Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCLAX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 1.87% | 6.30% | 5.88% | 2.85% | 2.85% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCLAX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 04/10/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 6.30 | 5.88 | 2.85 | 2.85 | NA | NA | … | … | 1.87 | 5.56 | -2.70 | 6.96 | -3.74 | -0.39 | 2.45 | 7.91 | -0.67 | 3.88 | 1.10 | -0.03 | 2.78 | -0.65 | 1.46 |
| Sharpe Ratio | NA | 1.73 | 1.12 | 0.18 | 0.51 | NA | NA | … | … | 1.24 | 1.01 | -1.41 | 1.15 | -2.08 | -0.13 | 0.66 | 3.21 | -0.93 | 2.16 | 0.40 | -0.03 | 1.45 | -0.30 | 1.11 |
| Standard Deviation(%) | NA | 2.64 | 2.69 | 2.72 | 2.58 | NA | NA | … | … | 3.12 | 2.71 | 6.59 | 2.38 | 2.47 | 3.24 | 3.32 | 2.03 | 2.14 | 1.51 | 2.26 | 2.18 | 1.91 | 2.27 | 1.77 |
| Draw Down(%) | NA | 2.32 | 2.32 | 7.55 | 7.55 | NA | NA | … | … | 2.32 | 1.72 | 8.39 | 1.41 | 4.86 | 3.38 | 4.75 | 0.88 | 2.28 | 0.88 | 1.77 | 2.55 | 1.06 | 3.53 | 0.89 |
| Yield(%) | 0.00 | 1.93 | 4.55 | 3.06 | 2.58 | 2.02 | 1.51 | … | … | 0.00 | 1.96 | 7.68 | 4.17 | 1.80 | 0.66 | 0.19 | 4.81 | 0.53 | 3.77 | 0.69 | 1.16 | 1.99 | 0.24 | 0.76 |
Data as of 06/05/2026, Common starting date is 04/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCLAX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-0.59%
Dec 2019 – Dec 2022 |
1.03%
Sep 2017 – Sep 2022 |
1.12%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCLAX (SIMT MULTI-ASSET CAPITAL STABILITY FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
6.46%
Feb 2023 – Feb 2026 |
3.20%
Feb 2021 – Feb 2026 |
2.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart