Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SECAX (SIIT SMALL CAP II FUND SIIT SMALL CAP II FUND – CLASS A) | 14.75% | 36.48% | 18.07% | 7.42% | 11.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECAX (SIIT SMALL CAP II FUND SIIT SMALL CAP II FUND – CLASS A) | 04/16/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 36.48 | 18.07 | 7.42 | 11.23 | NA | NA | … | … | 14.75 | 5.55 | 13.06 | 14.91 | -15.33 | 20.35 | 19.87 | 24.99 | -9.83 | 11.95 | 15.44 | -2.82 | 4.40 | 22.02 | 3.15 |
| Sharpe Ratio | NA | 1.88 | 0.77 | 0.23 | 0.44 | NA | NA | … | … | 1.84 | 0.12 | 0.51 | 0.62 | -0.67 | 0.99 | 0.47 | 1.62 | -0.64 | 0.99 | 0.85 | -0.17 | 0.27 | 1.05 | 0.26 |
| Standard Deviation(%) | NA | 17.68 | 19.48 | 20.61 | 22.02 | NA | NA | … | … | 18.28 | 23.38 | 18.54 | 18.21 | 25.11 | 20.44 | 41.38 | 14.56 | 17.47 | 11.43 | 17.94 | 16.33 | 16.43 | 20.90 | 16.90 |
| Draw Down(%) | NA | 10.03 | 26.31 | 26.96 | 42.43 | NA | NA | … | … | 10.03 | 23.09 | 9.31 | 15.36 | 24.35 | 10.37 | 41.48 | 8.14 | 27.49 | 6.09 | 16.36 | 15.33 | 12.51 | 15.27 | 11.35 |
| Yield(%) | 0.00 | 10.53 | 9.01 | 8.25 | 9.71 | 8.56 | 6.42 | … | … | 0.00 | 10.11 | 10.30 | 5.21 | 3.34 | 25.30 | 0.93 | 5.75 | 18.10 | 14.01 | 0.85 | 8.13 | 8.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECAX (SIIT SMALL CAP II FUND SIIT SMALL CAP II FUND – CLASS A) |
-4.99%
Mar 2017 – Mar 2020 |
-1.49%
Mar 2015 – Mar 2020 |
4.93%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECAX (SIIT SMALL CAP II FUND SIIT SMALL CAP II FUND – CLASS A) |
21.71%
Dec 2018 – Dec 2021 |
16.22%
Mar 2020 – Mar 2025 |
11.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart