Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDVGX (SIT DIVIDEND GROWTH FUND SIT DIVIDEND GROWTH FUND – CLASS I) | 6.68% | 23.60% | 18.20% | 6.67% | 10.08% | 10.47% | 9.38% | … | … |
Data as of 06/04/2026, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDVGX (SIT DIVIDEND GROWTH FUND SIT DIVIDEND GROWTH FUND – CLASS I) | 01/13/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 23.60 | 18.20 | 6.67 | 10.08 | 10.47 | 9.38 | … | … | 6.68 | 18.74 | 18.22 | 14.90 | -20.32 | 15.13 | 7.80 | 29.18 | -6.85 | 20.22 | 10.77 | 0.36 | 12.43 | 28.19 | 13.54 | 3.30 | 16.05 | 25.59 | -29.60 | 12.89 | 18.29 | 9.42 | 11.36 |
| Sharpe Ratio | NA | 2.16 | 1.19 | 0.25 | 0.47 | NA | NA | … | … | 1.20 | 0.98 | 1.34 | 0.98 | -0.87 | 0.88 | 0.21 | 2.36 | -0.51 | 2.97 | 0.84 | 0.02 | 1.12 | 2.69 | 1.15 | 0.14 | 0.95 | 1.05 | -0.82 | 0.64 | 1.56 | 0.76 | 1.11 |
| Standard Deviation(%) | NA | 10.16 | 12.86 | 16.79 | 18.01 | NA | NA | … | … | 11.55 | 16.24 | 10.91 | 11.61 | 25.00 | 17.12 | 35.23 | 11.74 | 16.24 | 6.63 | 12.57 | 14.83 | 11.11 | 10.45 | 11.78 | 22.67 | 16.79 | 24.35 | 37.34 | 15.17 | 9.56 | 9.46 | 9.67 |
| Draw Down(%) | NA | 7.92 | 16.13 | 29.43 | 35.01 | NA | NA | … | … | 7.92 | 16.13 | 7.05 | 9.55 | 21.75 | 12.73 | 35.01 | 6.09 | 19.00 | 2.76 | 9.05 | 11.14 | 7.61 | 5.53 | 9.09 | 18.26 | 13.49 | 23.10 | 42.61 | 8.89 | 7.94 | 5.44 | 6.78 |
| Yield(%) | 0.00 | 10.37 | 10.19 | 5.48 | 8.32 | 9.60 | 8.95 | … | … | 0.00 | 10.89 | 13.19 | 5.13 | 1.13 | 1.57 | 1.50 | 14.72 | 18.70 | 12.30 | 8.63 | 12.36 | 14.15 | 6.00 | 3.53 | 2.23 | 1.16 | 2.03 | 4.62 | 6.96 | 3.58 | 3.44 | 1.62 |
Data as of 06/04/2026, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVGX (SIT DIVIDEND GROWTH FUND SIT DIVIDEND GROWTH FUND – CLASS I) |
-8.32%
Feb 2006 – Feb 2009 |
-0.83%
Feb 2004 – Feb 2009 |
6.81%
Oct 2013 – Oct 2023 |
7.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVGX (SIT DIVIDEND GROWTH FUND SIT DIVIDEND GROWTH FUND – CLASS I) |
23.71%
Feb 2009 – Feb 2012 |
20.63%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
12.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart