Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDRAX (SIIT LONG DURATION FUND SIIT LONG DURATION FUND – CLASS A) | 0.00% | 5.13% | 2.73% | -2.90% | 1.78% | 2.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDRAX (SIIT LONG DURATION FUND SIIT LONG DURATION FUND – CLASS A) | 09/05/2007 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.13 | 2.73 | -2.90 | 1.78 | 2.07 | NA | … | … | 0.00 | 6.81 | -2.91 | 8.48 | -26.87 | -1.94 | 18.23 | 21.08 | -5.50 | 11.72 | 7.49 | -3.72 | 17.03 | -12.17 | -0.65 | 7.80 | 3.25 | -1.89 | -11.48 | 0.10 |
| Sharpe Ratio | NA | 0.50 | 0.00 | -0.42 | 0.03 | NA | NA | … | … | -0.24 | 0.42 | -0.58 | 0.33 | -1.76 | -0.19 | 1.18 | 2.17 | -0.94 | 1.48 | 0.80 | -0.32 | 2.27 | -1.27 | -0.06 | 0.54 | 0.26 | -0.14 | -0.78 | -0.18 |
| Standard Deviation(%) | NA | 8.06 | 11.22 | 12.57 | 11.43 | NA | NA | … | … | 8.48 | 9.45 | 11.24 | 14.70 | 16.15 | 10.31 | 15.12 | 9.04 | 7.38 | 7.51 | 9.05 | 11.62 | 7.48 | 9.61 | 12.39 | 14.29 | 11.99 | 13.98 | 15.86 | 12.19 |
| Draw Down(%) | NA | 5.33 | 14.15 | 35.09 | 35.83 | NA | NA | … | … | 5.33 | 6.67 | 9.17 | 16.74 | 33.45 | 11.29 | 18.86 | 5.70 | 9.40 | 3.49 | 10.49 | 11.69 | 4.06 | 14.67 | 10.29 | 9.47 | 13.27 | 12.14 | 22.92 | 5.86 |
| Yield(%) | 0.00 | 4.75 | 4.62 | 3.60 | 5.35 | 4.44 | 3.05 | … | … | 1.70 | 5.12 | 4.68 | 4.66 | 3.22 | 4.29 | 12.87 | 9.53 | 4.07 | 4.76 | 6.41 | 8.02 | 3.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDRAX (SIIT LONG DURATION FUND SIIT LONG DURATION FUND – CLASS A) |
-11.76%
Oct 2020 – Oct 2023 |
-5.00%
Jul 2020 – Jul 2025 |
0.01%
Oct 2012 – Oct 2022 |
0.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDRAX (SIIT LONG DURATION FUND SIIT LONG DURATION FUND – CLASS A) |
13.55%
Nov 2018 – Nov 2021 |
10.19%
Dec 2015 – Dec 2020 |
5.59%
Dec 2010 – Dec 2020 |
2.45%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart