Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IESGX (SIT ESG GROWTH FUND SIT ESG GROWTH FUND – CLASS I) | 7.42% | 21.11% | 19.20% | 10.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IESGX (SIT ESG GROWTH FUND SIT ESG GROWTH FUND – CLASS I) | 07/07/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 21.11 | 19.20 | 10.99 | NA | NA | NA | … | … | 7.42 | 19.65 | 20.21 | 26.67 | -21.08 | 19.93 | 15.91 | 26.41 | -7.36 | 23.71 | 2.11 |
| Sharpe Ratio | NA | 1.61 | 1.14 | 0.53 | NA | NA | NA | … | … | 1.13 | 0.99 | 1.31 | 1.94 | -0.97 | 1.65 | 0.49 | 2.25 | -0.57 | 3.51 | 0.51 |
| Standard Deviation(%) | NA | 12.24 | 14.25 | 16.10 | NA | NA | NA | … | … | 14.51 | 16.98 | 12.65 | 11.96 | 23.20 | 12.04 | 31.58 | 11.09 | 15.53 | 6.60 | 8.10 |
| Draw Down(%) | NA | 9.65 | 15.86 | 29.64 | NA | NA | NA | … | … | 9.65 | 15.86 | 8.42 | 11.15 | 29.57 | 6.51 | 32.15 | 5.99 | 17.77 | 2.15 | 5.45 |
| Yield(%) | 0.00 | 1.32 | 1.14 | 1.50 | 1.96 | 1.31 | 0.98 | … | … | 0.00 | 1.40 | 0.71 | 0.97 | 2.51 | 1.70 | 0.67 | 1.92 | 1.28 | 1.12 | 0.21 |
Data as of 06/04/2026, Common starting date is 07/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESGX (SIT ESG GROWTH FUND SIT ESG GROWTH FUND – CLASS I) |
2.13%
Sep 2019 – Sep 2022 |
4.18%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESGX (SIT ESG GROWTH FUND SIT ESG GROWTH FUND – CLASS I) |
25.79%
Sep 2022 – Sep 2025 |
15.20%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart