Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDYAX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 9.46% | 25.90% | 21.36% | 13.21% | 14.51% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDYAX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 08/06/2015 | 06/03/2026 |
| 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 (%) | 0.50 | 25.90 | 21.36 | 13.21 | 14.51 | NA | NA | … | … | 9.46 | 1.38 | 24.37 | 21.17 | -16.73 | 30.75 | 19.93 | 26.83 | -8.37 | 19.03 | 11.57 | -2.37 |
| Sharpe Ratio | NA | 1.97 | 1.22 | 0.62 | 0.71 | NA | NA | … | … | 1.53 | -0.06 | 1.54 | 1.39 | -0.75 | 2.20 | 0.57 | 2.06 | -0.64 | 2.78 | 0.88 | -0.31 |
| Standard Deviation(%) | NA | 12.65 | 15.32 | 17.27 | 18.08 | NA | NA | … | … | 15.00 | 26.59 | 13.45 | 12.76 | 24.22 | 13.96 | 34.46 | 12.28 | 15.39 | 6.63 | 12.88 | 18.88 |
| Draw Down(%) | NA | 10.01 | 19.40 | 22.57 | 32.45 | NA | NA | … | … | 10.01 | 19.40 | 10.33 | 9.57 | 22.57 | 4.98 | 32.45 | 6.70 | 19.20 | 2.28 | 11.58 | 11.58 |
| Yield(%) | 0.00 | 19.53 | 15.15 | 11.85 | 12.76 | 8.43 | 6.32 | … | … | 0.00 | 20.14 | 12.90 | 10.77 | 10.30 | 12.93 | 8.14 | 2.03 | 1.82 | 1.81 | 1.04 | 0.35 |
Data as of 06/03/2026, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDYAX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
1.87%
Mar 2017 – Mar 2020 |
8.41%
Sep 2017 – Sep 2022 |
13.13%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDYAX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
25.76%
Dec 2018 – Dec 2021 |
18.68%
Mar 2020 – Mar 2025 |
14.51%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart