Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDLAX (SIIT DYNAMIC ASSET ALLOCATION FUND SIIT DYNAMIC ASSET ALLOCATION FUND – CLASS A) | 6.69% | 24.71% | 21.02% | 8.97% | 11.77% | 12.34% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDLAX (SIIT DYNAMIC ASSET ALLOCATION FUND SIIT DYNAMIC ASSET ALLOCATION FUND – CLASS A) | 08/02/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 24.71 | 21.02 | 8.97 | 11.77 | 12.34 | NA | … | … | 6.69 | 20.37 | 24.23 | 22.00 | -22.85 | 18.81 | 9.54 | 28.37 | -7.76 | 19.78 | 12.28 | 4.69 | 18.68 | 29.44 | 13.73 | 2.58 | 6.09 |
| Sharpe Ratio | NA | 2.08 | 1.27 | 0.39 | 0.55 | NA | NA | … | … | 1.60 | 0.92 | 1.50 | 1.45 | -0.94 | 1.05 | 0.26 | 2.20 | -0.60 | 2.92 | 0.94 | 0.31 | 1.56 | 2.70 | 1.48 | 0.19 | 1.71 |
| Standard Deviation(%) | NA | 12.66 | 15.39 | 18.51 | 18.93 | NA | NA | … | … | 14.92 | 19.12 | 13.70 | 12.76 | 26.03 | 17.83 | 35.87 | 12.23 | 15.32 | 6.58 | 12.81 | 14.86 | 11.97 | 10.87 | 9.35 | 13.22 | 8.79 |
| Draw Down(%) | NA | 9.76 | 19.31 | 30.74 | 32.42 | NA | NA | … | … | 9.76 | 19.31 | 10.39 | 9.45 | 24.73 | 13.07 | 32.42 | 6.58 | 19.00 | 2.24 | 11.61 | 12.51 | 6.74 | 6.69 | 5.29 | 10.10 | 3.53 |
| Yield(%) | 0.00 | 14.16 | 18.80 | 10.71 | 11.35 | 13.19 | 10.69 | … | … | 0.00 | 14.59 | 31.16 | 13.44 | 4.00 | 7.21 | 2.13 | 15.07 | 1.68 | 4.33 | 1.80 | 6.73 | 5.44 | 2.18 | 7.96 | 4.71 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDLAX (SIIT DYNAMIC ASSET ALLOCATION FUND SIIT DYNAMIC ASSET ALLOCATION FUND – CLASS A) |
0.13%
Dec 2019 – Dec 2022 |
3.52%
Dec 2017 – Dec 2022 |
8.55%
Oct 2013 – Oct 2023 |
11.27%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDLAX (SIIT DYNAMIC ASSET ALLOCATION FUND SIIT DYNAMIC ASSET ALLOCATION FUND – CLASS A) |
23.17%
May 2023 – May 2026 |
17.08%
Jan 2013 – Jan 2018 |
15.15%
Oct 2011 – Oct 2021 |
12.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart