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SSCGX: SIMT SMALL CAP GROWTH FUND SIMT SMALL CAP GROWTH FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A) (MUTUAL FUND)
Basic Info 35.43 0.44(1.26%) May 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (73%) |
Start Date: | 09/14/1995 |
Last Dividend Date: | 12/28/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/14/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 9.0 | 21.7 | -0.3 | 7.9 | 8.0 | 11.8 | 7.0 | 7.1 | 13.7 | -23.1 | 14.1 | 22.7 | 21.2 | -5.2 | 18.4 | 8.8 | -2.1 | 4.5 | 45.8 | 12.8 | -2.5 | 24.1 | 38.3 | -47.8 | 2.1 | 11.3 | 3.5 | 9.7 | 56.0 | -33.7 | -12.5 | -13.0 | 75.7 | 5.6 | 8.4 | 19.4 | 1.4 |
Sharpe Ratio | NA | 1.75 | 1.1 | -0.15 | 0.22 | 0.25 | NA | NA | 0.22 | 0.52 | -0.9 | 0.64 | 0.55 | 1.29 | -0.21 | 1.47 | 0.47 | -0.12 | 0.25 | 3.12 | 0.73 | -0.08 | 1.01 | 1.17 | -1.1 | -0.05 | 0.46 | 0.08 | 0.43 | 2.52 | -1.16 | -0.41 | -0.41 | 3.14 | 0.09 | 0.25 | 0.79 | 0.06 |
Draw Down(%) | NA | 4.0 | 17.8 | 33.1 | 43.4 | 46.1 | NA | NA | 71.0 | 17.8 | 29.3 | 11.3 | 43.4 | 9.3 | 28.7 | 5.8 | 19.7 | 17.5 | 14.7 | 5.0 | 14.7 | 30.8 | 19.2 | 27.8 | 60.2 | 14.5 | 19.3 | 14.3 | 24.9 | 15.0 | 45.5 | 38.0 | 42.6 | 14.2 | 43.5 | 22.4 | 24.1 | 11.0 |
Standard Deviation(%) | NA | 19.4 | 17.8 | 22.2 | 26.4 | 23.5 | NA | NA | 25.7 | 18.5 | 27.2 | 21.9 | 40.9 | 15.4 | 30.6 | 12.1 | 18.4 | 17.5 | 18.0 | 14.7 | 17.6 | 33.3 | 23.9 | 32.6 | 44.2 | 19.0 | 17.8 | 15.9 | 20.5 | 22.0 | 29.9 | 37.0 | 41.4 | 23.1 | 26.4 | 19.5 | 20.1 | 20.0 |
Treynor Ratio | NA | 0.35 | 0.21 | -0.04 | 0.06 | 0.06 | NA | NA | 0.05 | 0.11 | -0.31 | 0.15 | 0.21 | 0.21 | -0.06 | 0.16 | 0.08 | -0.02 | 0.04 | 0.46 | 0.13 | -0.03 | 0.24 | 0.39 | -0.48 | -0.01 | 0.08 | 0.01 | 0.08 | 0.5 | -0.3 | -0.13 | -0.16 | 0.58 | 0.02 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | 0.0 | 0.03 | -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 | -0.03 | 0.02 | -0.08 | -0.04 | -0.03 | 0.14 | 0.03 | NA | NA | NA |
Beta | NA | 0.96 | 0.93 | 0.85 | 0.94 | 0.97 | NA | NA | 1.02 | 0.91 | 0.79 | 0.95 | 1.05 | 0.94 | 1.01 | 1.12 | 1.03 | 1.07 | 1.13 | 1.0 | 1.0 | 1.02 | 1.0 | 0.99 | 1.02 | 1.01 | 1.04 | 1.06 | 1.1 | 1.1 | 1.15 | 1.19 | 1.09 | 1.24 | 0.95 | NA | NA | NA |
RSquared | NA | 0.93 | 0.93 | 0.88 | 0.91 | 0.83 | NA | NA | 0.83 | 0.92 | 0.92 | 0.79 | 0.97 | 0.92 | 0.41 | 0.91 | 0.95 | 0.95 | 0.97 | 0.97 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.95 | 0.98 | 0.97 | 0.98 | 0.94 | 0.92 | 0.66 | 0.88 | 0.71 | 0.62 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.2 | 6.8 | 6.2 | 10.0 | 5.8 | N/A | 0.0 | 0.0 | 23.9 | 0.0 | 3.9 | 13.9 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 8.6 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 25.7 | 10.6 | 0.4 | 4.1 | 23.3 | 18.1 |
Dividend Growth(%) | N/A | N/A | -100.0 | 62.4 | 116.5 | 774.6 | N/A | N/A | N/A | -100.0 | -99.9 | N/A | -100.0 | -77.3 | 3938.5 | N/A | N/A | N/A | -100.0 | -98.7 | N/A | N/A | -100.0 | -50.0 | -99.9 | 42975.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | 300.2 | 2832.3 | -90.2 | -83.5 | 5.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/1995
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