.0 | 5.4 | 6.6 | 5.5 | NA | 5.6 | 5.6 | 6.7 | 2.7 | 11.2 | 3.3 | 3.5 | 2.8 | 5.2 | 4.1 | 3.6 | 3.0 | 3.3 | 5.2 | 3.7 | 6.3 | 9.7 | 4.4 |
Treynor Ratio | NA | 0.02 | 0.09 | 0.0 | 0.03 | 0.03 | NA | 0.03 | 0.1 | -0.16 | 0.11 | 0.05 | 0.15 | -0.05 | 0.08 | 0.17 | -0.06 | 0.01 | 0.08 | 0.17 | 0.02 | 0.17 | 0.49 | -0.43 | -0.55 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.01 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.03 | -0.1 | -0.1 |
Beta | NA | 0.81 | 0.86 | 0.86 | 0.92 | 0.92 | NA | 0.9 | 0.88 | 0.84 | 0.85 | 0.99 | 0.8 | 0.83 | 0.78 | 0.95 | 0.94 | 0.94 | 0.81 | 0.87 | 0.89 | 0.62 | 0.82 | 0.91 | 0.47 |
RSquared | NA | 0.56 | 0.73 | 0.82 | 0.85 | 0.84 | NA | 0.78 | 0.79 | 0.9 | 0.56 | 0.89 | 0.68 | 0.78 | 0.67 | 0.85 | 0.82 | 0.82 | 0.77 | 0.7 | 0.83 | 0.54 | 0.65 | 0.7 | 0.28 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2007
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