Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMBX (INTERMEDIATE TAX/AMT-FREE FUND INVESTOR CLASS) | NA | -0.86% | -0.49% | 0.91% | 0.83% | NA | NA | … | … |
Data as of 10/29/2015, Common starting date is 09/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMBX (INTERMEDIATE TAX/AMT-FREE FUND INVESTOR CLASS) | 09/05/2002 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -0.86 | -0.49 | 0.91 | 0.83 | NA | NA | … | … | -0.86 | 4.67 | -4.70 | 3.36 | 5.60 | 0.09 | 10.88 | -9.81 | -0.56 | 0.65 | -0.47 | -1.01 | 2.55 | -0.75 |
| Sharpe Ratio | NA | -0.56 | -0.25 | 0.42 | 0.02 | NA | NA | … | … | -0.66 | 3.06 | -1.83 | 1.82 | 2.78 | 0.00 | 3.73 | -2.46 | -1.87 | -1.61 | -1.44 | -0.60 | 0.70 | -1.05 |
| Standard Deviation(%) | NA | 1.56 | 2.01 | 2.06 | 2.41 | NA | NA | … | … | 1.59 | 1.52 | 2.58 | 1.83 | 2.00 | 2.03 | 2.89 | 4.36 | 1.92 | 1.65 | 1.83 | 3.27 | 2.65 | 3.14 |
| Draw Down(%) | NA | 3.14 | 7.32 | 7.32 | 12.52 | NA | NA | … | … | 3.14 | 1.36 | 6.29 | 1.93 | 1.78 | 4.39 | 2.56 | 12.52 | 2.50 | 2.05 | 2.03 | 4.68 | 4.18 | 3.63 |
| Yield(%) | 0.00 | 2.13 | 2.64 | 2.93 | 3.44 | 2.97 | 2.23 | … | … | 1.58 | 2.47 | 3.05 | 3.09 | 3.44 | 2.97 | 4.14 | 4.24 | 3.97 | 3.89 | 2.65 | 5.87 | 2.63 | 0.00 |
Data as of 10/29/2015, Common starting date is 09/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMBX (INTERMEDIATE TAX/AMT-FREE FUND INVESTOR CLASS) |
-3.35%
Dec 2005 – Dec 2008 |
-2.32%
Dec 2003 – Dec 2008 |
0.26%
Dec 2003 – Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMBX (INTERMEDIATE TAX/AMT-FREE FUND INVESTOR CLASS) |
5.43%
Dec 2008 – Dec 2011 |
2.91%
Dec 2008 – Dec 2013 |
1.31%
Nov 2002 – Nov 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart