Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIFAX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 7.95% | 12.17% | 7.38% | 5.71% | 3.48% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIFAX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) | 04/10/2012 | 06/05/2026 |
| 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 (%) | 0.47 | 12.17 | 7.38 | 5.71 | 3.48 | NA | NA | … | … | 7.95 | 7.81 | 4.09 | -1.74 | 8.48 | 10.82 | -1.59 | 5.68 | -3.64 | -1.96 | 3.52 | -4.12 | -4.68 | -6.00 | 1.03 |
| Sharpe Ratio | NA | 1.83 | 0.87 | 0.60 | 0.37 | NA | NA | … | … | 2.41 | 1.10 | -0.67 | -1.30 | 0.89 | 2.13 | -0.24 | 1.27 | -1.26 | -0.78 | 0.70 | -0.91 | -1.31 | -1.46 | 0.28 |
| Standard Deviation(%) | NA | 5.37 | 4.69 | 5.56 | 5.19 | NA | NA | … | … | 6.92 | 4.57 | 3.72 | 4.65 | 7.97 | 5.07 | 7.43 | 3.35 | 3.94 | 3.34 | 4.74 | 4.56 | 3.58 | 4.13 | 4.85 |
| Draw Down(%) | NA | 2.41 | 3.20 | 8.32 | 14.69 | NA | NA | … | … | 2.41 | 3.19 | 3.20 | 4.60 | 7.79 | 4.06 | 13.41 | 1.56 | 5.25 | 4.44 | 4.34 | 6.35 | 7.53 | 8.72 | 4.55 |
| Yield(%) | 0.00 | 4.53 | 3.88 | 5.74 | 3.54 | 2.18 | 1.64 | … | … | 0.00 | 4.68 | 3.27 | 3.64 | 11.53 | 8.10 | 1.41 | 1.55 | 1.80 | 1.35 | 1.19 | 0.46 | 0.00 | 0.00 | 1.02 |
Data as of 06/05/2026, Common starting date is 04/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFAX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
-5.34%
Jan 2013 – Jan 2016 |
-2.94%
Sep 2012 – Sep 2017 |
0.08%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIFAX (SIMT MULTI-ASSET INFLATION MANAGED FUND CLASS F EFFECTIVE 1-31-2017 (FORMERLY CLASS A)) |
8.81%
Mar 2020 – Mar 2023 |
7.45%
Mar 2020 – Mar 2025 |
3.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart