Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDGIX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS I) | 9.47% | 21.51% | 18.33% | 10.95% | 11.83% | 9.94% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDGIX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS I) | 10/07/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 21.51 | 18.33 | 10.95 | 11.83 | 9.94 | NA | … | … | 9.47 | 16.68 | 16.79 | 23.12 | -18.05 | 23.59 | 16.01 | 26.70 | -9.63 | 19.75 | 4.96 | -1.16 | 4.22 | 21.70 | 13.61 | -2.58 | 10.59 | 22.56 | -0.94 |
| Sharpe Ratio | NA | 1.75 | 1.18 | 0.55 | 0.62 | NA | NA | … | … | 1.64 | 0.88 | 1.16 | 1.74 | -0.89 | 1.99 | 0.49 | 2.26 | -0.74 | 2.96 | 0.37 | -0.08 | 0.38 | 2.10 | 1.09 | -0.11 | 0.58 | 0.88 | -0.09 |
| Standard Deviation(%) | NA | 11.48 | 13.09 | 15.05 | 16.43 | NA | NA | … | … | 13.47 | 15.77 | 11.33 | 11.30 | 21.96 | 11.83 | 32.14 | 11.14 | 14.86 | 6.49 | 12.86 | 14.34 | 11.09 | 10.32 | 12.58 | 23.45 | 18.14 | 25.52 | 44.01 |
| Draw Down(%) | NA | 8.12 | 14.69 | 26.60 | 33.91 | NA | NA | … | … | 8.12 | 14.69 | 6.85 | 8.86 | 26.39 | 5.78 | 33.91 | 5.94 | 18.94 | 2.12 | 9.58 | 12.50 | 9.09 | 6.77 | 11.05 | 21.41 | 15.65 | 24.46 | 19.56 |
| Yield(%) | 0.00 | 1.38 | 2.00 | 1.57 | 2.21 | 3.60 | 3.83 | … | … | 0.00 | 1.60 | 2.84 | 1.26 | 0.90 | 0.86 | 1.18 | 1.98 | 1.71 | 1.77 | 2.21 | 8.57 | 8.49 | 6.32 | 2.67 | 2.63 | 1.71 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDGIX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS I) |
2.03%
Mar 2017 – Mar 2020 |
2.51%
Mar 2015 – Mar 2020 |
5.60%
Mar 2010 – Mar 2020 |
8.83%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDGIX (SIT GLOBAL DIVIDEND GROWTH FUND SIT GLOBAL DIVIDEND GROWTH FUND – CLASS I) |
22.02%
Dec 2018 – Dec 2021 |
16.76%
Feb 2009 – Feb 2014 |
11.87%
May 2016 – May 2026 |
11.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart