Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIBAX (SIT BALANCED FUND SIT BALANCED FUND) | 4.16% | 17.19% | 15.64% | 6.75% | 9.66% | 9.14% | 7.79% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIBAX (SIT BALANCED FUND SIT BALANCED FUND) | 04/07/1994 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 17.19 | 15.64 | 6.75 | 9.66 | 9.14 | 7.79 | … | … | 4.16 | 13.57 | 18.02 | 22.64 | -23.66 | 13.27 | 19.74 | 20.69 | -2.73 | 17.74 | 4.60 | 2.25 | 9.15 | 18.36 | 9.94 | 2.05 | 9.85 | 23.12 | -26.88 | 10.53 | 7.88 | 7.51 | 8.34 | 17.35 | -19.71 | -14.87 | -6.38 | 19.53 | 21.29 | 21.73 | 15.17 | 25.44 | 2.20 |
| Sharpe Ratio | NA | 1.74 | 1.17 | 0.34 | 0.65 | NA | NA | … | … | 0.83 | 0.82 | 1.42 | 1.98 | -1.37 | 1.26 | 0.94 | 2.40 | -0.37 | 3.61 | 0.53 | 0.23 | 1.17 | 2.58 | 1.28 | 0.14 | 0.90 | 1.65 | -1.21 | 0.72 | 0.57 | 0.69 | 0.85 | 1.55 | -1.37 | -1.11 | -0.67 | 1.22 | 1.31 | 1.52 | 0.92 | 3.00 | -0.03 |
| Standard Deviation(%) | NA | 9.38 | 11.10 | 12.80 | 12.40 | NA | NA | … | … | 10.76 | 13.09 | 10.12 | 9.69 | 18.44 | 10.54 | 20.63 | 8.00 | 11.28 | 4.75 | 8.30 | 9.54 | 7.80 | 7.10 | 7.77 | 14.09 | 10.81 | 13.97 | 22.91 | 10.23 | 7.91 | 7.56 | 8.66 | 10.76 | 15.26 | 15.85 | 15.88 | 13.24 | 13.61 | 11.81 | 12.44 | 7.16 | 10.27 |
| Draw Down(%) | NA | 8.51 | 13.44 | 27.38 | 27.38 | NA | NA | … | … | 8.36 | 13.44 | 6.15 | 7.62 | 24.49 | 6.29 | 22.48 | 4.57 | 12.16 | 1.13 | 6.25 | 6.89 | 4.92 | 4.81 | 6.46 | 10.99 | 9.42 | 13.47 | 31.98 | 5.77 | 6.51 | 4.20 | 8.19 | 7.32 | 25.27 | 26.18 | 14.17 | 7.99 | 16.25 | 7.06 | 5.53 | 3.15 | 5.72 |
| Yield(%) | 0.00 | 3.34 | 2.98 | 1.93 | 3.31 | 4.07 | 3.85 | … | … | 0.00 | 3.72 | 2.86 | 1.65 | 0.90 | 0.74 | 0.84 | 7.21 | 1.94 | 5.79 | 1.68 | 6.26 | 4.52 | 1.50 | 1.66 | 1.60 | 1.54 | 3.05 | 2.52 | 1.99 | 2.23 | 1.67 | 1.07 | 0.47 | 1.19 | 0.58 | 2.49 | 6.03 | 7.34 | 12.03 | 2.59 | 2.86 | 2.86 |
Data as of 06/04/2026, Common starting date is 04/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBAX (SIT BALANCED FUND SIT BALANCED FUND) |
-15.36%
Mar 2000 – Mar 2003 |
-5.41%
Mar 2000 – Mar 2005 |
-1.92%
Feb 1999 – Feb 2009 |
2.34%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIBAX (SIT BALANCED FUND SIT BALANCED FUND) |
23.31%
Mar 1997 – Mar 2000 |
20.58%
Dec 1994 – Dec 1999 |
11.47%
Sep 2011 – Sep 2021 |
10.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart