Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCPAX (SIIT LARGE CAP DISCIPLINED EQUITY FUND SIIT LARGE CAP DISCIPLINED EQUITY FUND – CLASS A) | 11.57% | 28.44% | 22.81% | 13.83% | 14.21% | 12.83% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCPAX (SIIT LARGE CAP DISCIPLINED EQUITY FUND SIIT LARGE CAP DISCIPLINED EQUITY 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 (%) | 0.76 | 28.44 | 22.81 | 13.83 | 14.21 | 12.83 | NA | … | … | 11.57 | 6.86 | 23.53 | 24.01 | -15.35 | 30.41 | 11.94 | 27.89 | -7.38 | 19.78 | 10.87 | 2.15 | 12.88 | 22.61 | 14.77 | -0.69 | 12.86 | 22.63 | -42.69 | -6.40 |
| Sharpe Ratio | NA | 2.35 | 1.43 | 0.71 | 0.70 | NA | NA | … | … | 2.01 | 0.20 | 1.65 | 1.64 | -0.74 | 2.31 | 0.33 | 2.15 | -0.52 | 2.86 | 0.83 | 0.14 | 1.11 | 1.71 | 1.12 | -0.03 | 0.71 | 0.85 | -1.04 | -1.04 |
| Standard Deviation(%) | NA | 11.21 | 13.90 | 16.01 | 17.80 | NA | NA | … | … | 12.99 | 20.04 | 12.06 | 12.53 | 22.90 | 13.15 | 35.40 | 12.28 | 16.94 | 6.71 | 12.84 | 15.32 | 11.59 | 13.19 | 13.26 | 23.90 | 18.05 | 26.58 | 41.72 | 20.19 |
| Draw Down(%) | NA | 8.31 | 18.31 | 22.68 | 36.20 | NA | NA | … | … | 8.31 | 18.31 | 8.26 | 9.01 | 22.68 | 4.86 | 36.20 | 6.64 | 20.60 | 2.41 | 10.48 | 11.52 | 7.86 | 7.58 | 10.12 | 20.07 | 16.08 | 28.17 | 52.99 | 12.84 |
| Yield(%) | 0.00 | 15.02 | 15.25 | 12.91 | 12.95 | 13.08 | 7.50 | … | … | 0.00 | 15.38 | 21.80 | 5.34 | 4.55 | 31.76 | 8.92 | 14.83 | 23.21 | 15.19 | 5.70 | 13.86 | 14.99 | 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 |
|---|---|---|---|---|
| SCPAX (SIIT LARGE CAP DISCIPLINED EQUITY FUND SIIT LARGE CAP DISCIPLINED EQUITY FUND – CLASS A) |
-12.35%
Oct 2007 – Oct 2010 |
-4.21%
Oct 2007 – Oct 2012 |
3.90%
Oct 2007 – Oct 2017 |
5.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCPAX (SIIT LARGE CAP DISCIPLINED EQUITY FUND SIIT LARGE CAP DISCIPLINED EQUITY FUND – CLASS A) |
23.73%
Sep 2022 – Sep 2025 |
19.30%
Feb 2009 – Feb 2014 |
14.27%
Feb 2016 – Feb 2026 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart