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SNIGX: SIT LARGE CAP GROWTH FUND INC SIT LARGE CAP GROWTH FUND INC (MUTUAL FUND)
Basic Info 75.09 0.29(0.38%) May 20
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 09/28/1982 |
| Last Dividend Date: | 12/14/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.00% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/1982 |
2024 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -2.2 | 6.8 | 14.1 | 12.0 | 11.4 | 12.7 | 9.9 | 9.2 | 21.5 | 37.4 | -30.8 | 21.2 | 27.2 | 32.9 | -3.3 | 27.8 | 4.4 | 4.0 | 11.6 | 29.5 | 13.9 | -0.5 | 10.8 | 28.1 | -34.1 | 14.1 | 9.5 | 9.6 | 12.8 | 26.3 | -30.6 | -27.7 | -13.6 | 33.4 | 30.5 | 31.8 | 22.9 | 22.2 | -3.0 | -2.3 | 2.8 | 30.0 | -5.3 | 26.8 | 5.3 | -0.6 | 15.8 | 20.1 | 2.8 | 9.1 | 23.5 |
| Sharpe Ratio | NA | -0.27 | 0.03 | 0.45 | 0.43 | 0.46 | NA | NA | 0.34 | 0.9 | 2.14 | -1.08 | 1.17 | 0.74 | 2.16 | -0.23 | 3.41 | 0.3 | 0.25 | 0.92 | 2.68 | 1.05 | -0.02 | 0.62 | 1.18 | -0.91 | 0.74 | 0.55 | 0.67 | 0.91 | 1.44 | -1.15 | -1.05 | -0.6 | 1.41 | 1.16 | 1.48 | 1.36 | 1.38 | -0.44 | -0.38 | 0.04 | 2.15 | -0.8 | 1.83 | 0.06 | -0.19 | 0.38 | 1.39 | -0.33 | 0.33 | 5.08 |
| Draw Down(%) | NA | 21.4 | 24.2 | 24.2 | 36.6 | 36.6 | NA | NA | 64.9 | 11.1 | 9.4 | 32.1 | 10.1 | 32.1 | 8.9 | 20.9 | 2.2 | 10.8 | 11.6 | 7.8 | 6.0 | 11.2 | 17.8 | 15.7 | 19.1 | 43.9 | 8.6 | 10.0 | 6.6 | 10.9 | 12.9 | 38.4 | 44.3 | 26.1 | 12.4 | 27.3 | 10.3 | 9.3 | 11.5 | 11.1 | 7.3 | 7.0 | 4.7 | 16.7 | 7.3 | 6.7 | 26.3 | 26.5 | 4.5 | 10.5 | 7.4 | 0.0 |
| Standard Deviation(%) | NA | 30.2 | 22.9 | 21.7 | 21.9 | 21.1 | NA | NA | 19.4 | 16.5 | 15.6 | 29.9 | 18.1 | 36.4 | 14.6 | 19.9 | 8.0 | 13.8 | 16.1 | 12.6 | 11.0 | 13.3 | 23.5 | 17.3 | 23.8 | 38.2 | 15.2 | 11.4 | 11.2 | 13.0 | 17.8 | 27.5 | 29.0 | 29.7 | 21.4 | 23.5 | 19.0 | 14.1 | 13.3 | 13.5 | 11.6 | 9.7 | 12.2 | 13.1 | 11.5 | 11.9 | 24.8 | 30.5 | 10.8 | 12.0 | 9.1 | 23.3 |
| Treynor Ratio | NA | -0.1 | 0.01 | 0.12 | 0.12 | 0.12 | NA | NA | 0.09 | 0.2 | 0.43 | -0.42 | 0.38 | 0.28 | 0.47 | -0.05 | 0.3 | 0.05 | 0.04 | 0.13 | 0.33 | 0.16 | -0.01 | 0.12 | 0.29 | -0.35 | 0.12 | 0.08 | 0.09 | 0.14 | 0.28 | -0.37 | -0.38 | -0.21 | 0.32 | 0.3 | 0.31 | 0.26 | 0.24 | -0.06 | -0.05 | 0.01 | 0.37 | -0.16 | 0.27 | 0.01 | -0.15 | 0.66 | 0.64 | -0.07 | 0.1 | 1.49 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.08 | -0.07 | 0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.03 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.06 | 0.01 | 0.04 | 0.03 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.04 | -0.01 | -0.01 | 0.04 | 0.07 | 0.04 | 0.01 | 0.01 | 0.09 |
| Beta | NA | 0.84 | 0.79 | 0.81 | 0.75 | 0.82 | NA | NA | 0.77 | 0.74 | 0.79 | 0.78 | 0.56 | 0.97 | 0.67 | 0.94 | 0.89 | 0.91 | 0.98 | 0.9 | 0.89 | 0.89 | 0.88 | 0.89 | 0.95 | 1.01 | 0.9 | 0.82 | 0.86 | 0.85 | 0.91 | 0.85 | 0.81 | 0.82 | 0.94 | 0.91 | 0.89 | 0.75 | 0.78 | 0.98 | 0.88 | 0.77 | 0.7 | 0.64 | 0.78 | 0.73 | 0.31 | 0.17 | 0.23 | 0.57 | 0.3 | 0.8 |
| RSquared | NA | 0.97 | 0.91 | 0.92 | 0.84 | 0.87 | NA | NA | 0.75 | 0.85 | 0.9 | 0.92 | 0.54 | 0.92 | 0.7 | 0.97 | 0.92 | 0.95 | 0.97 | 0.95 | 0.95 | 0.95 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.88 | 0.83 | 0.91 | 0.97 | 0.97 | 0.95 | 0.92 | 0.87 | 0.87 | 0.9 | 0.58 | 0.37 | 0.61 | 0.58 | 0.77 | 0.82 | 0.87 | 0.81 | 0.93 | 0.23 | 0.01 | 0.17 | 0.59 | 0.37 | 0.89 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 0.1 | 5.5 | 8.7 | 7.1 | N/A | 0.0 | 0.2 | 0.0 | 0.0 | 0.1 | 11.6 | 8.9 | 13.5 | 7.6 | 24.1 | 21.1 | 12.4 | 9.7 | 0.8 | 0.6 | 0.7 | 0.5 | 0.3 | 0.7 | 0.2 | 0.4 | 0.1 | 0.0 | 0.7 | 8.2 | 7.0 | 8.5 | 12.7 | 8.4 | 0.2 | 0.4 | 1.1 | 1.5 | 2.6 | 3.2 | 2.9 | 2.6 | 3.4 | 3.3 | 3.2 | 4.6 | 4.7 | 1.9 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -96.6 | -99.4 | 22.3 | 136.4 | 105.4 | N/A | -100.0 | 268.9 | N/A | -100.0 | -99.4 | 13.5 | -25.0 | 76.8 | -75.0 | 3.9 | 90.3 | 34.7 | 1185.0 | 42.2 | 4.7 | -0.5 | 62.4 | -52.0 | 307.4 | -44.7 | 485.7 | N/A | -100.0 | -93.3 | 47.6 | -0.2 | -19.5 | 72.3 | 4634.6 | -44.7 | -65.9 | -29.2 | -25.0 | -25.7 | 37.3 | 13.3 | -26.2 | 17.3 | 20.9 | -32.8 | 1.6 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1982
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See LARGE GROWTH Asset Class Trend Rankings |
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