Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDFSX (SIT SMALL CAP DIVIDEND GROWTH FUND SIT SMALL CAP DIVIDEND GROWTH FUND – CLASS S) | 17.07% | 33.30% | 19.47% | 8.93% | 10.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDFSX (SIT SMALL CAP DIVIDEND GROWTH FUND SIT SMALL CAP DIVIDEND GROWTH FUND – CLASS S) | 04/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 33.30 | 19.47 | 8.93 | 10.49 | NA | NA | … | … | 17.07 | 12.56 | 15.27 | 15.23 | -17.42 | 23.15 | 16.00 | 26.70 | -17.29 | 13.42 | 20.31 | -6.97 |
| Sharpe Ratio | NA | 1.85 | 0.87 | 0.30 | 0.43 | NA | NA | … | … | 2.26 | 0.46 | 0.69 | 0.64 | -0.74 | 1.30 | 0.40 | 1.80 | -1.16 | 1.34 | 1.44 | -0.66 |
| Standard Deviation(%) | NA | 16.20 | 18.57 | 20.03 | 20.75 | NA | NA | … | … | 17.75 | 20.98 | 16.93 | 18.21 | 25.67 | 17.84 | 38.83 | 14.01 | 16.19 | 9.54 | 13.99 | 14.08 |
| Draw Down(%) | NA | 8.23 | 24.13 | 27.22 | 38.74 | NA | NA | … | … | 8.23 | 22.01 | 9.16 | 16.22 | 25.17 | 8.97 | 38.74 | 7.82 | 25.61 | 4.55 | 9.92 | 11.78 |
| Yield(%) | 0.00 | 2.07 | 1.81 | 3.12 | 3.22 | 2.21 | 1.65 | … | … | 0.00 | 2.18 | 1.74 | 0.96 | 3.17 | 9.49 | 0.65 | 1.37 | 1.92 | 0.69 | 1.14 | 0.34 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDFSX (SIT SMALL CAP DIVIDEND GROWTH FUND SIT SMALL CAP DIVIDEND GROWTH FUND – CLASS S) |
-4.53%
Mar 2017 – Mar 2020 |
3.38%
Sep 2017 – Sep 2022 |
7.35%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDFSX (SIT SMALL CAP DIVIDEND GROWTH FUND SIT SMALL CAP DIVIDEND GROWTH FUND – CLASS S) |
21.87%
Dec 2018 – Dec 2021 |
14.36%
Mar 2020 – Mar 2025 |
11.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart