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SPWIX: SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND - CLASS I (MUTUAL FUND)
Basic Info 32.65 0(0.0%) May 17
Asset Class: | Small Growth |
MyPlanIQ Rating: | (72%) |
Start Date: | 11/22/2005 |
Last Dividend Date: | 12/15/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/22/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 8.7 | 20.4 | -0.8 | 7.1 | 7.9 | 11.6 | 6.4 | 13.4 | -23.3 | 13.8 | 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 | 1.12 | 0.93 | -0.14 | 0.21 | 0.29 | NA | 0.21 | 0.49 | -0.91 | 0.63 | 0.54 | 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 | 8.4 | 17.9 | 33.3 | 43.4 | 46.3 | NA | 65.1 | 17.9 | 29.4 | 11.3 | 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 | 18.6 | 17.9 | 21.9 | 26.5 | 23.6 | NA | 25.1 | 18.8 | 27.2 | 21.9 | 40.9 | 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 | 0.21 | 0.18 | -0.04 | 0.06 | 0.07 | NA | 0.05 | 0.1 | -0.31 | 0.16 | 0.21 | 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 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | -0.03 | 0.0 | 0.04 | -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 | 1.0 | 0.94 | 0.84 | 0.93 | 0.96 | NA | 0.99 | 0.89 | 0.79 | 0.85 | 1.05 | 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 | 0.95 | 0.94 | 0.85 | 0.88 | 0.81 | NA | 0.9 | 0.85 | 0.92 | 0.64 | 0.97 | 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 | 0.0 | 7.5 | 7.0 | 6.5 | 10.3 | N/A | 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 | N/A | N/A | 62.1 | 116.2 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -77.3 | 4008.3 | 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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