Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEMCX (SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 4.56% | 15.44% | 10.34% | 7.87% | 6.90% | 9.70% | 7.27% | 8.95% |
Data as of 08/04/2025, AR inception is 06/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMCX (SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 06/30/1993 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 15.44 | 10.34 | 7.87 | 6.90 | 9.70 | 7.27 | 8.95 | 4.56 | 7.28 | 14.81 | -14.50 | 6.43 | 5.81 | 24.53 | -11.96 | 20.32 | 15.58 | -1.28 | 11.16 | 37.37 | 17.06 | -4.77 | 23.57 | 33.33 | -41.47 | 2.50 | 14.62 | 14.87 | 22.75 | 40.98 | -14.07 | 1.19 | 4.82 | 8.95 | 3.30 | 31.72 | 26.82 | 23.04 | -10.82 | 6.81 |
| Sharpe Ratio | NA | 0.27 | 0.36 | 0.29 | 0.24 | NA | NA | 0.35 | 0.09 | 0.04 | 0.71 | -0.66 | 0.28 | 0.14 | 1.70 | -0.55 | 2.33 | 1.00 | -0.09 | 0.87 | 3.02 | 1.15 | -0.17 | 1.11 | 1.10 | -0.97 | -0.03 | 0.91 | 1.05 | 1.71 | 2.60 | -0.66 | -0.05 | 0.03 | 0.39 | 0.00 | 2.09 | 2.23 | 1.89 | -1.01 | 0.94 |
| Standard Deviation(%) | NA | 19.05 | 17.35 | 19.50 | 21.48 | NA | NA | 20.25 | 21.88 | 15.56 | 14.94 | 24.06 | 23.20 | 39.99 | 13.58 | 24.38 | 8.50 | 15.43 | 14.95 | 12.82 | 12.38 | 14.90 | 28.52 | 21.07 | 30.12 | 43.68 | 16.81 | 12.47 | 12.12 | 12.78 | 15.47 | 22.98 | 21.65 | 25.65 | 14.56 | 18.37 | 13.44 | 10.37 | 10.14 | 13.66 | 12.55 |
| Draw Down(%) | NA | 20.98 | 20.98 | 35.53 | 42.21 | NA | NA | 61.08 | 18.94 | 14.31 | 12.77 | 21.41 | 22.58 | 42.21 | 8.51 | 22.89 | 3.75 | 12.89 | 11.72 | 9.22 | 6.29 | 12.21 | 27.21 | 17.40 | 29.07 | 56.59 | 14.28 | 11.16 | 7.78 | 9.38 | 12.20 | 31.26 | 25.00 | 15.08 | 17.06 | 32.85 | 8.57 | 9.33 | 6.65 | 19.54 | 7.12 |
| Yield(%) | 0.00 | 8.88 | 3.82 | 2.76 | 5.05 | 7.64 | 5.79 | 10.01 | 0.21 | 9.30 | 0.61 | 0.70 | 0.50 | 1.16 | 2.61 | 10.79 | 8.79 | 1.91 | 15.68 | 10.43 | 4.15 | 0.77 | 0.50 | 0.64 | 0.82 | 0.74 | 10.58 | 8.43 | 8.34 | 13.43 | 3.20 | 1.25 | 0.47 | 13.48 | 10.18 | 7.07 | 20.41 | 11.10 | 0.12 | 0.04 | 0.11 |
Data as of 08/04/2025, AR inception is 06/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMCX (SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-18.62%
Feb 2006 - Feb 2009 |
-5.25%
Feb 2004 - Feb 2009 |
1.82%
Feb 1999 - Feb 2009 |
5.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMCX (SIMT MID CAP FUND SIMT MID CAP FUND - CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
30.18%
Apr 1995 - Apr 1998 |
25.89%
Feb 2009 - Feb 2014 |
16.76%
Feb 2009 - Feb 2019 |
12.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart