Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDYYX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS Y) | 10.02% | 26.82% | 21.81% | 13.33% | 14.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDYYX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS Y) | 08/06/2015 | 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 (%) | 0.33 | 26.82 | 21.81 | 13.33 | 14.78 | NA | NA | … | … | 10.02 | 1.74 | 24.66 | 21.47 | -16.51 | 31.05 | 20.21 | 27.13 | -8.10 | 19.29 | 11.68 | -2.21 |
| Sharpe Ratio | NA | 1.99 | 1.24 | 0.63 | 0.73 | NA | NA | … | … | 1.54 | -0.04 | 1.56 | 1.41 | -0.74 | 2.21 | 0.58 | 2.10 | -0.62 | 2.84 | 0.89 | -0.29 |
| Standard Deviation(%) | NA | 12.64 | 15.31 | 17.29 | 18.08 | NA | NA | … | … | 14.98 | 26.56 | 13.45 | 12.75 | 24.29 | 14.02 | 34.47 | 12.22 | 15.32 | 6.59 | 12.83 | 18.89 |
| Draw Down(%) | NA | 9.96 | 19.39 | 22.46 | 32.42 | NA | NA | … | … | 9.96 | 19.39 | 10.35 | 9.56 | 22.46 | 4.92 | 32.42 | 6.69 | 19.03 | 2.27 | 11.57 | 11.67 |
| Yield(%) | 0.00 | 19.70 | 15.32 | 11.90 | 13.01 | 8.66 | 6.49 | … | … | 0.00 | 20.33 | 13.16 | 10.77 | 10.51 | 13.23 | 8.41 | 2.33 | 2.08 | 2.07 | 1.28 | 0.41 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SDYYX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS Y) |
2.12%
Mar 2017 – Mar 2020 |
8.67%
Sep 2017 – Sep 2022 |
13.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDYYX (SIMT DYNAMIC ASSET ALLOCATION FUND CLASS Y) |
26.05%
Dec 2018 – Dec 2021 |
18.96%
Mar 2020 – Mar 2025 |
14.77%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart