Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFDYX (SIMT MID CAP FUND CLASS Y) | 13.33% | 23.85% | 17.64% | 8.58% | 10.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFDYX (SIMT MID CAP FUND CLASS Y) | 11/04/2015 | 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 (%) | 1.50 | 23.85 | 17.64 | 8.58 | 10.88 | NA | NA | … | … | 13.33 | -8.27 | 16.08 | 15.14 | -14.31 | 28.53 | 6.03 | 24.83 | -11.73 | 20.61 | 15.92 | -3.94 |
| Sharpe Ratio | NA | 1.53 | 0.95 | 0.34 | 0.45 | NA | NA | … | … | 1.99 | -0.41 | 0.95 | 0.77 | -0.66 | 1.81 | 0.14 | 1.72 | -0.54 | 2.36 | 1.01 | -1.52 |
| Standard Deviation(%) | NA | 13.19 | 15.38 | 17.49 | 20.51 | NA | NA | … | … | 14.66 | 27.45 | 13.14 | 14.95 | 24.07 | 15.71 | 39.97 | 13.58 | 24.37 | 8.49 | 15.50 | 15.17 |
| Draw Down(%) | NA | 8.13 | 20.89 | 22.22 | 42.20 | NA | NA | … | … | 8.13 | 19.52 | 7.79 | 12.67 | 21.27 | 7.69 | 42.20 | 8.51 | 22.81 | 3.74 | 12.85 | 5.71 |
| Yield(%) | 0.00 | 19.97 | 11.84 | 9.08 | 9.40 | 6.43 | 4.82 | … | … | 0.00 | 20.35 | 9.57 | 0.87 | 0.92 | 21.85 | 1.40 | 2.90 | 11.03 | 9.05 | 2.17 | 14.93 |
Data as of 06/04/2026, Common starting date is 11/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDYX (SIMT MID CAP FUND CLASS Y) |
-4.34%
Mar 2017 – Mar 2020 |
4.66%
Sep 2018 – Sep 2023 |
10.12%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDYX (SIMT MID CAP FUND CLASS Y) |
20.12%
Mar 2020 – Mar 2023 |
16.75%
Mar 2020 – Mar 2025 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart