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SELCX: SIMT LARGE CAP GROWTH FUND SIMT LARGE CAP GROWTH FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 45.39 0.01(0.02%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (76%) |
Start Date: | 12/30/1994 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 17.51% |
Expenses | 1.11% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 14.7 | 38.1 | 10.5 | 16.5 | 14.2 | 15.4 | 10.7 | 9.1 | 39.2 | -29.3 | 26.2 | 34.0 | 33.2 | -0.9 | 28.4 | -0.6 | 4.2 | 10.6 | 32.4 | 16.1 | 0.6 | 15.0 | 37.7 | -40.9 | 12.3 | 6.9 | 6.8 | 7.6 | 26.4 | -28.4 | -26.5 | -19.5 | 34.2 | 38.8 | 34.8 | 22.7 | 33.2 | 0.0 |
Sharpe Ratio | NA | 4.8 | 3.09 | 0.44 | 0.65 | 0.61 | NA | NA | 0.39 | 2.32 | -1.05 | 1.55 | 0.93 | 2.24 | -0.08 | 3.69 | -0.06 | 0.26 | 0.84 | 2.82 | 1.16 | 0.02 | 0.87 | 1.53 | -1.04 | 0.62 | 0.32 | 0.43 | 0.54 | 1.42 | -1.03 | -0.86 | -0.7 | 1.37 | 1.43 | 1.51 | 1.33 | 3.03 | NA |
Draw Down(%) | NA | 2.7 | 9.4 | 32.6 | 32.6 | 32.6 | NA | NA | 67.9 | 9.4 | 32.2 | 7.9 | 32.1 | 7.7 | 22.7 | 2.4 | 13.3 | 13.2 | 8.0 | 6.0 | 11.0 | 19.5 | 14.5 | 20.6 | 50.9 | 8.5 | 10.4 | 8.5 | 10.3 | 12.4 | 37.6 | 45.0 | 33.2 | 12.1 | 28.6 | 12.1 | 10.8 | 3.6 | 0.0 |
Standard Deviation(%) | NA | 14.9 | 14.1 | 21.0 | 23.9 | 20.8 | NA | NA | 21.7 | 15.2 | 29.2 | 16.9 | 36.0 | 14.2 | 27.8 | 7.6 | 14.4 | 15.9 | 12.6 | 11.5 | 13.9 | 24.2 | 17.1 | 24.5 | 40.1 | 15.2 | 11.4 | 10.7 | 12.4 | 18.1 | 28.7 | 33.8 | 33.8 | 22.7 | 24.8 | 20.6 | 14.3 | 9.7 | 0.0 |
Treynor Ratio | NA | 0.92 | 0.56 | 0.12 | 0.19 | 0.15 | NA | NA | 0.09 | 0.46 | -0.4 | 0.36 | 0.34 | 0.49 | -0.02 | 0.33 | -0.01 | 0.04 | 0.12 | 0.34 | 0.17 | 0.01 | 0.17 | 0.38 | -0.39 | 0.1 | 0.04 | 0.05 | 0.08 | 0.28 | -0.33 | -0.33 | -0.25 | 0.3 | 0.39 | 0.32 | 0.24 | 0.38 | 1.0 |
Alpha | NA | 0.05 | 0.03 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | 0.06 | -0.06 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.06 | 0.03 | 0.05 | 0.03 | 0.02 | NA |
Beta | NA | 0.78 | 0.78 | 0.76 | 0.82 | 0.85 | NA | NA | 0.91 | 0.77 | 0.77 | 0.73 | 0.99 | 0.65 | 0.96 | 0.85 | 0.97 | 0.98 | 0.91 | 0.94 | 0.93 | 0.91 | 0.88 | 0.98 | 1.06 | 0.89 | 0.85 | 0.87 | 0.82 | 0.92 | 0.89 | 0.88 | 0.96 | 1.02 | 0.91 | 0.98 | 0.78 | 0.76 | NA |
RSquared | NA | 0.95 | 0.94 | 0.92 | 0.9 | 0.84 | NA | NA | 0.89 | 0.91 | 0.95 | 0.85 | 0.96 | 0.7 | 0.52 | 0.93 | 0.98 | 0.99 | 0.97 | 0.97 | 0.94 | 0.99 | 0.98 | 0.97 | 0.98 | 0.94 | 0.93 | 0.91 | 0.92 | 0.97 | 0.98 | 0.82 | 0.95 | 0.9 | 0.77 | 0.91 | 0.61 | 0.67 | 0.0 |
Yield(%) | N/A | 0.0 | 17.3 | 11.1 | 12.9 | 11.8 | 17.3 | 11.7 | N/A | 20.2 | 5.4 | 15.0 | 11.3 | 7.4 | 12.7 | 10.0 | 0.1 | 16.7 | 8.3 | 2.9 | 0.4 | 0.3 | 0.6 | 0.8 | 0.3 | 0.4 | 0.2 | 0.1 | 0.5 | 0.8 | 0.9 | 0.0 | 4.9 | 3.7 | 1.9 | 6.6 | 7.3 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 144.2 | 48.1 | 44.9 | 2483.7 | N/A | N/A | N/A | 145.2 | -59.6 | 57.5 | 93.7 | -49.7 | 49.8 | 9666.7 | -99.5 | 107.5 | 252.6 | 850.0 | 33.3 | -45.5 | 0.0 | 37.5 | 0.0 | 100.0 | 300.0 | -87.5 | -33.3 | -33.3 | N/A | -100.0 | 73.5 | 164.9 | -63.0 | 2.0 | 790.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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