Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEUIX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS I) | 10.48% | 27.27% | 17.31% | 7.01% | 9.22% | 9.44% | 5.54% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEUIX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS I) | 09/28/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 27.27 | 17.31 | 7.01 | 9.22 | 9.44 | 5.54 | … | … | 10.48 | 18.62 | 12.43 | 8.59 | -11.58 | 21.98 | -2.63 | 22.41 | -9.92 | 17.13 | 14.69 | -6.57 | 10.84 | 34.70 | 15.70 | -0.29 | 13.21 | 15.82 | -38.36 | -12.42 | 8.36 | 0.12 | 14.09 | 28.66 | -18.05 | 6.28 |
| Sharpe Ratio | NA | 2.15 | 1.06 | 0.29 | 0.41 | NA | NA | … | … | 1.92 | 0.98 | 0.77 | 0.38 | -0.59 | 1.52 | -0.08 | 1.74 | -0.73 | 2.09 | 0.95 | -0.42 | 0.92 | 2.99 | 1.18 | -0.01 | 0.69 | 0.52 | -0.89 | -0.84 | 0.36 | -0.18 | 1.19 | 1.73 | -0.78 | 1.83 |
| Standard Deviation(%) | NA | 10.95 | 13.23 | 15.59 | 18.23 | NA | NA | … | … | 11.28 | 16.19 | 11.38 | 13.15 | 22.08 | 14.42 | 38.16 | 12.06 | 15.55 | 7.91 | 15.20 | 15.60 | 11.77 | 11.58 | 13.39 | 24.80 | 18.96 | 30.49 | 44.04 | 18.61 | 13.90 | 12.06 | 11.00 | 16.12 | 24.59 | 14.04 |
| Draw Down(%) | NA | 6.13 | 15.57 | 19.72 | 40.44 | NA | NA | … | … | 6.13 | 14.56 | 7.35 | 11.54 | 19.58 | 7.40 | 40.44 | 7.77 | 20.53 | 4.34 | 12.61 | 15.47 | 9.38 | 5.07 | 11.74 | 22.61 | 16.78 | 31.97 | 50.45 | 20.16 | 9.40 | 8.14 | 7.83 | 15.17 | 33.15 | 4.29 |
| Yield(%) | 0.00 | 13.98 | 10.41 | 5.90 | 6.57 | 7.75 | 4.41 | … | … | 0.00 | 14.90 | 8.65 | 6.78 | 1.90 | 1.75 | 1.73 | 3.98 | 9.50 | 5.10 | 1.41 | 12.79 | 8.15 | 0.96 | 1.36 | 1.49 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 1.00 | 1.46 | 1.04 | 0.99 | 0.51 |
Data as of 06/04/2026, Common starting date is 09/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEUIX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS I) |
-24.28%
Feb 2006 – Feb 2009 |
-13.07%
Feb 2004 – Feb 2009 |
-0.87%
Nov 2001 – Nov 2011 |
1.65%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEUIX (SIMT LARGE CAP VALUE FUND SIMT LARGE CAP VALUE FUND – CLASS I) |
23.51%
Sep 2011 – Sep 2014 |
21.46%
Feb 2009 – Feb 2014 |
13.90%
Feb 2009 – Feb 2019 |
10.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart